Communications Pangea/February 06, 2020 /Power Platform/Power BI/ 4 min read

Power BI Desktop with Microsoft Dynamics 365 integration

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Microsoft’s Power BI desktop is the leading Business Intelligence tool. This modern platform was built to gather tools, services, apps, and connectors to help us understand and explore our business information. For example, we can visualize insights and compile information from multiple sources in one single centralized dashboard.

A great plus of Power BI is the seamless integration with one of the primary sources of information that companies have: Microsoft Dynamics 365. However, to receive reports from Power BI, you must integrate your business-critical data. For this reason, I will give you the necessary guidelines to efficiently integrate Microsoft Dynamics 365 with Power BI.

Power BI Desktop with Microsoft Dynamics 365 integration

How to Integrate Power BI with Microsoft Dynamics 365 from the CRM:

1. We have to login into Microsoft Dynamics 365 CRM.

2. At the main menu, we have to select the “Settings” option.

3. Then, at the “customization” menu,  click on the “customizations” option.

Business management

4. We will visualize a new tab. Then we click on “Developer Resources.”

Power BI desktop screenshot

5. At Developer Resources, we have to search and select “Instance Web API.” We must paste the URL in this blank that we can find at “Service Root URL.”

developer resources

How to do it from the Power BI Desktop:

1. First, click the Home button, select the “Get Data” button, then click on the “More” option.

2. This option opens a new window. There we select “Online Services” and choose the option “Dynamics 365 (Online)”. Finally, click on the “Connect” button.

3. Once we are connected to the service, a new window called “Dynamics 365 (online)” will appear. Then, we have to select “Basic” and paste the Microsoft Dynamics 365 URL (copy the ULR from the “Web API URL”) and click on OK.

4. If we are doing this process for the first time, we will visualize a new window. We have to select the authentication method at the “OData feed” window.

  • In this scenario, we will choose “Organizational account” as a predeterminate authentication method.
  • We paste the URL previously supplied, and we click on the button “Sign in.”

  • Then, we write the user and password that we use to access Microsoft Dynamics 365. After logging in, Power BI will show us the “OData feed” window. If we don’t have to make any modifications there, we click on “Connect.”

5. The connection between Power BI and Microsoft Dynamics 365 will take a few minutes to function correctly. Once the connection is established, we will visualize the “Navigator” window. There, we will find a folder with the URL’s name that we previously entered; it contains all the integrated tables into Microsoft Dynamics 365.

6. If we select a table, Power BI shows us a content preview on the window’s right side. We can also automatically select all the tables related to our selection, just clicking on the “Select related tables” button.

7. As soon as we have selected all the necessary tables, we click on the “Load” button to upload all the data to Power BI.

Remember: To access and visualize all the tables within Microsoft Dynamics 365, you have to use an authorized user’s credentials. This information is critical to complete the process.

Thank you.

I hope this article was insightful to use Power BI Desktop and Microsoft Dynamics 365 efficiently. In this order, Microsoft business solutions will help your company to deliver its full potential.

Communications Pangea

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