Use FetchXML in Power BI with Dynamics 365 customer engagement

I wasn’t really planning to write a post on this subject, but since this method helped me out significantly last week, I decided to write it up anyway. So first up, why use FetchXML to get data into Power BI when there is already the OData connection available. Well, FetchXML will give more filtering options, … Continue reading Use FetchXML in Power BI with Dynamics 365 customer engagement

Record Specific Power BI Reports in Dynamics 365 (only one click away)

I recently returned from a trip where I traveled around Europe teaching Business Intelligence and Power BI for Dynamics 365 and finished it off with a number of presentations at eXtreme365 in Lisbon. First of all, a huge thank you to all the people who attended my sessions and all the great questions that followed. … Continue reading Record Specific Power BI Reports in Dynamics 365 (only one click away)

Prefilter data for Power BI with OData URLs

When you connect Power BI to Dynamics 365, it pulls all the records from the entities that you have selected. That is generally a good thing, but there are situations where that is very inconvenient. Maybe you are dealing with large datasets, or you need to filter what records are available for security purposes. If … Continue reading Prefilter data for Power BI with OData URLs

Setup the Data Export Service with a Power BI Solution Template

The Data Export Service is a new and exciting service from Microsoft. It is usually referred to in the context of creating SQL based reports on Dynamics 365 data. However, it is lot more than that and can definitely be leveraged for Power BI as well. I will explore that in this blog post and … Continue reading Setup the Data Export Service with a Power BI Solution Template

Power BI and mixed Team/User Ownership in Dynamics 365

In Dynamics 365 it is easy to assign cases, opportunities, etc. to a Team. This is a very convenient feature and when working with the built-in charts and dashboards, all the charts nicely puts either the team or user name on the legend, depending on what type the owner happens to be. However, Power BI … Continue reading Power BI and mixed Team/User Ownership in Dynamics 365