Setting up Power BI and Integrating it with Microsoft Dynamics 365

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In this step-by-step tutorial, we demonstrate how to set up Power BI and integrate it with Microsoft Dynamics 365.
The timestamps to guide you through this video:
00:18 Download Power BI Desktop App
00:51 Login
01:17 Configure the Import Settings
02:23 Get Data
04:51 Entity Relationships Diagrams
07:09 Visualisations
11:10 Accessing your Report
If you would like to learn more about Power BI 👇
www.pragmatiq.co.uk/solutions...
To find out how Pragmatiq can support your business, contact us using the details below 👇
✉️ sales@pragmatiq.co.uk
📞 01908 038110
💻 www.pragmatiq.co.uk

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Опубликовано:

23 июл 2024

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Комментарии : 22

@moppu4 Год назад

Thanks so much for this!

@azurea7 Год назад

Perfect! Very structural

@ahmettanrkulu599 2 года назад

Thank you so much.

@rachidouaddane4889 11 месяцев назад

Nick, you are a Star* - this helped me a lot. You are a Brilliant Tutor 🙂

@rajum5453 2 года назад

while deploying solution other org do we need to change any settings(like connections etc) for power bi report to load with out any issue in uat/prod orgs?

@mihaeliljic720 2 года назад

Thank you very, very much!

@hosa380 2 года назад

I have fields that show the data value, how to show the Formatted Value / Text Value?

@bharathpeddireddy2508 2 года назад

excellent

@pragmatiq8763 2 года назад

Thank you!

@SivasankarVenugopal1982 Год назад

Let us assume , I am the user of D365 and Power BI report, I should see the power BI report data according to my D365 role, How can we do that?

@pragas4288 4 месяца назад

Can we display Power BI report in Dynamic 365 and assign RLS based on 365 authentications? If so can you please help here

@mohanb1034 2 года назад

Could you please tell how to install power BI templates in fundraising and engagement in D365

@pragmatiq8763 2 года назад

Hi Mohan, we offer Power Platform Consultancy packages which can be used for Power BI consultancy and training, which you can find out more about here: www.pragmatiq.co.uk/power-platform-consultancy/. If you would like to speak more about these options, please reach out to sales@pragmatiq.co.uk. Thank you!

@subhajyotibhattacharyya4807 2 года назад

can I connect d365 finance and operation with same procedure

@abdullahahmad1864 2 года назад

Hi did you get an answer for your question?

@pragmatiq8763 2 года назад

Hi Subhajyoti, we don't specialise in Finance & Operations. We don't believe there is an out-of-the-box connector for this, however, you will be able to the SQL database.

@norpriest521 2 года назад

can you teach how to embed power bi dashboard on d365 ?

@pragmatiq8763 2 года назад

Hi Nor, we offer Power Platform Consultancy packages which can be used for Power BI Training, which you can find out more about here: www.pragmatiq.co.uk/power-platform-consultancy/. If you would like to speak more about these options, please reach out to sales@pragmatiq.co.uk. Thank you!