How do I connect PowerBI to Dynamics 365 for reporting?

Experienced Users

Feb 25

One of the really cool things about PowerBI, aside from the ability to create some fantastic looking reports, is that it connects to Dynamics 365 natively to pull in information for reporting.

The first question is usually - how do I get my data connected to PowerBI.

First, you’re going to need your Dynamics environment URL. This will, in most cases be the first part of your URL; eg: https://mycrm.crm.dynamics.com

Next, open Power BI and create a new report. Select the Get Data icon and select MORE

Select the option for Online Services and pick Dynamics 365 (Online), then click Connect

Under the Basic URL, enter the following URL (Substituting your Dynamics tenant URL from step 1)

https:// mycrm.crm.dynamics.com/api/data/v9.2

To use PowerBI reporting, its recommended that you connect using the “Organizational Account” method to sign into your dataset.

Finally, select the data tables you’d like to use in PowerBI and setup any relationships between them.

Once the table is available, then your fields will be ready to use in your Power BI report using the tree on the right.

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