Getting clear insights from your CRM data is essential for making smart business decisions. If you use Dynamics 365 Sales, you already have access to Power BI—a powerful tool for creating visual reports and dashboards. This step-by-step guide for how to create a Power BI dashboard in Dynamics 365 will help you turn raw data into interactive reports that update in real time.
Want to see how to create a Power BI dashboard?
📺Don’t have time to read the full blog? Watch the video below for a step-by-step walkthrough on how to create Power BI dashboards in Dynamics 365!
This video is perfect for sales teams, CRM users, and business leaders who want to enhance their reporting and analytics capabilities within Dynamics 365.
Why Use Power BI with Dynamics 365?
Power BI helps you see trends, track performance, and make better decisions. When integrated with Dynamics 365, it allows you to:
✔️ Visualize CRM data in an easy-to-read format
✔️ Track sales, revenue, and opportunities at a glance
✔️ Create custom dashboards that update automatically
✔️ Share reports across teams for better collaboration
If you’re not using Power BI dashboards yet, you’re missing out on a powerful tool to improve your business insights.
Step-by-Step: How to Create a Power BI Dashboard
Here’s how create a Power BI dashboard:
1. Choose a View in Dynamics 365
First, open Dynamics 365 Sales and select a recent opportunities view. This standard CRM view includes key data, but you can customize it. Brian adds an Owner field to track sales performance by user.
2. Use the “Visualize This View” Feature
Next, look for the “Visualize This View” button in the ribbon. This button, marked with a yellow Power BI icon, creates quick visualizations. If you haven’t used it yet, you’re missing a simple way to turn your CRM data into insights.
3. Save the Power BI Report
Once you generate a visualization, save it as a Power BI report. To do this, open Power BI in your workspace. Note that you need a Power BI Pro license to create and share reports. This license costs $10 to $15 per user.
4. Pin the Report to a Dashboard
Now, it’s time to add the report to a Power BI dashboard. You can create a new dashboard, such as “Revenue Opportunity Dashboard”, and attach the saved report. Pinning the report ensures the data updates in real time.
5. Add the Power BI Dashboard to Dynamics 365
The final step is bringing the Power BI dashboard into Dynamics 365. Go to the dashboard section, click new, and select Power BI Dashboard. Choose the workspace and dashboard you created.
Since Dynamics 365 and Power BI use single sign-on (SSO), you won’t need to log in again. This makes it easy to access your data from one place.
In Conclusion
Integrating Power BI with Dynamics 365 is a game-changer for businesses looking to turn CRM data into actionable insights. By following these steps, you can create a Power BI dashboard that is dynamics and enhances reporting, improves sales tracking, and supports better decision-making. Whether you’re new to Power BI or looking to refine your skills, this powerful integration can help you get the most out of your data.
About enCloud9
At enCloud9, we specialize in helping businesses get the most out of Microsoft Dynamics 365 with expert consulting, implementation, and support services. Whether you’re looking to streamline CRM processes, optimize user settings, or enhance automation, our team is here to help.
With years of experience in Microsoft Dynamics 365, we provide tailored solutions that drive efficiency and business growth. From system configuration to AI-powered insights, we make sure your CRM works smarter—so you don’t have to work harder.
Let’s optimize your Dynamics 365 experience together! Contact us today to learn how enCloud9 can help your business succeed.
•Visit us at: www.encloud9.com
•Get in touch: 1-844-264-0729
•Email us at: info@encloud9.com
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