View Dataverse for Teams table data in Power BI Desktop (Preview)

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

You can use Power BI Desktop to view data from tables in Dataverse for Teams. This enables you to create sophisticated reports to analyze data from your Dataverse for Teams tables. This is possible using a new connector that can use direct query mode for real-time data while enforcing the Dataverse for Teams security model when accessing data. Additionally, the connector automatically maps relationships.

Important

  • This is a preview feature.
  • Preview features aren’t meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.
  • This feature is enabled only for the Dataverse for Teams environments created with the General Availability release. Dataverse for Teams environments created during the Public Preview release will be enabled later.

Prerequisites

You must have the appropriate Power BI license to build and share Power BI reports.

Step 1: Get the environment URL

Follow the steps to get the URL of your Dataverse for Teams environment, which is required to connect from the Power BI Desktop.

  1. Start Teams, and sign in.

  2. In the left pane, select Power Apps, and then select the Build tab.

  3. Select the team in the left pane that contains the data you want to view in Power BI.

    Select a team to view data

  4. Select the About tab, and then select Session Details to display the session details information.
    Copy the Instance url value to notepad. This is the environment URL of your Dataverse for Team environment. For example: https://orga0e34f66.crm.dynamics.com/

    Select a team to view data

Step 2: View the table data in Power BI

  1. Open Power BI Desktop, and sign in. Don’t have Power BI Desktop? Get it now.

  2. Select Get data.

  3. On the Get Data page, select Power Platform > Common Data Service (Beta). Select Connect.

    Get data in Power BI

  4. Read the preview disclaimer and select Continue.

  5. On the next page, specify the environment URL that you copied earlier. Make sure you remove https:// and the trailing / from the URL. So, in this case you will add orga0e34f66.crm.dynamics.com.
    Select the data connectivity mode and select OK.

    Specify the environment URL

  6. On the next page, select Sign in. You'll be prompted to specify your credentials to sign in to your Dataverse for Teams environment. Specify your credentials and submit.

  7. On successful sign in, the Connect button becomes available. Select Connect.

    Connect to your table

    The environment appears in the Power BI Desktop Navigator window. Expand it to view the tables available to analyze. Select a table to view its data.

    Views your tables

For more information about working with Power BI Desktop, see Get started with Power BI Desktop.

See also

View Dataverse table data in Power BI Desktop (Preview)
Dataverse for Teams FAQs