Quickly get Dynamics 365 data in to Power BI for Q&A

The Q&A feature in Power BI is great as it let’s users ask natural questions about your data and it will generate visuals and lists to answer those questions.

Of course, there’s an assumption that Power BI has a data model that uses the same terminology as the user asking, and that the required data is in the model.

The concept of this video, is to have a look at how fast we can build a data model in Power BI, on Dynamics 365 data and start asking questions to the data to create a report.

The “secret sauce” in this video is the Power Query (M) Builder for the XrmToolBox.

For an in-depth look and the ability to ask questions, attend a live webinar on how to use the Power Query Builder on:
Tuesday, Aug 21, 2018 10:00 AM – 11:00 AM PDT.
The tools used plus the webinar are of course free!

Sign up here. https://register.gotowebinar.com/register/173263633764231171

Here’s the video highlighting how I build a data model in Power BI, on my Dynamics 365 data and create a report in about 10 minutes.

Enjoy. As always, please sign up for my newsletter or follow me on Twitter 


6 thoughts on “Quickly get Dynamics 365 data in to Power BI for Q&A

  1. Can I just check whether there’s a way to overcome the 5000 record limit? I noticed in the query that there’s a line on Paging-Cookie. Can we modify those so that it only brings specific records?

  2. I’m relatively new to Power BI and followed your instructions to bring in our D365CE data. I love how this works! However, after bringing in our tables any native date fields came in fine, but all of our custom date fields are getting the following error:

    DataFormat.Error: We couldn’t parse the input provided as a Date value.

    They are set as “Date and Time” fields in D365CE. Any assistance would be appreciated.

  3. Hi Ulrik, We are trying to create a PowerBI Dashboard for Dyanmics 365 using Many to Many relationship entities. I tried using fetchXmlBuilder to create query for M:M relationship entities but that fexthxml query is not giving related entities fields in Power Query (M) Builder. Is there a way to create reports on Dyanmics 365 N:N relationship entities?

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