使用 Power BI 连接到 Microsoft Dynamics MarketingConnect to Microsoft Dynamics Marketing with Power BI

通过 Power BI 的 Microsoft Dynamics Marketing 内容包,你可以轻松访问和分析来自 Dynamics Marketing 的数据The Microsoft Dynamics Marketing content pack for Power BI allows you to easily access and analyze your data from Dynamics Marketing. 该内容包使用以 OData 数据源为基础的描述性模型,其中包括所有所需条目和度量值,例如程序、活动、市场营销联系人、公司、潜在客户、潜在客户互动、潜在客户分级、营销电子邮件和网站、行为观察、预算、财务交易、绩效 KPI 等。The content pack uses a descriptive model on top of the OData feed, with all the entities and measures needed such as Programs, Campaigns, Marketing Contacts and Companies, Leads, Lead Interactions and Lead Scoring, Email Marketing Messages and Web Sites, behavioral observations, budgets, financial transactions, performance KPIs, and many more.

连接到 Power BI 的 Dynamics Marketing 内容包Connect to Dynamics Marketing content pack for Power BI.

备注

需要为 Dynamics Marketing 实例指定有效的 OData URL(此内容包对于本地 CRM 版本无效)。You need to specify a valid OData URL for a Dynamics Marketing instance (the content pack will not work with an on-premises CRM version). 其他要求见下文。See additional requirements below.

如何连接How to connect

  1. 选择左侧导航窗格底部的“获取数据”。Select Get Data at the bottom of the left navigation pane.

  2. 服务框中,选择获取In the Services box, select Get.

  3. 选择 Microsoft Dynamics Marketing > 获取Select Microsoft Dynamics Marketing > Get.

  4. 提供与你的帐户相关联的 OData URL。Provide the OData URL associated with your account. 应采用“https://[instance_name].marketing.dynamics.com/analytics”形式。This will be in the form "https://[instance_name].marketing.dynamics.com/analytics."

  5. 出现提示时,请提供凭据(如果你已使用了浏览器登录,则可跳过此步骤)。When prompted, provide your credentials (this step might be skipped if you are already signed in with your browser). 对于身份验证方法,输入 oAuth2,然后单击登录For Authentication Method, enter oAuth2 and click Sign In:

  6. 连接后,你将看到含有你的数据的 Dynamics Marketing 仪表板。After connecting, you'll see a Dynamics Marketing dashboard, populated with your own data. 黄色星号标记着左侧导航窗格中的新项目。The yellow asterisks mark the new items in the left navigation pane.

下一步?What now?

系统要求System requirements

  • 需要为 Dynamics Marketing 实例指定有效的 OData URL(此内容包对于本地 CRM 版本无效)。You need to specify a valid OData URL for a Dynamics Marketing instance (the content pack will not work with an on-premises CRM version).
  • 管理员必须启用站点设置中的 OData 终结点。An administrator must enable the OData endpoint in the site settings. 组织数据服务部分中,导航到开始 > 设置 > 站点设置,可以找到 OData 终结点的地址。The address of the OData endpoint can be found by navigating to Home > Settings > Site Settings in the section Organization Data Service. OData URL 的格式为:https://[instance_name].marketing.dynamics.com/analyticsThe OData URL has the format: https://[instance_name].marketing.dynamics.com/analytics
  • 用于访问 Microsoft Dynamics Marketing 的用户帐户/身份必须与注册用于 Power BI 的用户帐户/身份一致。The user account/identity that you use to access Microsoft Dynamics Marketing must be the same as the one you are signed up for using with Power BI. 登录 Microsoft Dynamics Marketing 时,使用用于 Power BI 的相同身份自动登录。When logging into Microsoft Dynamics Marketing, you will be auto-signed in with the same identity you are using for Power BI. 若希望使用其他帐户登录 Microsoft Dynamics Marketing,请先使用该帐户注册为 Power BI 用户。If you wish to sign into Microsoft Dynamics Marketing with a different account, please register as a Power BI user using that other account. 我们希望在即将发布的版本中解决此问题。We hope to resolve this issue in an upcoming release.

故障排除Troubleshooting

尝试连接到 Dynamics CRM 帐户时,如果看到“登录失败”消息,请确认使用与访问 CRM Online OData 数据源所用的同一帐户登录 Power BI。If you see a "Login failed" message when trying to connect to your Dynamics CRM acount, confirm that you're signing into Power BI with the same account you would use to access the CRM Online OData feed. 也请尝试在浏览器中登录到源,以便在其中进行测试。Try logging into the feed in your browser as well, to test it there.

请管理员确认 OData URL 正确且已启用 OData 终结点。Ask your admin to confirm the correct OData URL, and that the OData endpoint is enabled.

检查所用 Dynamics Marketing 版本 - 18.0 和 18.1版本中进行了其他修复,如果使用较早版本并仍遇到问题,可考虑升级。Check the version of Dynamics Marketing you're using - there were additional fixes made in 18.0 and 18.1, if you're still hitting issues and are on an older version, you may considered upgrading.

如果仍然存在问题,请打开支持票证以联系 Power BI 团队:If you're still having issues, open a support ticket to reach the Power BI team:

  • 在 Power BI 应用中选择问号 > 联系支持人员While in the Power BI app, select the question mark > Contact Support.
  • 从 Power BI 技术支持网站(即你正在阅读此文章的地方)中选择页面右侧的联系支持人员From the Power BI Support site (where you're reading this article), select Contact Support on the right side of the page.

后续步骤Next steps

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