Setting up Power BI and Integrating it with Microsoft Dynamics 365

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 👇
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[@rachidouaddane4889]

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

[@moppu4]

Thanks so much for this!

[@azurea7]

Perfect! Very structural

[@ahmettanrkulu599]

Thank you so much.

[@rajum5453]

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?

[@SivasankarVenugopal1982]

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?

[@mihaeliljic720]

Thank you very, very much!

[@bharathpeddireddy2508]

excellent

[@pragmatiq8763]

Thank you!

[@hosa380]

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

[@pragas4288]

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

[@mohanb1034]

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

[@pragmatiq8763]

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 [e-mail]. Thank you!

[@bennydxb]

Can we connect with views from msd

[@norpriest521]

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

[@pragmatiq8763]

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 [e-mail]. Thank you!

[@subhajyotibhattacharyya4807]

can I connect d365 finance and operation with same procedure

[@abdullahahmad1864]

Hi
did you get an answer for your question?

[@pragmatiq8763]

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.

[@denwo1982]

Doesn’t mention row level security

[@myjpkl]

Change the subject to : Pull report from D365 , this not integration.

[@pablovillardelcastillofern4630]

This is not a integration with dynamics365 online it's to a dashboards of dynamics 365...