Ottobre 24, 2020

Dynamics 365 and Power BI Integration

Microsoft’s Power BI is a business analytics solution that allows you to visualize your data and share insights across your organization. Power BI is able to connect with hundreds of data sources and bring your data to life with live reports and dashboard systems. Microsoft Dynamics 365 for sales and Operations uses Power BI for data exploration and deployments.

Following are the available features and services through Power BI Integration in Dynamics 36:

• Built-in Power BI content:

With Dynamics 365, you can use pre-built-in Power BI reports right away. There are two types of Power Bi content available in Dynamics 365:

  • Contents that are available in Dynamics Lifecycle Service:
    LCS is a service which will manage your Finance and Operations environments. LCS is operated by Microsoft. Power Bi reports are developed by mistreatment Entity store and are then distributed in LCS as implementation assets. In LCS, you’ll notice not solely content that’s developed by Microsoft, however conjointly content that’s developed by freelance software system vendors (ISVs) and partners.
  •  Content package that are distributed in Power BI marketplace:
    There square measure many Power Bi content packs within the PowerBI.com marketplace. though these content packs can still be supported till any notice, our future investments in content packs are supported Entity store, and contents are discharged via LCS.

Depending on your Dynamics 365 version, you can use both types of contents.

• Creating, Extending and Distributing Power BI reports:

You should use the built-in Power BI content as a first step. You can modify ready-made reports or extend them by using capabilities that are built into PowerBI.com. In addition to modifying built-in reports, you can extend them using Power BI authoring tools such as Power BI desktop. You can also create new reports. You can use several approaches to create new Power BI reports such as using Dynamics 365 or using Microsoft Excel.

• Sharing and Using Power BI:

When you create and upload reports using Power BI, your user can view, explore and, adjust using the web or apps on different devices.

• Pinning Power BI contents to the Finance and Operations client:

Power BI are often used on its own as a news and dashboard answer for your organization or business unit. However, users also can pin tiles and reports from their own PowerBI.com accounts to workspaces in Finance and Operations. Power metallic element content in Dynamics 365 provides discourse insights that area unit associated with business operations.

Important things to consider when implementing Power BI:

Though Power BI is the best integration to minimize limitations in Dynamics 365 for business management, there are several issues you might consider before installing it. Such as:

  • Version Selection,
  • Storage costs,
  • Replication Strategy,
  • Security models, and
  • Sharing costs.

About The Author

Founder & CEO of Logol AG www.logol.com Microsoft MVP Business Solutions Active member of Scrum Alliance with the certifications CSM and CSP I got Microsoft MCP, MCPD, MCTS certifications as well.Logol, pioneering specialist in the field of cloud-enabled digital transformation, is the first operator specifically created to implement modular programs designed to unleash breakthrough innovation and rationalize business processes. Founded and directed by an award-winning expert tapping directly into the vision of leading IT companies and spearheading forward-thinking digitalization projects, Logol addresses the needs of enterprises in all sectors as they embrace new technologies and organizational change in the era big data and artificial intelligence. Logol helps organizations leverage the power of the most advanced cloud technologies, offering end-to-end consultancy for total digital transformation and business process automation, employing agile methodologies and change management techniques for smooth transitions towards new business paradigms. Digital transformation programs are a milestone in a company’s business evolution and can be the basis of their success. Accompanying clients as they transform their business processes, Logol assists them in rethinking not only the scope of their technologies, but also the strategy, mindset and company culture that make digital transformation viable and effective. As digital transformation programs are successful only if approached with the highest professional competence, Logol selects and employs brilliant professionals who demonstrate outstanding technical expertise in the most advanced information technologies, in depth strategic knowledge of business processes and innovation, and refined soft skills to better support people and organizations facing change. Logol is headquartered in Switzerland and addresses the needs of both public and private sector players by promoting a comprehensive and proactive approach to digital transformation as a necessary step for inclusion and competitiveness in today’s digital economy.

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