Dynamics 365 Solution Templates Install – Sales Management

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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:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.

carldesouza.comLinkedIn Twitter | YouTube

 

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