Install Power BI Dynamics 365 for Sales Content Pack

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BEFORE WE START, I NEED YOUR HELP.
 

I AM SPENDING MORE TIME THESE DAYS CREATING YOUTUBE VIDEOS TO HELP PEOPLE LEARN THE MICROSOFT POWER PLATFORM.

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THANK YOU, AND LET'S KEEP LEARNING TOGETHER.

CARL

https://www.youtube.com/carldesouza

 

To install a Dynamics 365 Content Pack for Power BI, go through the following steps.

First, log into powerbi.com. Then, select the Get Data at the bottom of the screen:

This will open the page below:

Select under Services Get. Search for Dynamics:

Select the Microsoft Dynamics 365 Online Sales Manager. Click Get It Now:

Enter your Dynamics 365 URL and Fiscal Year End Month Number. Note the trailing / should be omitted or you may receive a “Failed to update model parameters” – not sure if that is the cause but I did experience this behavior.

Select to authenticate with OAuth2 and sign in:

A new Dashboard, report and data set will be installed:

Dashboard:

Reports:

Let’s install the Service Manager content pack:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

carldesouza.comLinkedIn Twitter | YouTube

 

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