Using Dynamics 365 as Power BI Data Source for Building Reports

You can make your Dynamics 365 data available as a data source in Power BI and build powerful reports of the state of your business.

Note

You must have a valid account with Dynamics 365 and with Power BI. Also, you must download Power BI Desktop.

To add Dynamics 365 as a data source in Power BI Desktop

  1. In Power BI Desktop, in the left navigation pane, choose Get Data.
  2. In the Get Data window, choose Online Services, choose Dynamics 365 for Financials, and then choose the Connect button.

    Power BI displays a wizard that will guide you through the connection process. The first step will be to sign into the service. Select Sign in and choose the account you would like to sign in as. This should be the same account you sign into Dynamics 365 with.

    1. Choose the Connect button to continue. The Power BI wizard shows a list of Dynamics 365 companies and data sources. These data source represent all the web services that you have published from each company in Dynamics 365.

    Alternatively, create a new web service URL in Dynamics 365 by using the Create Data Set action in the Web Services page, using the Set Up Reporting Assisted Setup guide, or by choosing the Edit in Excel action in any lists.

    1. Specify the data you want to add to your data model, and then choose the Load button.
    2. Repeat the previous steps to add additional Dynamics 365 data to your Power BI data model.

    Note

    Once you have successfully connected to Dynamics 365, you will not be prompted again to sign in.

Once the data is loaded it will appear in the right navigation on the page. At this point, you have successfully connected to your Dynamics 365 data and are ready to begin building your Power BI report. For more information, see the Power BI documentation.

See Also

Business Intelligence
Welcome to Dynamics 365 for Finance and Operations, Business edition
Importing Business Data from Other Finance Systems
Setting Up Dynamics 365
Finance
Connecting Power BI to Dynamics 365