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Configure Power BI template apps to work with Dynamics 365 Sales

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In this article, you'll learn how to configure Power BI template apps to work with Dynamics 365 Sales.

License and role requirements

Requirement type You must have
License
  • Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
  • Power BI Pro

More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

Configure Power BI template apps for Sales

You must perform the following steps to configure Sales Analytics for Dynamics 365 Sales or Process Analytics for Dynamics 365:

  1. Review the prerequisites.
  2. Install the Power BI template app.
  3. Connect your Dynamics 365 Sales organization to the Power BI template app.
  4. Configure the refresh frequency for the Power BI dataset.
  5. Publish the application within your organization.
  6. Step 6: Enable Power BI reporting in the Microsoft Dataverse platform.
  7. Add the Power BI Dashboard to the Sales Hub app (optional).

Note

In the following steps, you'll configure the Sales Analytics for Dynamics 365 Sales app. You can follow the same steps to configure the Process Analytics for Dynamics 365 app.

Step 1: Review prerequisites

Review the following prerequisites before configuring the Power BI template apps:

  • You have administrative privileges for Dynamics 365 and Power BI.
  • You have a Power BI Pro license for all users of the reports or dashboards in the Power BI template apps.

Step 2: Install the Power BI template app

  1. Sign in to the Power BI app as an administrator.

  2. Open the Sales Analytics template app link.

    Note

    To get the Process Analytics for Dynamics 365 app, open the Process Analytics template app link.

  3. Install the Power BI template app.

  4. After the Power BI template app is installed, the app configuration options page is displayed.

    App configuration options page.

Step 3: Connect your Dynamics 365 Sales organization to the Power BI template app

  1. On the Power BI template app configuration options page, select Connect.

    Connect to data.

  2. On the connect data page, enter the URL for your Dynamics 365 organization, and then select Next.

    Connect data page.

  3. For Authentication method, select OAuth2 and for Privacy level, select Organizational. Select Sign in.

    Select authentication method and privacy level.

  4. Enter your Dynamics 365 Sales credentials, and then select Enter.

When you're signed in, the existing report will be updated with the data from your organization.

Step 4: Configure the refresh frequency for the Power BI dataset

After you connect the Power BI template app with Dynamics 365 Sales, you need to configure the refresh frequency on the Power BI dataset to update reports and dashboards properly.

  1. Sign in to Power BI as an administrator.

  2. Go to the Power BI template app workspace.

  3. On the Datasets tab, select Settings.

    Dataset settings.

  4. Under Scheduled refresh, turn on the Keep your data up to date toggle.

    Scheduled refresh.

Note

We recommend that you set Refresh frequency to Daily.

Step 5: Publish the application within your organization

You must share the configured application with your entire organization for users to view the dashboards and reports by using their own Power BI Pro accounts.

  1. On the app workspace, select Update app.

    Update app.

  2. On the Permissions tab, select Entire organization, and then select Update app.

    Permissions tab.

The app is now available to install for all individuals in your organization.

Step 6: Enable Power BI reporting in the Microsoft Dataverse platform

As an administrator, you must enable Power BI reporting in the Microsoft Dataverse platform for sales managers to view the dashboards in the Sales Hub app.

  1. Sign in to the Microsoft Dataverse platform, and then go to Settings.

  2. Select Administration > System Settings.

  3. On the Reporting tab, turn on the Allow Power BI visualization embedding toggle.

    System settings.

Step 7: Add Power BI dashboards to the Sales Hub app

Each sales manager must configure their environment to integrate the Sales Analytics for Dynamics 365 Sales dashboard.

  1. Sign in to Dynamics 365 Sales, and then open the Sales Hub app.

  2. Under My Work, select Dashboards.

  3. Select New > Power BI Dashboard.

    New Power BI Dashboard.

  4. For Workspace, select Sales Analytics for Dynamics 365 Sales. For Dashboard, select Sales Pipeline.

    Power BI Dashboard properties.

  5. Select Save, and then select Close.

    Sales Analytics dashboard.

The Sales Analytics for Dynamics 365 Sales dashboard is now available in Dynamics 365.

See also

Analyze your sales data by using Power BI template apps
Customize Power BI template apps for Dynamics 365 Sales