How can we connect a Power BI desktop with Dynamics 365 online?

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This topic contains 2 replies, has 3 voices, and was last updated by  John 10 months, 1 week ago.

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  • #12025

    Chloe Jacobs
    Participant

    < ![CDATA[How can we connect a Power BI desktop with Dynamics 365 online? ]]>

    #12858

    John
    Participant

    Hello Chloe,

    Steps

    1. Start Power BI Desktop and click “Get data”.

    2. Select “Online Services > Dynamics 365 (online)” and click “Connect”.

    3. Enter the URL for your Dynamics 365 for Finance and Operations environment and append “/data” to the URL. Click “OK”.

    4. In the OData feed window, you will select “Organizational account” in the left pane. You will have to “Sign in” using your Dynamics 365 for Finance and Operations credentials:

    5. Once signed in, click “Connect”.

    6. Power BI Desktop then connects to the OData feed of your Dynamics 365 for Finance and Operations environment and brings back a listing off all entities available for reporting
    (those marked as “IsPublic” within Dynamics 365 for Finance and Operations). Note: this may take a few minutes to load.

    7. In the Navigator window, you can search for specific entities, rather than scrolling through all the hundreds of available entities.

    8. If you click on an entity, you will be able to preview the data in the preview pane.

    9. Once you have selected the desired entities, click “Load”.

    10. Power BI Desktop will load the entities and their data.

    11. Then, in the “Relationships” workspace of Power BI Desktop, you can create relationships between the entities.

    12. You can work in the “Data” workspace of Power BI Desktop and also in the “Report” workspace.

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