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Azharuddin
Regular Visitor

Use Power BI Desktop to connect directly to your Microsoft Dynamics 365 (online) instance

You can connect to Microsoft Dynamics 365 (online) with Power BI Desktop to create Dynamics 365 reports and dashboards for use with the Power BI service.

  • Power BI service registration

  • Power BI Desktop.

  • Microsoft Dynamics 365 (online) instance

  1. Start Power BI Desktop.

  2. From the Home tab, click Get Data, and then click More.

  3. In the Get Data list, select Dynamics 365 Online.

  4. Enter the Dynamics 365 (online) OData endpoint URL. It should look similar to this URL, where OrganizationName is the name of your Dynamics 365 (online) organization, and v8.1 is the version. Click OK.

     

    System_CAPS_tipTip

    You can find your OData endpoint URL in the Microsoft Dynamics 365 web client. Go to Settings > Customizations > Developer Resources and locate the URL under Instance Web API.

     

  5. In the Access an OData feed dialog click Organizational account, and then click Connect.

     

     

    System_CAPS_noteNote

    If you aren't signed in to your Microsoft Dynamics 365 (online) instance, click Sign-in on the Access OData feed dialog before you click Connect.

     

     

  6. The organization database tables appear in the Power BI Desktop Navigator window. For more information about creating reports with Power BI Desktop, see Power BI Support: Report View in Power BI Desktop.

     

     

    System_CAPS_tipTip

    You can use similar steps to connect to Microsoft Dynamics 365 (online) using Microsoft Office Excel Power Query by selecting From Other Sources on the Power Query tab in Excel.

     

    Source: Technet

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