In previous posts we covered
Creating a Power BI Report using Dynamics 365 Online Service.
Publishing it and Showing it inside Dynamics 365 and scheduling its Refresh.
Apart from creating our own Power BI Report another way of quickly be up and running is to use the Content Packs provided by Third Party Service, for e.g. here we will be using Sales Analytics for Dynamics 365 content pack provided by Microsoft.
Login to the Power BI service, click on Get Data, select Services.
Select Apps and choose the Sales Analytics for Dynamics 365 from the AppSource.
If we search for Dynamics 365, we can see around 15 Apps provided by Microsoft.
Back into our Sales Analytics for Dynamics 365 App, when we click on Get in now we are presented with the option where we need to Specify the URL of our Dynamics CRM Online Service and Fiscal Year End Month Number for that organization.
In the next screen, we need to select OAuth2 as the authentication method and followed by signing in.
This installs the app which would be available in the Apps section.
Clicking on the installed Sales Analytics App opens the Dashboard
Clicking on Ask a question about your data inside Dashboard allows us to analyze the data by allowing us to choose the criteria
Here we have filtered the accounts by created on by month along with the owner
Also, we can see around 10 different reports created inside that app.
- Sales Performance
- Sales Leaderboard
- Win/Loss Analysis
- Top Won/Lost Details
- Sales Pipeline
- Sales Pipeline Dashboard
- Sales Activity
- Open Activities
- Lead Analysis
- Account Analysis
Similarly, we can create our own Content Packs to be shared with either specific group or with the entire organization.
Click on settings gear inside Power BI Service and select Create Content Pack
Here we are creating a content pack choosing the Dashboard, Reports and the Dataset that we created earlier in the previous posts.
Once published, the user 2 can click on Get Data and search for and can see the content pack.
Clicking on Connect adds the Dashboard, Report, and the corresponding Dataset to the My Workspace of the user. Only the user who had created the content pack can edit the artifacts that are part of Content Pack, however, the other user of the organization can save a copy of it and can work on it.
More on it
Hope it helps..