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How to quickly visualize data using automated Power BI Reports in Dynamics 365 CRM
1 June 2023
The ‘Visualize this view’ button opens up a whole new world of interactive and powerful reporting using the PowerBI reporting tool.
Microsoft makes this tool available to all users, with no additional licensing or setup costs.
NOTE: This feature does have limited capabilities. Full calculations and aggregates are available in the Power BI App, but the sharing and scheduling of reports does need a Power BI license.
However, this quick visualisation tool is developing and changing as we speak. Watch the space!
Making it Simple
By simply clicking on the ‘Visualize this view’ button, the system will take the data in the view (columns and filters) and apply a range of charts it thinks is suitable.
Below shows an automated report on Active Accounts:
Selecting the data
By checking and unchecking data columns, you are ‘telling’ Power BI what data is interesting to you.
By clicking within a chart area, you are adding a filter to the data.
In the example below, CRM user Darren Bailey was selected.
Result: All other charts are now highlighting and showing data where Darren is the Owner. There is also a Filter pull out tab to enable you to perform more complex filtering.
Customising the Charts
Clicking on the edit button opens up a panel, which gives you the opportunity to change the chart type and fields used on the X- and Y-axis.
The aggregate (sum, max, count, etc) can be found on the ellipsis menu of the field list. If the system finds a numeric value (e.g., Quantity Ordered) it will default to doing a sum of the values.
NOTE: At the moment, it is not able to sum currency fields (e.g., Estimated Revenue). These features are available in the Power BI App.
Additional information can be found on the Microsoft learn page: Visualise your data quickly.
Microsoft Dynamics 365 CRM
Deliver dynamic insights to transform your sales team and build lasting customer relationships.
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 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.
This progressive technology helps you to:
- Generate insights
- Analyse performance
- Attract new customers
- Retain existing customers
Speak to a member of the GCC team to find out more.