Every organization has to create individual reports as per departments so that they can analyze their data that is important for their departments.
Dealing with the number of excel sheets and various reporting applications or services is quite a tough process. Previously, generating and maintaining these reports were not being done in real-time.
Hence, employees were trained to create such critical reports, which became a hindrance for many companies to train employees.
By analyzing this issue, Microsoft found a solution to it and launched Power BI – A Business Analytics service tool, which can generate and maintain reports in real-time.
So, before we begin with Power BI, let’s have some glimpse of it.
Power BI is a business analytics service tool launched by Microsoft. It was originally designed by Ron George in 2010 and named Project Crescent.
Later it was renamed in 2013 as Power BI for Office 365. The first release of Power BI was based on the Microsoft Excel-based including add-ins like:
- Power Query
- Power Pivot
- & Power View
As time passed and technologies get updated, Microsoft also added many additional features like Questions and Answers, enterprise-level data connectivity and security options via Power BI Gateways.
Today it’s a time where Microsoft is confirmed by Gartner (in February 2019), as a leader in the “2019 Gartner Magic Quadrant for Analytics and Business Intelligence Platform” as result of the capabilities of Power BI platform.
The new integration of Power BI with Microsoft Dynamics 365 can deliver data in real-time to and from all the departments of an organization.
Now you can easily accomplish data without a programmer while using Microsoft Dynamics Power BI. Not only this, all departments of your organization can easily access the essential information needed to them.
With the new version of Microsoft D365, Power BI can integrate all the data into one system and can help you create a personalized dashboard for a user or as per the departments.
Come, let’s check out some of the pros of using Power BI within the Microsoft Dynamics 365.
Advantages of Power BI
Real Time Report:
Integration of Power BI with Microsoft Dynamics 365 can help you update real-time information in any report. That means a real-time report will be always ready and can be accessed from any place.
This can help a user or all the departments of an organization to keep track of the data by just browsing the dashboard explicitly designed for them.
Improving Customer Services:
It becomes easy to evaluate cases for customers, allowing customer service to base priority and response time.
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With Microsoft Dynamics 365 and Power BI, you can also analyze data providing insights on improving performance, customer satisfaction, and generate pixel-perfect paginated reports as per your business needs.
This all advantages can help you and your team to transfer data into stunning visuals and share them with colleagues on any device.
So, let’s check how easily you can integrate Microsoft Dynamics 365 with Power BI.
Integration of Microsoft Dynamics 365 with Power BI
The first step is to enable the integration process. For that you need to follow the below steps:
Go to Dynamics 365 > Browse settings > Administration > System Settings > Select Reporting Tab
After configuring Dynamics 365, moving to the next step i.e.
You need to connect with one of the Content Packs, made for Dynamics 365 inside Power BI. Feed the OData from D365. Follow the steps:
Go to settings > Customizations > Developer Resources.
(Note: Copy the Service Root URL (till.com), for future use)
After this, you need to login to the Power BI with the same account as you logged into Dynamics 365.
Open sidebar > click on Get Data
Under the Content Pack Library
Select services, as shown in Fig.
As you click on the Get button, you will be prompt on the next page as shown below.
Search for “Dynamics 365” & select “Customer Service Analytics for Dynamics 365”.
As you will click on the “Get it now”, a page will prompt to the next page showing in a figure.
Click on “Get it Now”.
And you will be screened with a new pop up page, place the URL from the developer resource of Dynamics 365. (https://yourcompanyname.api.crm11.dynamics.com)
Complete the procedure and you will be directed to the below pop up page.
In that, select Authenticated Method > Select “oAuth2” & click sign in.
A new sign in page will come, enter login credentials (the same used for login in Dynamics 365 and Power BI)
After a few minutes, you will be prompted with a new dashboard (As shown in below figure).
Almost up with setting the dashboard, head back to the Dynamics 365.
Click Services > Dashboard > Click on “New” dropdown > Select “Power BI Dashboard”
You are now all set to use Power BI with Dynamics 365.
If you will use on mobile, then right tick the “Enable for Mobile” and save the changes.
After the integration of Power BI with Dynamics 365, you can see the Customer Service Analytics for Dynamics 365 Dashboard. You can also switch back to the Power BI, whenever you want.
If you wish to share the dashboard with your colleagues, then you just need to share the dashboard in Power BI. Then the person can import that into their personal dashboard inside D365, so security is pretty much handled by Power BI.
Source: Dynamics 365 Community
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