Steps to Create Power BI Report
Step 1: Use this link to go to Power BI site https://powerbi.microsoft.com/en-us
Step 2: Now download the Power BI Desktop version for free trial.
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Step 3: After installation, register the user or use the existing one that you had for CRM version as free trial.
Step 4: Now Sign in screen will appear.
Step 5: After logging in successfully, you will see the screen below. Now you should click on Get Data.
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Request a DemoStep 6: After that, you will be asked to select the service provider from where you need to fetch the data. So, in our case, we will first select Online Services and then Dynamics 365.
Step 7: Now we need to extract the Web API URL form CRM. So, go to Setting click on Customizations and then on Developer Resources. You will see the Web API URL there.
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Step 8: Now provide the above extracted CRM Web API URL in the Organization account.
Step 9: Now click on the Sign in to login to CRM.
Step 10: Now click on Connect to get Data from Dynamics 365 CRM.
Step 11: Now select the entity you want to build the report for. In our case, we will select the account and then press Load.
Step 12: Once loaded, you will see the screen below with fields (highlighted) that can be utilized for creation of the report.
Step 13: Now select the Edit Queries option to change according to our conditions.
Step 14: Now select the column we want to use in report. For that, click on the Choose Columns option.
Step 15: You will see below screen for the selection of the columns. In our case, we are using name and created on fields.
Step 16: Once you complete the selection you will see the result as shown in screen below.
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Step 17: Now apply the changes by clicking on Close & Apply.
Step 18: After that select fields and chart type from the visualization section. It will show you the desired chart result.
Step 19: Now click on “Publish” in order to publish it on the WorkSpace of Power BI.
Step 20: After successfully publishing, we can see the reports in My Workspace section under Reports.
Step 21: Now open the report and click on the File menu and then you can see the option Publish to web.
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Request a DemoStep 22: After successfully completing the Publish, it will show us the URL that we can use to display the report in Dynamics 365 dashboards or in frames.
Conclusion
In this blog, we learned how to create a Power BI report using Dynamics 365 data, and then publish it over the web, so we can utilize it on Dynamics 365 dashboards or iframes. If you have any question or queries, do not hesitate to reach out to us!
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