Integrating D365 and Power BI

Here are the steps to integrate:

In the D365 application:

1. Navigate to Sales è Settings è Administration è System Settings
2. Click on Reporting tab in the System Settings popup
3. Select Yes in the Allow Power BI visualization embedding
4. Click OK to save the settings


5. In the Power BI online application, create a Dashboard – the one which we want to be displayed in the D365 application.
6. Refresh D365 application.
7. Navigate to Sales è Dashboards
8. Click the NEW dropdown option in the New Dashboard item
9. Now, we can find the Power BI Dashboard here!!
10. Then select the Power BI Dashboard, a popup to add the new dashboard to D365 appears.
11. 

    Select the Dashboard from the Dashboard list.
    
12. Select Enable for Mobile check box, if you need to have the dashboard on mobile.
13. Click Save to add it to D365 dashboard
14. Once the Power BI Dashboard is added to the D365 dashboard, the various options are
    Edit è to make changes to the dashboard that we are adding Delete è to delete this incase where we added the incorrect one or we do not want to add this Set As Default è to set this dashboard as the default dashboard – to make it be visible as the dashboard as the page loads every time Assign è to Assign to another User or Team Refresh All è to refresh the dashboard Open in Power BI è to open this in the Power BI interface
15. Once the changes are made, click on Save As
16. In the Dashboard Properties popup, give an appropriate name and description
    

    
17. Select Enable for Mobile check box, if you need to have the dashboard on mobile.
18. Click on Save to save the changes to D365.
19. The new Marks of the Student Dashboard, which we created in Power BI is now ready to viewed in D365.

This is a custom dashboard that we created in Power BI. The Power BI sample dashboards like Customer Profitability Sample, Human Resources, etc., can also be populated in D365.

Analyse with Power BI

In this world of Big Data, analysis and extracting data patterns is a very complex but common activity. There are Dashboards and Charts in Dynamics 365, but there are limitations to perform analysis and deriving patters or trends. Dynamics 365 and Power BI integrate to create rich analytics.

We can build Power BI interactive data visualizations into the Dynamics 365 core, by supporting Power BI dashboards, tiles, and reports from within Dynamics 365.
We can now launch Power BI tiles and reports in context from Dynamics 365 grids and forms.
The Power BI for Office 365 cloud service works with Microsoft Dynamics 365 to provide a self-service analytics solution.
With Power BI Desktop or Microsoft Office Excel Power Query for authoring reports and Power BI for sharing dashboards and refreshing data from Microsoft Dynamics 365 (online), sales, marketing, and service personnel in the organization have a powerful new way to work with Dynamics 365 data.

Do you want to know more on how to enable the Power BI report from Dynamics 365? View my next article on Integrating D365 and Power BI.

Dynamics 365 Trial

There are lots of new features that have been added in the Dynamics 365. New integrations with Field Service, Project Service Automation -  now make them to be a part of Dynamics 365. Apart from this there are also Flows, AppSource, Editable grids, Data Export Service, etc., which are added new or enhanced over previous versions. They can be viewed by taking a trial instance from Trial. Follow the simple steps and take the trial. You can purchase it as per the need.

It's now - Dynamics 365 !!

Microsoft Dynamics CRM is now Dynamics 365 including the apps - Sales, Customer Service, Field Service, Project Service Automation and Marketing. They work together seamlessly.

More here

Working with Integrated Parature KB and MSCRM 2016 Online

After integrating Parature KB and CRMOL, we would like to show you how the connectivity works. In this simple video, you can see how to create KB articles in Parature and how they map to the Cases in MSCRM.

Here's how we integrate them!