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Posts Tagged ‘Power BI’

(Step By Step) Surface Power BI Reports in Dynamics CRM Dashboard

In this article, I am going to provide ‘Step-by-Step’ details on how to:

  • Add ‘Power BI’ subscription to your existing Office 365
  • Connect to your ‘Dynamics CRM Organization’ from BI
  • Render Power BI reports in CRM Dashboard.

What’s Power BI and How is it different from SSRS?

  • Power BI offers basic data wrangling capabilities like Excel’s Power Query.
  • It also lets you create interactive visualizations, reports and dashboards with a few clicks and handle files that are too large for Excel.
  • On the other hand, SSRS is meant for “static” reports. Something that will be shown always as defined and printable.

Steps to add ‘Power BI’ subscription:

  • As a pre-requisite, create your 30 days Dynamics 365 free trail.
  • Login to ‘Portal.office.com’ and open ‘Admin’ dashboard
  • Go to ‘Billing -> Purchase services -> Power BI (free) -> Buy now
    • Note: This requires you to provide credit card details and INR 2 will be charged after successful purchase.

D365 - Power BI

  • After successful purchase, open ‘PowerBI.com’ on another tab of the browser and click ‘Sign In’

D365 - Power BI - Start

  • Click ‘Start’

Connect to Dynamics CRM organization from Power BI:

  • To connect to CRM Organization from ‘Power BI’, you need to install one of the ‘Content Packs’

D365 - Power BI - Content Packs

  • Click on ‘Get’ button from ‘My organization’ section
  • From the available list, choose any of the Dynamics CRM related Apps (I chosen ‘MS Dynamics Online Sales Manager’ for this demo, from the ‘Apps’ tab)

D365 - Power BI - CRM Sales Manager Pack

 

  • Click on ‘Get it now’ and you will be asked to provide CRM credentials.
    • Provide ‘CRM Organization URL’ details and ‘Last Month Of the Fiscal’

D365 - Power BI - Connect To CRM

    • Choose ‘Authentication Method’ as ‘OAuth2’

D365 - Power BI - Connect To CRM - OAuth

  • Post successful login, you would see ‘Importing Data’ message

D365 - Power BI - Connected To CRM - Importing Data

  • Give it few seconds and you would see beautifully rendered reports

D365 - Power BI - Connected To CRM - Dashboards.PNG

Display ‘Power BI’ reports in CRM Dashboard:

In previous versions of CRM, only option to bring ‘Power BI’ reports are by placing an IFrame in Dashboard and set the PowerBI URL. Its easily configurable now.

  • Connect to your Dynamics CRM Organization
  • Go to ‘Settings -> Administration -> System Settings -> Reporting -> ‘Allow Power BI….’=Yes

D365 - Enable embed Power BI

  • Create a new Dashboard
  • Select the placeholder and from the Report add options, click ‘Power BI Tile’

D365 - New Dashboard - Add Power BI Tile

  • Pick one of the available ‘Power BI Reports’

D365 - Add Power BI Tile - Pick Dashboard

  • Save the Dashboard
  • Go to ‘Sales -> Dashboard’ and pick the created ‘Dashboard’

D365 - Open Dashboard in D365

🙂

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