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Customize Power BI template apps for Dynamics 365 Sales

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You can use Power BI template apps to visualize and analyze the sales data.

Important

Microsoft doesn't support customizations made to the Power BI template app and doesn't provide updates after modifications are made.

Customize the template apps

Power BI is a comprehensive collection of services and tools that you use to visualize your business data. Power BI Template apps make it easy to visualize and analyze the sales data with Power BI based on a standard data model. The Sales Analytics for Dynamics 365 Sales and Process Analytics for Dynamics 365 Power BI template apps are built with a set of entities and fields that are useful for most reporting scenarios.

Dynamics 365 apps are often extended with custom fields. These custom fields don't automatically show up in the Power BI model. This section describes how you can edit and extend the report included in the template app to include custom fields in the Power BI model.

Before you customize the template app, read the information here and perform each task, as necessary.

Prerequisites

Prepare a PBIX for customization

  1. Open the downloaded Power BI report file (.pbix) in Power BI Desktop.

    The app opens the report with sample data.

  2. On the Power BI Desktop ribbon, select Transform data > Edit parameters.

  3. Enter the URL of your organization's instance and select OK. For example, if the organization name is Contoso, the URL looks like this: https://contoso.crm.dynamics.com. A banner appears at the top of the page, prompting you to apply changes. Screenshot of the banner in Power BI Desktop that reminds you to apply changes

  4. Select Apply changes.

  5. In the OData feed dialog, select Organizational account, and then select Sign in.

  6. Enter your credentials to authenticate to your instance and select Connect. It might take several minutes for the queries to be updated.

Analyze your sales data by using Power BI template apps
Configure Power BI template apps to work with Dynamics 365 Sales