Creating PowerBI Report with Dynamics 365

Create PowerBI report using Dynamics 365 as data source.

We will create PowerBI report using the Data from Dynamics 365. Once we complete the report we will publish it on the web, so we can utilize it anywhere like the website or CRM dashboards.

Steps to create PowerBI Report

Step 1: Use this link to go to PowerBI site https://powerbi.microsoft.com/en-us
PowerBI website

Step 2: Now download the Power BI Desktop version for free trial.
Power BI Desktop version for free trial

Step 3: After installation, register the user or use the existing one that you had for CRM version as free trial.
CRM version as free trial

Step 4: Now Sign in screen will appear.
Sign in screen appear

Step 5: After logging in successfully, you will see the screen below. Now you should click on Get Data.
click on Get Data

Step 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.
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.
Web API URL form CRM

Step 8: Now provide the above extracted CRM Web API URL in the Organization account.
extracted CRM Web API URL

Step 9: Now click on the Sign in to login to CRM.
login to CRM

Step 10: Now click on Connect to get Data from Dynamics 365 CRM.
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.
build the report

Step 12: Once loaded, you will see the screen below with fields (highlighted) that can be utilized for creation of the report.
creation of the report

Step 13: Now select the Edit Queries option to change according to our conditions.
Edit Queries option

Step 14: Now select the column we want to use in report. For that, click on the Choose Columns option.
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.
choose the columns to keep

Step 16: Once you complete the selection you will see the result as shown in screen below.
queries result

Step 17: Now apply the changes by clicking on Close & Apply.
click on Close & Apply

Step 18: After that select fields and chart type from the visualization section. It will show you the desired chart result.
visualization section visualization section

Step 19: Now click on “Publish” in order to publish it on the WorkSpace of PowerBI.
publish it on WorkSpace of PowerBI

Step 20: After successfully publishing, we can see the reports in My Workspace section under Reports.
reports in My Workspace

Step 21: Now open the report and click on the File menu and then you can see the option Publish to web.
Publish to web

Step 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.
Dynamics 365 dashboards or in frames

Hope this will be helpful.

Thanks!!!

Conclusion

In this blog, we learned how to create a PowerBI report using Dynamics 365 data, and then publish it over the web, so we can utilize it on Dynamics 365 dashboards or iframes.

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