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Customize Power BI template apps for Dynamics 365 Sales

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You can use Power BI template apps to visualize and analyze the sales data.

Important

Microsoft doesn't support customizations made to the Power BI template app and doesn't provide updates after modifications are made

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise, and Power BI Pro
More information: Dynamics 365 Sales pricing ; Power BI pricing
Security roles System Administrator
See Predefined security roles for Sales

Customize the template apps

Power BI is a comprehensive collection of services and tools that you use to visualize your business data. Power BI Template apps make it easy to visualize and analyze the sales data with Power BI based on a standard data model. The Sales Analytics for Dynamics 365 Sales and Process Analytics for Dynamics 365 Power BI template apps are built with a set of entities and fields that are useful for most reporting scenarios.

Dynamics 365 apps are often extended with custom fields. These custom fields don't automatically show up in the Power BI model. This section describes how you can edit and extend the report included in the template app to include custom fields in the Power BI model.

Before you customize the template app, read the information here and perform each task, as necessary.

Prerequisites

Prepare a PBIX for customization

  1. Start Power BI Desktop.

  2. Select File > Open. Select the .pbix file you want to edit, and then select Open.

    Several pages of reports are loaded and displayed in Power BI Desktop.

  3. On the Power BI Desktop ribbon, select Edit Queries.

  4. In the left navigation pane of the Edit Queries window, under Queries, select the D365_Sales_URL query, and then on the ribbon, select Advanced Editor.

    In the source definition, replace the placeholder value with the URL of your app's instance. For example, if the organization name is Contoso, the URL looks like this: Source = https://contoso.crm.dynamics.com

  5. Select Done, and then select Close & Apply in the Query Editor.

  6. When the Access an OData feed dialog box appears, select Organizational account, and then select Sign in.

  7. When the sign-in field appears, enter your credentials to authenticate to your instance.

  8. In the Access an OData feed dialog box, select Connect.

It might take several minutes for the queries to be updated.

See also

Analyze your sales data by using Power BI template apps
Configure Power BI template apps to work with Dynamics 365 Sales