How to get Dynamics CRM – Online Data into Power BI

In this post we will see how we can get Dynamics CRM data into Power BI.

Open power bi desktop Go to à Home Tab à click on Get Data it will open all available data sources.

Select Dynamics D365 à Provide your web API URL of D365 instance. It will load all entity select required entity.

Provide your CRM instance organization URL

Provide your CRM instance credentials in the Organization account tab.

After clicking on ok it will load all your entities. like as

Select the entities on which you want to perform reporting operation.

After Selection of Entities Power BI Home Page will appear as shown below.

Power BI:

Power bi used for to display your data into visualization. Its support a lot of data resource like

SQL, CRM, excel, csv etc.

Generally Power BI is a reporting tools like SSRS and Crystal report, by using this we can display our record in graphically.

For more information visit to Microsoft link…

https://docs.microsoft.com/en-us/power-bi/power-bi-overview

It’s come under 3 section

•  Power bi desktop 
•  Power bi services 
•  Mobile Power BI

1.       Power BI Desktop: It’s a free desktop application you can install in your system. You can perform connect, visualization and transform of your data. From here you can connect to multiple data sources.

2.       Power BI Services: Using this we can publish our desktop power bi report to power bi services. This is a cloud service and is used to publish Power BI reports and data visualizations

3.       Mobile Power BI: available on Windows phones and tablets, as well as for iOS and Android devices.

How to download Power BI Desktop:

Go to this link… https://docs.microsoft.com/en-us/power-bi/desktop-get-the-desktop

                            https://powerbi.microsoft.com/en-us/desktop/