Power BI for Office 365 and CRM 2015: Get CRM data to Excel with a click

CRM Backlog

What is Power BI?

Power BI is a cloud-based service that works together with Excel to provide a complete self-service analytic solution. With both Excel to author reports and Power BI for Office 365 to share them, you can give everyone in your organization a powerful new way to work with data.

Power BI Excel graphic

In Excel, you can now discover, combine, model, analyze, and visualize data like never before.

With Power BI for Office 365 you can easily setup an online gallery for users to share insights, collaborate and access reports created in Excel, from anywhere on any device while asking questions in natural language to get live interactive answers through data visualizations.

Self-Service BI in Excel

Self-service BI features in Excel 2013 make discovering and visualizing data easy. These four features – Power Query, Power Pivot, Power View, and Power Map – work seamlessly together.

With Power…

View original post 420 more words

Get data from Dynamics CRM 2015 to Power BI using connector

CRM Backlog

The Microsoft Dynamics CRM content pack for Power BI Preview allows you to easily access and analyze CRM data in Power BI. The content pack uses the OData feed to create a descriptive model, with all the entities and measures needed such as Accounts, Activities, Opportunities, Product, Leads, Users and more.

After you have Power BI subscription, Click Get Data on the welcome screen.

Select Microsoft Dynamics CRM and click Connect.

Important:

Make sure your popup blocker is disabled or is set to allow popups from app.powerbi.com.

Provide the OData URL associated with your account. This will be in the form “https://mytenant.crm.dynamics.com/XRMServices/2011/OrganizationData.svc ”

When prompted, provide your credentials (this step might be skipped if you are already signed in with your browser). For Authentication Method, enter oAuth2 and click Sign In:

After connecting, you’ll see a dashboard customized for a Sales Manager, populated with your own data:

For more information…

View original post 9 more words

Blog at WordPress.com.

Up ↑

%d bloggers like this: