Can we customize builtin Power Bi apps of Sales Analytics for Dynamics 365 Sales?

[SarikaB]

We have new attributes(customized columns) to be added to the reports in Sales Analytics for Dynamics 365 Sales?

Do we have an option to do it? And if yes How?

[collinq · Accepted solution]

Hi @SarikaB ,

The answer is yes - but, it depends on where you are looking to modify the report and how.  Inside of Dynamics it is not as easy as you might like as you probably have to modify the X++ code.  There is some ability in the newer versions of Dynamics to modify the report by going into the Packages and downloading the report and modifying it and then putting it by embedding it back onto the system.  

If you are using Power BI Service and not in Dynamics itself, the initial view is fairly rigid.  But, you can usually find the source code in github to be able to download yourself and modify it accordingly.

That said, the easiest method for a customized Dynamics 365, if you are using Power BI Service/Desktop and not inside of Dynamics is to directly hit the data entities.

I would appreciate Kudos if my response was helpful. I would also appreciate it if you would Mark this As a Solution if it solved the problem. Thanks!