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Get started using Microsoft Power BI with Microsoft Dynamics 365 (online)

The Microsoft Dynamics 365 content packs for Power BI cloud service allow you to easily access and analyze your sales, service, or marketing data.

To create a Power BI dashboard using a content pack, follow these instructions.

  1. If you haven't already done so, register with Microsoft Power BI.

  2. After you have signed in to Power BI, in the Datasets area click Get Data, under Services click Get, and then select from the following content packs.

    • Microsoft Dynamics 365 (online) Sales Manager

    • Microsoft Dynamics 365 (online) Service Manager

    • Microsoft Dynamics Marketing

  3. For the Sales Manager and Service Manager content packs, enter the URL of your Microsoft Dynamics 365 (online) instance, such as https://OrganizationName.crm.dynamics.com, where OrganizationName is the organization name of your instance of Microsoft Dynamics 365 (online), and click Next.

  4. For the Marketing content pack, enter the URL as https://OrganizationName.marketing.dynamics.com/analytics, where OrganizationName is the organization name of your instance of Microsoft Dynamics 365 (online), and click Next

  5. Under Authentication method, select oAuth2.

  6. Your Microsoft Dynamics 365 (online) organization data is imported and several visualizations become available.