View and explore results with Power BI analytics

Applies to Dynamics 365 (online), version 9.x

[This topic is pre-release documentation and is subject to change.]

Dynamics 365 for Marketing, includes several prebuilt content packs for Power BI, which provide insights and add analytics capabilities to the end-to-end sales and marketing process. Each content pack is preconfigured to consume data directly from your Dynamics 365 database, and to create targeted and informative infographics based on that data. The content packs are built by using standard Power BI tools, so you can easily customize them to fit your needs.

The following content packs are provided to support Dynamics 365 for Marketing:

  • The Demand Generation Analyzer looks at responses, inquiries, leads, submissions and other records of contact interactions with your campaigns, and tracks your changing audience of prospects.
  • The Marketing Audience Analyzer helps you gain a better understanding of your audience.
  • The Lead Pipeline Analyzer is great for B2B scenarios, helping you understand your current lead pipeline. It helps you identify bottlenecks, optimize filters, and manage handovers.
  • The Lead / Opportunity Influence Analyzer provides insights into which of your activities have contributed most to building up your current lead base, and helps you decide on the focus for future activities.

Add a content pack to Power BI

To use a content pack, you must add it to your Power BI account and connect it to your Dynamics 365 instance as follows:

  1. Sign in to Power BI by using the same account that you use in Office 365 and Dynamics 365.

  2. Select Get Data at the bottom of the leftmost navigation pane (select the Show navigation pane Show navigation pane button button at the left side of the page if you don't see the Get Data button).

  3. On the Get Data page, select Get under the Services heading.

    The Get Data page in Power BI

  4. In the AppSource dialog box, use the search form to find the content pack you want to add, and then select its Get it now link.

    The AppSource dialog in Power BI

  5. In the Connect to dialog box, enter the base domain name of your Dynamics 365 instance in the field provided (for example, contoso.crm.dynamics.com; don't include https:// or any path information).

    The Power BI Connect wizard, page 1

  6. Select Next to continue. On the next page, set the Authentication method to OAuth2, and then click Sign in.

    The Power BI Connect wizard, page 2

  7. If an Office 365 sign-in window opens, use the credentials you normally use to sign in to Dynamics 365. After you are signed in, you'll return to Power BI and your Dynamics 365 data will begin to be loaded, which might take a few minutes.

  8. When the data is loaded, your Power BI navigation pane will be updated to show a new Dataset, Report, and Dashboard in the leftmost navigation pane, each named after the Process Analyzer Content Pack.

You have now added the new content pack, and can start exploring the report and dashboard included with it.

Customize a content pack

All the content packs provided for use with Dynamics 365 for Marketing can be downloaded and customized as needed by using the standard Power BI tools, such as the Power BI Desktop App. More information: Power BI website