How to set up Power BI & Integrate it with Microsoft Dynamics 365?
Microsoft Power BI is now one of the powerful tools for data analysis and reporting. Integrating it with Microsoft Dynamics 365 can help you even more!
If you are not yet aware of dynamics 365, you should know that it is a suite from Microsoft that combines several departments such as sales, customer services, operations, and others to offer you a much convenient experience at working.
Here is a step-by-step method of setting up ms power bi and integrating it with Microsoft Dynamics 365.
Criteria for the Integration
There are certain criteria that you should follow for this integration process.
• You need to have administrator privileges of Azure Active Directory(AAD).
• You should have one sign-in for Power BI.
• You should also sign in to the System Administrator role in Microsoft Dynamics.
• You should have similar login and tenant.
Power BI Set Up and Microsoft Dynamics Integration
Step - 1 - Download the Power BI desktop application on your system first
Step - 2 - After the application has been downloaded, launch it and log into your BI account.
Step - 3 - Now, you have to paste the dynamics 365 username and continue.
Step - 4 - To complete the configuration process, go to Files and the Options and click on data Load.
Step - 5 - Get data from the database under the data load.
Step - 6 - In the database, you can select the right data from the table that has been displayed.
Step - 7 - Now, get a preview of the data that you have selected and then load them.
Step - 8 - Finally, you can check the data that you have loaded from the data button that you will find on the left side.
Step - 9 - Next, you have to go for the Entity Relationship Diagram that you can create by forming a bond between the tables displayed on the screen.
Step - 10 - Add the right elements provided under the tab Visualizations for adding visualizations.
Step - 11 - Use the filter option for making visualization for different data.
Report Accessing and Getting Online
After creating your report, you may wish to get it online to share it with your organization. First, you have to open another power bi tab and log into it. Now, create a workspace here, paste the created report on this new tab, and publish it. As you hit the publish button, the report goes online, and you can show it to different people and even share it with anyone you wish to online.