Reporting and Analytics Guide for Dynamics 365 for Customer Engagement apps
Applies to Dynamics 365 for Customer Engagement apps version 9.x
Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)
Dynamics 365 for Customer Engagement apps includes reports, dashboards, and support for Power BI for Office 365 that provides useful business information and visualizations to the user.
Dynamics 365 for Customer Engagement apps includes a Report Wizard that can be used to easily create reports in just a few steps without using XML or SQL-based queries. For more information about the Report Wizard, see Create, edit, or copy a report using the Report Wizard.
However, to create more complex reports, you can either create your own custom reports from scratch, or use an existing Dynamics 365 for Customer Engagement apps report as a template. The topics in this guide show you how to create new reports or change existing reports using Visual Studio as the report writing tool and SQL Server Reporting Services as the report engine.
There are two types of dashboards in Dynamics 365 for Customer Engagement apps—user dashboards and system dashboards. Any user can create a dashboard visible only to them in their work area, such as Sales, Service, or Marketing. An administrator or customizer creates or customizes system dashboards that, when published, are visible to everyone in the organization. A user can choose to set their user dashboard as their default dashboard and override the system dashboard. More information: Create or customize dashboards
Power BI is a self-service business intelligence (BI) platform used to discover, analyze, visualize data, and share or collaborate these insights with colleagues. Power BI provides information workers and everyday business users with excellent data analysis and visualization capabilities to get better business insights. More information: Use Power BI with Dynamics 365 for Customer Engagement apps
There are several ways you can use Power BI with Dynamics 365 for Customer Engagement apps:
Load a Dynamics 365 for Customer Engagement apps content pack and start using the Power BI service to display Dynamics 365 for Customer Engagement insights.
Customize a Dynamics 365 for Customer Engagement apps content pack. More information: Customize Power BI content packs
Use Power BI Desktop to modify and customize your reports and visualizations.
Embed a Power BI tile in a Dynamics 365 for Customer Engagement apps personal dashboard.
Use Power BI and Office Excel together.