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Get an immediate visual on your CRM data without having to be a Power BI expert
21 July 2022
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.
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.