In the course of this blog, I expect that the reader has some basic knowledge of Dynamics CRM. However, if you don’t know Power BI, then it’s not a big deal. The primary focus of this blog is how to use Power BI for Custom Entities of Dynamics 365 Online.

What is Power BI?

I recommend you refer to my previous blog about What is Power BI?

Set Up Power BI

  1. Sign up free for Power BI with your work email address (remember your personal email address won’t work such as Hotmail, Yahoo, Gmail, etc.). In case you don’t have work email address, then create a new Dynamics CRM Online trial and use this newly created *@*.onmicrosoft.com.

set up power bi

 

  1. Once you complete the signup, you will get on the Power BI Landing page.

power bi landing page

 

Download Power BI Desktop

  1. In order to bring Custom entities of Dynamics 365 to Power BI, we need the Power BI Desktop to achieve our goal.
  2. Download Power BI Desktop.

Or

From Power BI Landing page on the top right corner, you will see the Download icon. Select ‘Power BI Desktop’.

Installation of ‘Power BI Desktop’ is pretty straight-forward. So, I won’t go down that road. 🙂

Download Dynamics 365 Content Pack (Optional but recommended)

  1. Dynamics 365 Team has shared two content packs:
    1. Microsoft Dynamics 365 (online) Sales Manager
    2. Microsoft Dynamics 365 (online) Service Manager
  2. Download either one of them or both. I recommend to download both of them and check how Dynamics 365 team is showing the strength of Power BI.

Use Power BI for Custom Entities of Dynamics 365 Online

At this point, we have all our necessary items to achieve our goal in this post. So, let’s start the ride.

  1. Double click Power BI Desktop.

power bi desktop

  1. Power BI Desktop will show a popup screen for the ‘Sign-In’. Sign in with the credentials used in setting up Power BI.

Integrate Power BI for Custom Entities

  1. Dynamics CRM Online 2016 Service: <Dynamics CRM Online URL>
    1. In our case, it is https://karachi786.crm4.dynamics.com
  2. Once you’ve signed in, click ‘File’ > ‘Open’ and select the ‘Dynamics 365 Content Pack – Sales Manager.pbix’ file. If you want to understand more about the ‘Dynamics 365 Content Pack – Sales Manager’, then check this article.

dynamics 365 content pack

 

  1. In case, you didn’t download the ‘Dynamics 365 Content Pack – Sales Manager’, then click ‘File’ > ‘New’.
  2. Click on ‘Get Data’, then select ‘More’ under ‘Home’. A new popup will appear.

get data

  1. Search ‘Dynamics’, select ‘Dynamics 365’ component and click on ‘Connect’.

click connect

  1. A new popup will appear where you need to enter your Dynamics 365 OData endpoint URL and click on ‘OK’.

enter odata endpoint

You can find your Dynamics 365 OData endpoint URL at Settings > Customizations > Developer Resources and locate the URL under Instance Web API.

odata endpoint url

  1. A new popup will appear. Select ‘Organizational Account’ and click on ‘Connect’. In case you’re not yet signed in, click on ‘Sign-in’ before clicking ‘Connect’.

select organizational account

In my Dynamics CRM Instance, I’ve created a new custom entity named as ‘Event’. Pretty Simple and straight forward which you can see on below picture. And, created three records in it.

active events

  1. In the navigator popup, search ‘event’, select ‘new_events’ from the list and click on ‘Load’.

navigator pop up

  1. Then, I bring ‘Stacked Column Chart’ on the Power BI Desktop – Report (by default selected).
    1. Axis – Location
    2. Value – Number of Attendees

stacked column chart

  1. Click on File > Save. Once saved, click on ‘Publish’ button.

click on publish

  1. A successful Publish to Power BI appears. Click on ‘Open Event Dashboard.pbix’ in Power BI.

publishing to power bi

  1. In your browser, navigate to app.powerbi.com. Select ‘Event Reports’, and on the chart, click on the Pin icon.

select event reports

  1. A new popup will appear. Select ‘New Dashboard’, enter a name, and click on ‘Pin’.

pin to dashboard

  1. Now, go to Sales > Dashboard > click on ‘New’ button, and following options will be available:
    1. Dynamics 365 Dashboard
    2. Power BI Dashboard
  2. Select ‘Power BI Dashboard’ and a new popup appears. Choose ‘Event Dashboard’ and click on ‘Save’ button.

add power bi dashboard

 

Voila! You now have custom entity chart using Power BI on Microsoft Dynamics 365.

Custom Entity chart using Power BI