Business Intelligence tools are becoming increasingly popular with
The impact of embedding Power BI dashboards in Dynamics 365
What if your salespeople could see a breakdown of their quarterly goals side by side with their top opportunities that are likely to close this month when they log into Dynamics 365 for Sales every morning? What if your customer service agents could see their average time to close cases next to their longest outstanding cases? Connecting Power BI to Dynamics 365 provides your teams with data they typically must go digging for – motivating them to close more sales and resolve cases sooner. The fewer applications your users need to sign into to do their job, the more productive they will be. When Power BI is connected to Dynamics 365, administrators can embed Power BI reports and dashboards right on the Dynamics 365 homepage.
Embed Power BI visualizations on Dynamics 365 personal dashboards
To add a Power BI dashboard in Dynamics 365, go to a dashboard in Sales, Service, or Marketing. Select New and choose the option for Power BI Dashboard. You may need to sign into Power BI. Next, on the open dialogue box, select the workspace and dashboard you want to embed. If you want to make the dashboard available for viewing on mobile and tablets, select Enable for mobile.
Note: Users will need a Power BI Pro license to be able to view the dashboard in CRM or Power BI.
To add Power BI visualizations to Dynamics 365 for Customer Engagement personal dashboards a setting must be enabled. To check this setting go to Settings > Administration > System Settings > Reporting tab > Allow Power BI visualization embedding
Power BI Apps
Much like content packs, users search for apps within Power BI using the Get Data button. Users will first see apps published by designers within their organization but can toggle the search to discover external apps. Apps can also be publicly published and are available on the Microsoft online marketplace, AppSource.
Combine Dynamics 365 data with outside data sources
Power BI usability is not limited to the Microsoft ecosystem. Administrators can connect external data sources to Power BI to generate the same type of apps, dashboards, and reports available to Microsoft data sources. Typical data sources include CRM systems, ERP systems, marketing applications, and custom databases. For databases not stored in the cloud, Power BI can typically create direct connections to them using a Power BI gateway installed on the server or PC where that database is located. For other data sources such as those not stored in the cloud (excel, csv, json), datasets can be manually loaded into Power BI via a file upload.
Note: For manually uploaded datasets, the file can be reimported or published from Excel or Power Bower BI desktop, but these are not automated processes.
What if you want to combine data sources to create advanced reports? Power BI Desktop gives licensed users the ability to connect to multiple data sources and shape the data into a single query to be used for shared dashboards and reports. It is important to note that when data sources are combined, the original data sources are not affected, only the copy of the data that Power BI creates to run reports is changed. A great example of this is combining data from Dynamics 365 Business Central and Dynamics 365 Sales to better visualize financials by customer and team. For example, a user could create visualizations that show financial data by customer from Business Central with projected revenue by customer in in Dynamics 365 for Sales to gain better insight into the sales cycle.
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By Syvantis Technologies, Inc.