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.

Set up Reliable Data Pipeline in Minutes and Experience Hevo 14 days for no cost, Create Your Free Account

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. 

Find a plan that’s right for you, Experience transparent pricing that ensures no billing surprises even as you scale. Get a 14 day free trial with 24×7 support. No credit card required. Get a custom quote tailored to your requirements

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.

Move data effortlessly with Hevo’s zero-maintenance data pipelines, Get a demo that’s customized to your unique data integration challenges