{"id":3534,"date":"2016-09-02T18:04:31","date_gmt":"2016-09-02T12:34:31","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=3534"},"modified":"2016-09-02T18:04:31","modified_gmt":"2016-09-02T12:34:31","slug":"steps-to-integrate-dynamics-crm-online-and-power-bi","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2016\/09\/steps-to-integrate-dynamics-crm-online-and-power-bi\/","title":{"rendered":"Steps to integrate Dynamics CRM Online and Power BI"},"content":{"rendered":"

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\u00a0CRM from this 2016 release.<\/p>\n

Here are the steps to integrate POWER BI with Dynamics\u00a0CRM:<\/strong><\/p>\n

There are three Microsoft Dynamics CRM content packs for Power BI. Using this content pack user can analyze Sales, Service, and Marketing data.<\/p>\n

1) Microsoft Dynamics CRM Online Sales Manager.<\/p>\n

2) Microsoft Dynamics CRM Online Service Manager.<\/p>\n

3) Microsoft Dynamics Marketing.<\/p>\n

In this blog, we will see how to use Microsoft Dynamics CRM Online Sales Manager content pack of Power BI for connecting with CRM.<\/p>\n

Steps using Power BI Web:<\/strong><\/p>\n

1) Register with Microsoft Power BI.<\/p>\n

2) Once you Sign in with Power BI, click on Get Data button which is present on left bottom.<\/p>\n

3) To select the “Microsoft Dynamics CRM Online Sales Manager” content pack, click on GET button inside Services tab.\"Power<\/a><\/p>\n

4) Now select the “Microsoft Dynamics CRM Online Sales Manager” content pack.\"Dynamics<\/a><\/p>\n

5) Provide your Dynamics\u00a0CRM organization URL and fiscal year end month number and click on next button.\"MS<\/a><\/p>\n

6) Then select the Authentication method as OAuth2 and click on Sign in button.\"CRM<\/a><\/p>\n

7) Provide your Dynamics\u00a0CRM Credentials.\"MS<\/a><\/p>\n

8) After Successful Sign in process, you can see the Dashboard.\"Power<\/a><\/p>\n

\u00a0Here you can see the Reports.\"reports\"<\/a><\/p>\n

Steps using Power BI Desktop:<\/strong><\/p>\n

Download the Power BI Desktop application and install it.<\/p>\n

1. Launch the Power BI Desktop application and sign in with Power BI Credentials.<\/p>\n

2. Click on Get Data button from menu bar and select the \u201cDynamic CRM Online\u201d service. Then click on Connect button.<\/p>\n

\"Power<\/a>3. Now copy the Dynamics\u00a0CRM OData Service and click on Ok.<\/p>\n

You will get this URL from CRM.<\/p>\n

To get this URL from Dynamics\u00a0CRM navigate to Setting-> Customization-> Developer Resources\"Developer<\/a>4. Now select Organizational account tab and click on Sign in button. Then provide the Dynamics\u00a0CRM Credentials.<\/p>\n

After signing in with Dynamics\u00a0CRM credentials click on Connect button as shown in below screen.\"Connect<\/a>5. Select any data set from open window and click on Load button.<\/p>\n

In screen shot below, we selected opportunities set.<\/p>\n

Using this data set we can create dashboards or reports in Power BI desktop.\"create<\/a>6. Here you can create reports or dashboards using Dynamics\u00a0CRM Data<\/p>\n

\"create<\/a><\/p>\n

Note<\/strong>: To use Power BI feature user will need subscription of Power BI.<\/p>\n

Conclusion<\/strong>:<\/p>\n

Power BI being a compelling data visualization tool, Dynamics CRM Online integration with Power BI is a noteworthy step taken by Microsoft. This blog gives a stepwise guideline required for connecting Power BI web and Power BI Desktop to Microsoft Dynamics CRM Online.<\/p>\n

Completed with Dynamics CRM implementation? What’s next? Monitor User Adoption in Dynamics CRM. Try User Adoption Monitor<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

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\u00a0CRM from this 2016 release. Here are the steps to integrate POWER BI with Dynamics\u00a0CRM: There\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[19,24,45],"tags":[531,953,1343,1349],"class_list":["post-3534","post","type-post","status-publish","format-standard","hentry","category-dynamics-crm","category-dynamics-crm-2016","category-power-bi","tag-dynamic-crm-online-integration-with-power-bi","tag-integrate-power-bi-with-mscrm","tag-power-bi-dynamics-crm-online-connector","tag-power-bi-with-microsoft-dynamics-crm-online"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/3534","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=3534"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/3534\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=3534"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=3534"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=3534"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}