Power BI Reporting with Dynamics 365 Customer Engagement

By Jeff Spehn | February 26, 2020

Power bi reporting with dynamics 365 customer engagement

As Microsoft Power Platform’s tools are becoming an insurgence in many businesses, Power BI, the main reporting tool of the Power Platform is also getting used by more companies. This article isn’t about building Power BI reports. There are many existing documents, articles and blogs that discuss getting Power BI running in your business. Rather, this article is about leveraging Power BI Reports, charts, KPI’s and Dashboards into your Dynamics 365 Customer Engagement (CE) application.

What is Power BI?

Power BI is one of the four pillars of Microsoft’s Power Platform (others are Power Apps, Power Automate (formerly known as MS Flow) and Power Virtual Agents). It is the “go-to” platform to deliver data-driven insights into everyone’s hands. Reports, Charts and KPI’s can be created in Power BI from really any database. Of course, there are “out of box” data connectors to use data from Microsoft Products such as Dynamics 365 CE as well as many other Microsoft and non-Microsoft applications. Using these connections, users can build reports, charts and KPI’s using a tool called Power BI Desktop. Once created, they can be published to Power BI, which is a component of Microsoft Office online. Once published, users can be granted access to these reports and charts via their browser or through the Power BI app as part of Office 365. Different reports and charts can be gathered and combined and published on Dashboards for users to help with organization, which is very similar to how you may be creating Dynamics 365 dashboards with different views and charts.

You should know there are different licensing options for Power BI (including a free version) which is explained here: https://docs.microsoft.com/en-us/power-bi/service-admin-licensing-organization

Using Power BI in Dynamics 365 CE

Once you have a Power BI report, chart or dashboard created and published, you can integrate them into Dynamics 365 CE. There are a couple of “easy” ways to do this and a few more complex ways. We will focus on the easy methods that most any user can accomplish.

The easy methods involve Dynamics 365 CE personal dashboards. Dynamics users can create their own personal dashboards and they can choose to include Power BI tiles on their dashboard along with other, standard Dynamics 365 CE charts and views. They can also create an entirely new dashboard and just “hook” it to an existing Power BI Dashboard.

First, you must make sure your Dynamics 365 CE Organization has Power BI Visualizations setting set to “Yes”. This is done under SETTINGS – ADMINISTRATION – SYSTEM SETTINGS

Next, a user can create their own personal dashboard (or edit an existing personal dashboard):

When configuring your personal dashboard, you can add a Power BI Tile:

Next, choose the Workspace, Dashboard, and Tile you have created and published in Power BI that you want to be rendered in your Dynamic 365 CE Dashboard tile.

Power BI Tile using D365 Business Central

You can also choose to take an entire Power BI Dashboard and make that a Dynamics 365 personal Dashboard:

Users can also just “hook” their personal Dynamics 365 CE Dashboard to an existing Power BI Dashboard.

When creating an entire Power BI Dashboard, simply choose the location of your Power BI Dashboard:

Below is an example of a Dynamics 365 personal dashboard with a tile coming from a Power BI report/chart shown alongside existing Dynamics 365 CE charts and views:

That is it! You now have exposed your creative Power BI objects into your Dynamics 365 Dashboards. Power BI can create complex reports and charts such as the example above where we are plotting potential customers on a map of Minnesota. You can also do heat maps of where your revenue or potential revenue is coming from, etc.

There are other, more complex ways to show your Power BI reports and charts inside of Dynamics 365 CE. For example, you could embed a Power BI object on your Account Form in Dynamics. This would be done using an iFrame or some other method and those charts and reports can obviously be contextual to the Account record you are looking at.

Since the above instructions are simply rendering reports, charts or dashboards you have already created in Power BI, the information contained in these reports can be from other systems. The Power BI objects can also be data combined from multiple systems such as Dynamics 365 CE and your ERP system.

Using the above methods, you can deliver powerful data-driven insights into your Dynamics 365 CE user’s hands with a few easy steps.

Related Posts

Recommended Reading:

5.27.22 Dynamics GP

How to Run Drop Ship Sales in Dynamics GP

Need to Invoice the Customer before you get the invoice from the vendor? This The freight forwarder has contacted you […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release – Protecting G/L Accounts From Being Deleted

There are a lot of exciting New Features in Dynamics 365 Business Central 2022 Wave 1 Release to get excited […]

Read the Article
5.25.22 Financials

Rounding Numbers in Power Automate

  If you’ve ever tried to round numbers in Power Automate, you have probably already run into the issue there […]

Read the Article

Manage U.S. Use Tax on Purchase Orders in Dynamics 365 Finance and Operations

  Managing sales tax requirements on your business purchase can be complicated, but Dynamics 365 Finance and Operations can help […]

Read the Article
5.19.22 Dynamics CRM

How to Write a Great Support Ticket in the Stoneridge Support Portal

Submitting a support ticket through the Stoneridge Support Portal is a quick and effective way to get assistance for any […]

Read the Article

Managing Your Business Through Uncertain Times Using Dynamics 365 Finance and Operations

  Dynamics 365 Finance and Operations (F&O) can help you make informed decisions on how to move your business forward. […]

Read the Article
5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!