Create Power BI Report to analyze Dataverse / Dynamics 365 data in Azure Data Lake


To begin with, here we have already configured the Azure Synapse Link /Export to Data Lake service and have configured Account, Contact and User table for the sync.

Check posts on Azure Synapse Link/  Export to Data Lake service:

https://nishantrana.me/2020/12/10/posts-on-azure-data-lake/

Let us now create the Power BI report on the exported data –>

Sign in to Power BI Desktop.

Click in Get Data and select Azure >> Azure Data Lake Gen 2 connector and click on connect.

Navigate to the storage account and the container within it and click on Container properties.

Copy the URL

Replace the blob part https://saazuredatalakecrm.blob.core.windows.net/dataverse-pmaurya105-unqdc8ed1c1df824188bbe2225de96f0

with the dfs

https://saazuredatalakecrm.dfs.core.windows.net/dataverse-pmaurya105-unqdc8ed1c1df824188bbe2225de96f0

Enter the URL and select CDM Folder View


Sign in with the Azure Active Directory account or with an Account key.

In case if you get the “Access to the resource is forbidden” error.

https://nishantrana.me/2020/09/07/error-access-to-the-resource-is-forbidden-while-trying-to-connect-to-azure-data-lake-storage-gen2-using-power-bi-desktop/

Here we have selected the Contact, Account, and System User table.

Click on Load.


Here we’d create a basic report that shows Contact’s full name, email, along with Account Name (left join with Account) and Owning User Full Name (left join with System user)

Let us choose the appropriate columns from the contact table.

fullname, emailaddress1, owninguser, ownerid_entitytype, parentcustomerid, parentcutsomerid_entitytype, parentcustomeridname


Now to get the full name of the owning user and the Account’s name, let us left join the contact table with the system user and account table.

Select Merge Queries as New in the Power Query Editor.



Merge Contact with Account


Merge with System User


Expand the account column and select the name field for the merged query.


Similarly, select fullname for the systemuser.


Close and apply the updates.


Below we have our report ready.



Save and publish the report.

More posts on Power BI – https://nishantrana.me/2018/11/24/power-bi-and-microsoft-dynamics-365/

Hope it helps..

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Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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