Dynamics 365 combines ERP and CRM functionalities giving you a holistic view of your customer interactions and business operations. Integrating Power BI with Dynamics 365 will open a whole new range of opportunities as you would be able to use the analytical abilities of Power BI to gain better insights from the data generated by Dynamics 365. But how do you enable Power BI in Dynamics 365?
Since they are both a part of the Microsoft ecosystem, integration is easy. However, there are still a few things you need to do for Power BI and Dynamics 365 integration. In this article, we will look at some of the essential things that you need to know to integrate Power BI with Dynamics 365.
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Integrating Power BI with Dynamics 365 will transform your organization by allowing you to make more effective, data-driven decisions. Here are some of the reasons you need to enable Power BI in Dynamics 365.
Here are some of the reasons why you should go for Power BI and Dynamics 365 integration.
Data Visualization – Creating interactive and custom data visualizations is one of the key functionalities of Power BI. By integrating Power BI with Dynamics 365, you can visualize your CRM data, providing useful insights into customer interactions, sales performance, and other critical metrics.
Unified Reporting – Both Power BI and Dynamics 365 support real-time data connectivity. This means you can work on the data as soon as it is generated by the system. This can be crucial in making timely decisions and responding quickly to market changes.
Data-driven Decision Making – By integrating Power BI with Dynamics 365, you get a holistic view of the customer, sales, marketing, and other operational data. By feeding this data from Dynamics 365 to Power BI, you can perform predictive analysis allowing you to make data driven decisions.
Now, before we move towards integrating Power BI and Dynamics 365, you first need to have a few things in place. Here are some of the essential ones:
Depending on your specific case, you would need additional tools for Power BI and Dynamics Migration. It is also recommended you get help from a professional Dynamics 365 consultant from the start.
At Evolvous, we have experience in executing Dynamics 365 integrations, including Dynamics 365 and Power BI integration. Contact us to find out how we can help.
There are quite a few different approaches for Dynamics 365 and Power BI integration. At Evolvous, we follow an efficient process that ensures complete data integrity, while minimizing turnaround times.
Here is an overview of the steps that we follow for Dynamics 365 and Power BI integration.
STEP 1: Identify Data Sources and Entities
The first thing that we do is to identify the data and the Dynamics 365 entities that need to be analyzed in Power BI. Our team will also work towards identifying the key fields and relationships for your reporting needs.
STEP 2: Access the Dynamics 365 Data
Next, we will be gaining access to the required data. For example, if you want to analyze your sales data from Dynamics 365 Sales module, then we would ensure that we have the necessary credentials and permissions to access the data.
To connect the Dynamics 365 data to Power BI, we might need to set up an API key, OAuth authentication or other methods as the case might demand. After that is done successfully, we would connect and import the Dynamics 365 data through ODATA feeds or APIs.
STEP 3: Data Modeling and Transformation
In some cases, you need to model and transform the data to make sure that it can be used by Power BI to perform analytical and data visualization functions. We primarily use Power BI Desktop application to model and transform the data. In certain cases, this may involve creating relationships between tables, defining calculated columns and perform data transformation.
STEP 4: Create Reports and Dashboards
At this stage, we will design reports and dashboards as per your requirements, based on the imported Dynamics 365 data. The efficient data visualization tools of Power BI will be used to create charts, tables and other visual elements that convey insights. Our team will also organize the visual elements and other data into dashboards that will give you a holistic view.
STEP 5: Publish and Share
Finally, we will be publishing your Power BI reports and dashboards to the Power BI service. You can share the reports with relevant team members by configuring the access and permissions. This will ensure that all stakeholders can collaborate on the reports in real time.
We will also schedule data refresh when the reports are automatically updated with the latest Dynamics 365 data.
Depending on your existing infrastructure and processes, you might have specific requirements. That is why we offer custom solutions to enable Power BI in Dynamics 365, to perfectly meet your needs. Contact us and discover how our team of certified Microsoft Gold consultants can help you.
At Evolvous, we offer a wide range of solutions when you are looking to enable Power BI in Dynamics 365. Here are some of them:
While Dynamics 365 and Power BI integration looks simple, it does have its fair share of challenges. Here are some of the challenges that are often encountered in the process:
There can be several other challenges as well. This is one of the most important reasons why you should work with a Dynamics 365 and Power BI consultant to mitigate the risks.
The time required for Dynamics 365 and Power BI integration varies, depending on the volume and complexity of the data and the extent of customization. Here is a breakdown of the time it takes at each stage of the process:
You can integrate various Dynamics 365 modules, ranging from Dynamics 365 sales, marketing, and finance to supply chain management and human resources. Power BI can also be integrated with Dynamics 365 Business Central. Speak to our consultants to explore more.