Customize data models of historical analytics reports

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Customer Service. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically Oct 31, 2022 - -

Business value

Contact centers would like to define metrics and track them against their goal. In scenarios where the out-of-the-box metrics don't fit the business needs, administrators can use data model customization to add new custom metrics or derived metrics to track businesses. With this feature, administrators will have the ability to extend the out-of-the-box Customer Service Power BI data model and integrate with other data sets to produce new custom metrics.

Feature details

Key capabilities include:

  • Administrators will be able to provision out-of-the-box reports and data models in your Power BI tenant.
  • Administrators and report authors can extend out-of-the-box data models by bringing in custom entities from Dataverse or from any other data source.
  • Add new metrics in addition to the out-of-the-box metrics.
  • Build new customized reports targeting the extended data model.
  • Embed the customized Power BI report into the Customer Service workspace application.

Screenshot of model customization.

See also

Discover new ways to analyze your Customer Service data (blog)

Customize data models of historical analytics reports in Customer Service preview (docs)