Category Archives: Power BI

Working on Lookup field of Dynamics 365 in Power BI

Introduction: Recently, we had a business requirement to show lookup fields name in our Power BI Reports. In Power BI Lookup columns show its guid and not name. So after some research and play around we found a solution to this problem. We achieved it by using LOOKUPVALUE function. Here as you can see in… Read More »

Connect to the Power BI Using Common Data Service (CDS)

Introduction: The Common Data Service is an integral part of the Business Application Platform, providing secure cloud storage for your app data and integrating with Office 365 and Dynamics 365. Common Data Service (CDS) is one of the way to pull data from Dynamics 365. Common Data Service (CDS) enables us to easily build and extend… Read More »

How to Use Columns in a Slicer from Multiple CRM Datasets in Power BI Reports

Introduction: Microsoft Power BI is a powerful tool used for data analysis and reporting using data from different sources, for instance, Dynamics 365. Sometimes reports demand the use of a filter and recently we had a business requirement to apply a filter based on a column from two data sets. The requirement was to have… Read More »

Quickly Open Entity record from Power BI report in Dynamics 365 CRM

Introduction: Power BI is a data analysis and visualization tool which provides various controls for this such as different types of charts, slicer etc. Using these controls user can analyse and monitor organizations or business growth easily. However recently we had a business requirement where we were supposed to show the Case records in a… Read More »

Show Dynamics CRM Data Publicly Using Power BI

Introduction: We have already shown how to integrate Dynamics CRM and Power BI in our previous blog. Since Power BI has proved to be a powerful visualization tool for Dynamics CRM users, we can use Power BI in multiple ways to analyze our business data. Consider a scenario where we want to generate a chart… Read More »

Steps to integrate Dynamics CRM Online and Power BI

As we know, POWER BI is very robust application, which helps to analyze Business Data. It can be a powerful visualization tool for Dynamics CRM users for analyzing their Business. Hence, Microsoft has introduced integration of POWER BI with Dynamics CRM from this 2016 release. Here are the steps to integrate POWER BI with Dynamics CRM: There… Read More »