How to Connect and Integrate Power BI to Dynamics 365

The Power BI-Dynamics 365 Integration is a powerful fusion. One is a business intelligence tool that enables today’s businesses to become data-driven.

The other helps you know what’s happening inside business functions, and manage business processes, too.

Key Feature of PowerBI

• As a self-service product, Power BI is fairly easy to learn and requires no training.
• Files are easy to share within the team structure. A cloud-based environment ensures visualization is refreshed for all, whenever datasets are updated by one user.
• A powerful navigation algorithm empowers users to find content quickly.
• Power BI can leverage the offerings of Azure Machine Learning and can create new machine learning models, too.

Key Feature of Dynamics 365

• Dynamics 365 belongs to the Microsoft family of Business Intelligence apps.
• The solution promises to combine the features of a CRM and an ERP. And, the application of services ranges from sales to marketing and finance — providing maximum flexibility by making available a centralized view into business processes leveraging operations data.
  • Dynamics 365 is highly adaptable to your business needs
  • Powerful analytics means better decision-making
  • Dynamics 365 belongs to the Microsoft family of BI solutions, hence is built on Microsoft Azur

Prerequisites

• Administrative rights on Dynamics 365 for Finance and Operations and Visual Studio.
• The concerned Team must have login credentials for PowerBI.com
• The Power BI desktop must be installed. Login credentials will remain the same.

Methods to Connect Power BI to Dynamics 365 Integration

• Method 1: Establish Power BI- Dynamics 365 for Finance and Operations Connect
• Method 2: Establish the Power BI- Dynamics 365 (Desktop) for Finance and Operations Database Connect

Method 1: Establish Power BI- Dynamics 365 for Finance and Operations Connect

Step 1 -To initiate the Power BI-Dynamics Integration process, first, you will need to register your system. To proceed with the registration process, log in to Azure Portal and register as shown below:

Step 2– After the registration, a Client ID and Key will be generated. Copy and save them to proceed.

Step 3 – Now, to process, you must log in to your Dynamics 365 for Finance and Operations instance. Start with the linking process with PowerBI.com, as shown below:

System Administrator > Setup > Power BI

Note: The credentials filled in the form remain the same as that of PowerBI.com.

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Method 2: Establish the Power BI- Dynamics 365 (Desktop) for Finance and Operations Database Connect

Step 1 – After logging into the Power BI desktop, with your PowerBI.com credential, click on the ‘Get Data‘ option and then ‘SQL server’ as shown below:

Step 2 – Up next, you will need to enter the ‘Server’ and ‘Database’ details. And ensure that the ‘Data Connectivity Mode’ is set to ‘DirectQuery’ always. Click on ‘OK’ to proceed.

Step 3 -Once the connection is established, you can see all the Aggregate measures in Dynamic 365 will appear. Choose the required measure for the report and continue.

Step 4- The Aggregate measures can be used in designing and developing processes for a new PowerBi report. And once the report is ready, you can publish it to the suggested workspace on PowerBI.com. Once the report is published, it will appear on PowerBI.com. 

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Takeaway of Power BI-Dynamics 365 Integration

• No manual data interpretation means fewer human errors.
• Predictive analytics helps increase business in key markets.
• Well-structured data and visualization make information easy to understand.
• Reactive data analytics has become a relic of the past. Proactive data analytics is now the industry standard.
• Leverage the advanced capabilities of Power BI, empowered by sophisticated AI & ML algorithms to make innovative use of data siloed in Dynamics 365.

Conclusion

1. Learning about customers’ preferences leaves cascading effects on the product development journey.
2. Enter the Power BI-Dynamics 365 Integration.
3. The Power BI-Dynamics 365 Integration will help your sales teams get onto the holistic growth track — from your sales teams tracking new leads and opportunities, to monitoring new trends and customer acquisition journeys.

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