1. Getting started with Power BI and Dynamics CRM
Presented by:
Steve Ivie

2. Profile Steve Ivie Solution Architect, Tribridge
Over 50+ implementations Microsoft Dynamics CRM, ERP, BI&A and Office 365 with industries such as public sector, financial services, life science, healthcare, professional services, manufacturing and sports and entertainment.
Presenter with the CRM User Group ( MS Dynamics World ( and facilitator with the Microsoft Customer Immersion Experience (CIE).
Author of Building Dynamics CRM 2015 Dashboards using Power BI

3. Objectives Core understanding of Power BI with Dynamics CRM
OOTB Functionality used to Build and Deploy Dynamics CRM Reports and Dashboards with Power BI
Uses of Power BI and how extend the Dynamics CRM dashboards using Apps
Objectives slide to be customized

4. Prerequisites Office 365 Dynamics CRM 2016 Power BI Power BI Designer
Power BI App
If you would like to follow along that what would be great
I the XXXXXX of time some of the setup and connections are pre-configured
I will be glad to help out right after.

5. What is Power BI?
Real-time Data Visualization Service & Desktop Application
Datasets
Reports
Dashboards
Contains a Library of Data Service and Source connections
Portal to Share and Extend Reports and Dashboards
What we used to have to do was … Excel – SharePoint – Web parts – etc.
Real-time Data Visualization Service and Tool
Future of reporting with Dynamics Solutions
Major component of Cortana Analytics
Free with Office 365 License

6. Connect to Data Microsoft Dynamics CRM Data Service Connector Gateways
OData Service
oAuth2 Authentication
Gateways
SSAS
Personal
Content Pack
Services
Collections

7. Templates Sales Manager Service Manager
After we have connected to Dynamics CRM Data we can begin adding visualization and filters to the reports.

8. Features Visualizations Filters & Slicers
Charts
Tables
Maps
Cards
Filters & Slicers
Fly-outs
Column & Page
Visualization
Advanced Calculation and Functions
Question & Answer (Q/A)
After we have connected to Dynamics CRM Data we can begin adding visualization and filters to the reports.

9. Demonstration

10. Get data Select Get Data from Power BI Portal Window
Select Get Services

11. Connect to dynamics CRM
Select Dynamics CRM Online Data Service
Enter the Odata URL from Dynamics CRM Online Instance
Select OAuth2
Enter is Credential for Office 365 instance

12. SALES MANAGER
My Workspace
Dashboards
Reports
Datasets

13. New Report Select File Save As Select Edit Report
Create a New Report Tab named “CRMUG Summit”
Add a Text Box with the Name “CRMUG Summit”

14. Chart Select Opportunities under Fields
Choose Estimated Revenue, Sales Stage, Opportunity Count
AXIS = Sales Stage
Columns = Estimated Revenue
Line Values = Opportunity Count
Visual Filter = Estimated Revenue, Sales Stage, Opportunity Count, Status = Open
Page Filter = Next90Days = True
Copy the Graph
Change to Funnel
Edit Color

15. Map
Select Opportunities under

16. Table
Select Opportunities under

17. Filters & Slicers Page Filter = Sales Stage
Report Filter = Last365Days
Slicer = State

18. PIN to Dashboard
Add a New Dashboard

19. Q/A Page Filter = Sales Stage Report Filter = Last365Days
Slicer = State

20. Content Pack Page Filter = Sales Stage Report Filter = Last365Days
Slicer = State

21. Power BI Designer Desktop Application Editors
Cleansing
Modeling
Visualizing
Editors
Report
Query
Relationship
Download from Power BI Site (
Compared to functionality you see in Excel

22. Data & Queries Data Editor Query Editor Relationship Editor Formatting
Calculations
Query Editor
Group
Pivot
Merged
Append
Relationship Editor
Multi-Sources
Example content slide

23. Reports Report Editor Publish to Power BI Portal
Datasets
Visualizations
Filters
Publish to Power BI Portal
Save as .pbix file type
Local
OneDrive
Example content slide

24. Demonstration

25. Designer Start Power BI Designer from the Desktop
Review Main Window w/ Fields, Visualizations and Filters
Review Editors for Reports, Data and Relationships
Review Top Navigation Modeling

26. Get CRM data
Start

27. GET ERP DATA Connect to Local Dynamics GP instance using Query or
Download and use Customer Aging.xlxs

28. Format Column Select Dates or Values Right Click Column
Change the data type from the menu
Update the Account Number and Customer ID fields using Trim feature for both Customer Aging and Customer Health

29. Create Relationships
Start

30. Merge Datasets
Use Customer Summary.xlxs file

31. Filter Results
Locate “Null” Customer Number F

32. Add Visualizations
Start

33. Publish to Portal Start Prompted for Updates to Content Pack
Edit with Power BI Portal
Ask Questions using Q/A

34. Apps
Windows
iOS
Android
Example content slide

35. Demonstration

36. Other Areas Excel 2016 Publishing Dynamics 365 On Premise Support
Native CRM Dashboards
Cortana Analytics Integration
Example content slide

37. Dynamics CRM
Site Navigation
Custom Webpage
Example content slide