This operation takes a bit, so now’s a good time to get a cup of coffee: So, I opted to select every table that was named in a way that I thought might be useful, and Loaded them in: There were, of course, some data elements that I could not easily identify since I am not familiar with the data structure. In my scenario, I was able to quickly identify a few tables that I knew contained the data I needed. The navigator also provides a preview of that data, which assists with quickly identifying potential data sources for the report you are building: It will take a few minutes, and eventually the Navigator will populate with a list of data tables you now have access to from within Power BI. To find the correct URL for your instance, log into Dynamics 365 > Settings > Customizations > Developer ResourcesĬopy and paste that back into the Power BI prompt and click OK. Select Online Services > Dynamics 365 (online) Using Power BI as a tool to investigate the PSA data structureįirst, to pull the data into Power BI, open the Power BI Desktop > Get Data > More….Hooking up PSA to Power BI via the Web API.Specifically, I want to share two simple but valuable tips I learned in the first couple of hours of working on this.
#Microsoft power bi office 365 how to
In this post, I’ll share how to pull Microsoft Dynamics 365 Data into your Power BI Reports. Now that I have a centralized scheduling tool across all of our delivery teams, I’m taking steps to incorporate that very valuable data into the existing reports and scorecards we are using to manage the business today, using Power BI. I’m happy to say we got that up and running and it’s paying big dividends for us already. When Microsoft released Project Service Automation (PSA) as part of the Dynamics 365 suite, I jumped right in to deploy it for our internal scheduling tool. I am in a unique scenario, as I am both a Microsoft Partner that sells and services Dynamics products, and also a customer that uses Microsoft Dynamics business solutions to run our practice. Dynamics GP to Dynamics 365 Business Central.Dynamics NAV to Dynamics 365 Business Central.
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