Microsoft Power BI

Hi,

Why Power BI ?

Power BI is a kind of tool for makeover of primitive data into profound and worthwhile information for business analysis. 

Organization data can be renovated into rich visuals to accumulate and organize so you can concentrate on what matters to you.Stay in the know, spot trends as they happen, and drive your business further.

Let us see how to use Power BI for Dynamics CRM.

• Logon to Microsoft Power BI

• Sign in with your Office365 account.

• Click on Dynamics CRM icon and click >> Connect.

• Power BI will request for Odata URL from your CRM instance.

• Open you CRM instance goto >> Customizations >> Developer Resource >> Odata URL.

• Provide the Odata URL and Login using oAuth2 by using your CRM credentials

• Once done with authentication Power BI will try to load the data for CRM instance.

• Here we have 3 different TABS 
• Dashboards
• Reports
• Datasets

• Microsoft by default would have done Dashboard & Reports setting like below.

Dashboard

Reports

• We can still modify our Dashboard as we like.
• We can also build our own custom reports from DataSets TAB.

• Filtering data is much easier just click on diagram data related to the same will get filtered all over charts and highlights filtered data.

Hope you find the post useful.

Cheers.. :)

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