Enable Power BI Integration for Dynamics 365

Microsoft Dynamics 365 (CRM with Power BI

Dynamics 365 and go to Settings-> Administration -> System Settings -> Reporting. We have to change this setting from “No” to “Yes”:

This is all the setup we need to do in Dynamics 365.

We also need a Power BI dashboard to import into Dynamics 365.

We are going to connect to one of the Content Packs made for Dynamics 365 inside Power BI, so we need the OData feed from D365.

Go to Settings-> Customizations ->Developer Resources:

copy the  following information (https://”yourtenant”.crm4.dynamics.com) to a notepad document.

We do not need “api/data/v8.2”, Power BI will add this to the URL:

Now, head over to Powerbi.com and login with the same account as you are logged into in Dynamics 365. Open up the side-bar menu and go to “Get Data”:

Under the Content Pack Library choese “Services”. Press “Get”:

This will take us to the AppSource library. search for the content pack (Sales Analytics for Dynamics 365) or go to page 2, it should be at the top. Press “Get it now”:

Copy the OData URL you saved in the notepad file and paste it into the first textbox and select a Fiscal Year End Month Number. I just inserted “12”.

Power BI will inform you that it has started to import you data and your dashboard should look something like this after a couple of minutes:

We have our Content Pack imported successfully.
insert this into a dashboard in Dynamics 365. Go back to your D365 instance, select “Sales” and “Dashboards”. D365 will start loading the default system dashboard.

Power BI dashboards can only be inserted into Personal Dashboards, so we have to create a new one. Select “New” -> Power BI Dashboard from the menu bar:

You may have to login again with your credentials. After that you will be able to chose from your dashboards in Power BI.

Go ahead and select the Sales Analytics for Dynamics 365 dashboard you just imported to Power BI.

You can also chose to “Enable for mobile” which will make the dashboard scale better on a mobile device.

Press “Save” and then your dashboard should look like this in D365:

Clicking on the different dashboards tiles will take you to the underlying reports (10 different reports in this example) where you can filter and use the interactive functionality you have in Power BI.

You can also go directly to Powerbi.com by pressing the PowerBi icon in the top right corner.

Done! -  to share this dashboard with other colleagues in your organization share the dashboard in PowerBI.

Then the users can import it to their personal dashboard inside D365, so security is pretty much handled by PowerBI.

The content packs made by Microsoft gives you a great starting point for reports