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Power BI connector (preview)

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Create visualizations for your data with the Microsoft Power BI Desktop. Generate additional insights and build reports with your unified customer data.

Prerequisites

Configure the connector for Power BI

  1. In Power BI Desktop, select File > Get Data.

  2. Select See more and search for Dynamics 365 Customer Insights

  3. Select Connect.

  4. Sign in with the same organizational account you use for Customer Insights and select Connect.

    Note

    The account you indicate in this step is used to fetch data from Customer Insights and doesn't need to be the same you are signed in to Power BI. To reset the account that is used for data fetching, open Power BI and go to File > Options > Settings > Data source settings. In the list of data sources, select Dynamics 365 Customer Insights Login and select Clear permissions.

  5. In the Navigator dialog box, view the list of all environments you have access to. Expand an environment and open any of the folders. For example, open the Segments folder, to see all tables you can import.

  6. Select the check boxes next to the tables to include and Load. You can select multiple tables from multiple environments.

    A loading dialog box displays while your tables are loaded. Once all of your selected tables have loaded, use the capabilities of Power BI to visualize the data.

Large data sets

The Customer Insights connector for Power BI is designed to work for data sets that contain up to 1 million customer profiles. Importing larger data sets may work, but takes a long time and could time-out because of Power BI limitations. For more information, see Power BI: Recommendations for large data sets.

Work with a subset of data

Consider working with a subset of your data. For example, create segments instead of exporting all customer records to Power BI.

Tip

For troubleshooting information, go to Microsoft Dynamics 365 Customer Insights troubleshooting.