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

Power BI 的 Microsoft Dynamics Marketing 內容套件可讓您輕鬆存取並分析 Dynamics Marketing 的資料。The Microsoft Dynamics Marketing content pack for Power BI allows you to easily access and analyze your data from Dynamics Marketing. 此內容套件使用 OData 摘要頂端的描述性模型,包括所有必要的實體和量值,例如方案、行銷活動、行銷連絡人和公司、潛在客戶、用戶互動與用戶評分、電子郵件行銷訊息和網站、行為觀察、預算、金融交易、效能 KPI 及其他許多資料。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.

連接到 Power BI 的 Dynamics Marketing 內容套件Connect to Dynamics Marketing content pack for Power BI.

注意

您必須針對 Dynamics Marketing 執行個體 (內容套件不適用於內部部署 CRM 版本) 指定有效的 OData URL。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). 請參閱下列其他需求。See additional requirements below.

如何連接How to connect

  1. 選取左瀏覽窗格底部的 [取得資料]。Select Get Data at the bottom of the left navigation pane.

  2. 在 [服務] 方塊中,選取 [取得] 。In the Services box, select Get.

  3. 選取 [Microsoft Dynamics Marketing] > [取得]。Select Microsoft Dynamics Marketing > Get.

  4. 提供與您帳戶相關聯的 OData URL。Provide the OData URL associated with your account. 其格式為 "https://[執行個體_名稱].marketing.dynamics.com/analytics"。This will be in the form "https://[instance_name].marketing.dynamics.com/analytics."

  5. 出現提示時,請提供您的認證 (如果您已經登入瀏覽器,此步驟可能會略過)。When prompted, provide your credentials (this step might be skipped if you are already signed in with your browser). 針對 [驗證方法],請輸入 oAuth2 並按一下 [登入] :For Authentication Method, enter oAuth2 and click Sign In:

  6. 連接之後,您會看到 Dynamics Marketing 儀表板且已填入您的資料。After connecting, you'll see a Dynamics Marketing dashboard, populated with your own data. 左側瀏覽窗格中的新項目會以黃色星號標示。The yellow asterisks mark the new items in the left navigation pane.

接下來呢?What now?

系統需求System requirements

  • 您必須針對 Dynamics Marketing 執行個體 (內容套件不適用於內部部署 CRM 版本) 指定有效的 OData URL。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).
  • 系統管理員必須啟用站台設定中的 OData 端點。An administrator must enable the OData endpoint in the site settings. 瀏覽至 [組織資料服務] 區段的 [首頁] > [設定] > [站台設定],即可找到 OData 端點的位址。The address of the OData endpoint can be found by navigating to Home > Settings > Site Settings in the section Organization Data Service. OData URL 的格式為:https://[執行個體_名稱].marketing.dynamics.com/analyticsThe OData URL has the format: https://[instance_name].marketing.dynamics.com/analytics
  • 您用來存取 Microsoft Dynamics Marketing 的使用者帳戶/身分識別,必須與您註冊使用 Power BI 的使用者帳戶/身分識別相同。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. 登入 Microsoft Dynamics Marketing 時,系統會以您用於 Power BI 的相同身分識別,自動將您登入。When logging into Microsoft Dynamics Marketing, you will be auto-signed in with the same identity you are using for Power BI. 如果您想使用不同帳戶登入 Microsoft Dynamics Marketing,請註冊為使用其他帳戶的 Power BI 使用者。If you wish to sign into Microsoft Dynamics Marketing with a different account, please register as a Power BI user using that other account. 我們希望於即將推出的版本中解決這個問題。We hope to resolve this issue in an upcoming release.

疑難排解Troubleshooting

如果您在嘗試連接至 Dynamics CRM 帳戶時看到「登入失敗」訊息,請確認您登入 Power BI 時所使用的是您用來存取 CRM Online OData 摘要的同一個帳戶。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. 也請您試著登入您瀏覽器中的摘要,測試其是否存在。Try logging into the feed in your browser as well, to test it there.

詢問您的系統管理員,確認 OData URL 正確無誤且已啟用 OData 端點。Ask your admin to confirm the correct OData URL, and that the OData endpoint is enabled.

檢查您正在使用的 Dynamics 行銷版本 - 18.0 和 18.1 經過了其他修正,如果您仍會遇到問題且現正使用較舊的版本,或許可考慮升級。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.

如果您仍然碰到問題,請開啟支援票證,連絡 Power BI 小組:If you're still having issues, open a support ticket to reach the Power BI team:

  • 請在 Power BI 應用程式中選取問號 > [連絡支援人員]。While in the Power BI app, select the question mark > Contact Support.
  • 從 Power BI 支援網站 (也就是您正在閱讀本文的位置) 中,選取頁面右側的 [連絡支援人員] 。From the Power BI Support site (where you're reading this article), select Contact Support on the right side of the page.

後續步驟Next steps

取得 Power BI 的資料Get Data for Power BI

開始使用 Power BIGet Started with Power BI