Connect Power BI with Dynamics 365

  Connect Power BI with Dynamics 365 online

In this blog I am going to explain how we can connect Power BI (desktop) to Dynamics 365. Here I am loading Account entity to Power BI Data set.

Power Bi dashboards can be directly embedded to Dynamics 365. To create visualizations, we need Power Bi desktop tool and connect that tool to Dynamics 365. After that we can publish our visualizations to Power Bi online instance and thus can embed it to Dynamics 365.

Following simple steps can make it happen:

       1.  Open Power Bi desktop tool on your computer and click on “Get Data” on top ribbon bar. A popup will open which shows number of data sources you can connect to from Power BI.
   
2.  Scroll down to find Dynamics 365 (online).

      3.  Our next step is to connect with our Dynamics 365 instance. For this get Organization service url from Dynamics 365 instance. You can find it in Developer resources section of Customization.

       4.  Copy url from there. It will be something like:

           https://<orgname>.api.crm.dynamics.com/XRMServices/2011/Organization.svc

       5.  Add “Data” word along with url as below:

            https://<orgname>.api.crm.dynamics.com/XRMServices/2011/OrganizationData.svc

        6. Add this url to Web API URL textbox as shown below:

        

       7.  Our next step is to add credentials to connect to Dynamics 365. After adding url click on OK. We will be redirected to a screen where we need to specify credentials.

        8. Select Organizational Account and click on Sign in button. We can see Microsoft page opened to login. Login using your Dynamics 365 credentials here.

 9.  Once you are signed in, hit the Connect button on screen.
   

      10.   Data from Dynamics 365 will be loaded in Power BI now.

      11.   Select entity you want to create visualizations for in Power BI. I have selected Account for now.

      12.   Hit Load button from bottom.

       13.   You can see entity added to right navigation bar in Power Bi desktop.

       14. For any kind of Data modeling you can click on Edit Queries button and edit data here.

       15.   Once you are done with Data modeling click on Close & Apply and data will be reloaded.

So following these simple steps you can create your own visualizations in Power Bi and can view them in CRM.

Happy CRMing J

Regards

Preeti Sharma