To install the Sales Management for Dynamics 365 Solution Template, go through the following steps.
Go to https://powerbi.microsoft.com/en-us/solution-templates/dynamics-crm/
Click Install Now:
Select the instance of Dynamics 365, on premise or online and click next:
Click Connect:
Click Accept:
If you do not have an Azure account, you will see this message:
Sign up and click Connect again. Select the organization and the subscription:
Pricing calculator: https://azure.microsoft.com/en-us/pricing/calculator/
Estimated costs (link not working but previous link: https://github.com/Microsoft/BusinessPlatformApps/tree/master/Source/Apps/Microsoft/Released/Microsoft-CRMSalesManagement#dynamics-365-export-pricing)
Connect to Azure Key Vault:
Click Next:
Connect to SQL. Either select an existing database or create a new one:
Server sku options:
Click Check Availability and Next:
Determine if you want to use Azure Analysis Services or not:
Link to analysis services information: https://azure.microsoft.com/en-us/services/analysis-services/
Set the fiscal year:
Run:
The solution will process.
Wait for the all done and download the PBIX Report file:
In portal.azure.com you will see these 3 resources created:
Open the downloaded PBIX file:
Click Edit Queries and then Edit Credentials:
Change the authentication type to Database and enter the credentials:
You will now see your data. Click Close and Apply:
Click Refresh:
The report data will update.
Tabs:
To publish to powerbi.com, select Publish and enter your Power BI credentials:
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