Summary

As a Microsoft Dynamics 365 CRM user you can easily create a report in Power BI using the data that’s in a view of your model-driven app.

Power BI automatically generates the visuals for you, so you can start reviewing and analysing the data produced in just a few simple steps.

How do I do this?

1. The first step is to check that you have embedded content switched on in your Power Apps admin environment.

NOTE: These settings can be found in the Power Platform admin centre by going to:

Environments > [select an environment] > Settings > Product > Features…don’t forget to Save your changes.

2. For the App developer, make sure in your Model Driven App you have selected:

Settings > Features > Yes to Enable Power BI report visualization on a table…then Save.

3. After saving and publishing your app, hit the Play button.

4. When in your model-driven app in Play mode, you will see the “Visualize this View” option appear.

5. Select > Visualize this View – a Power BI quick summary view is produced automatically.

6. Select > Show data table – the actual data table can be viewed as shown.

Factors to consider

• When creating the dataset and report for the first time, it can take some time for you to be able to visualise the data in a view. Microsoft are working to improve this known performance experience.

• Columns are currently not indicated by their display name – they are instead indicated by their logical name. Microsoft will be making updates in the near future, so that columns’ display names appear in the Power BI report.

• If you have guest users in a tenant, this feature will unfortunately not be supported for them.

Further Information

If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk

Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is a comprehensive customer relationship management software, used by small medium & enterprise sized businesses, to give you and your team the power to drive sales growth.

Connect your sales, marketing, and service teams with Microsoft Dynamics 365 CRM – breaking down any data silos.

Dynamics 365 CRM offers a choice of role-based CRM modules: sales, marketing, customer service & field service – simply choose which modules are needed for your business.

Speak to us today to find out which Microsoft 365 applications could be deployed in your business.