Exercise - Connect to Dynamics 365 Customer Voice data with Power BI

  • 15 minutes

In this exercise, you use Microsoft Power BI to connect to Dynamics 365 Customer Voice data, which gives you the preparation needed to build your own reports.

Task 1: Install Power BI Desktop

In this task, you install the Power BI Desktop client.

  1. Go to the Power BI Downloads page.

  2. From the Microsoft Power BI Desktop section, select Download.

    Download Power B I Desktop dialog with an arrow pointing to the Download command.

  3. A new window opens, with a dialogue stating that the site is trying to open Microsoft Store. Select Open to allow this action.

    Note

    Make sure that you turn off pop-up blockers on your browser so this dialogue is not blocked.

    This site is trying to open Microsoft Store dialog with an arrow pointing to the Open button.

  4. Microsoft Store should open and direct you to the Power BI Desktop app. Select Install.

    Install Power B I with an arrow pointing to the Install button.

  5. The Power BI Desktop app downloads to your workstation. Wait for this download to complete.

    Downloading Power B I Desktop progress dialog.

  6. After the product installs, select the Launch button.

    This product is installed message with an arrow pointing to the Launch button.

Task 2: Access Microsoft Power Platform admin center

In this task, you access Microsoft Power Platform admin center to find the server URL for your Microsoft Dataverse environment.

  1. Go to the Microsoft Power Platform admin center.

  2. The Dataverse environment for your Dynamics 365 Customer Voice instance lists in the admin center. Select the Environment name that you want to use.

    Open environment from the Environments list.

  3. The Environment URL is displayed. Right-click the Environment URL.

    Locate U R L in the environment's Details pane.

  4. Select Copy link. Open Notepad or another editing tool and paste the link. You'll use this link in the next task.

    Right-clicked U R L with an arrow pointing to the Copy link option.

Task 3: Connect to Dynamics 365 Customer Voice data

In this task, you connect to the Dynamics 365 Customer Voice data in your Dataverse environment and add table tables to a report.

  1. If you no longer have Power BI Desktop open, open it.

  2. Select Get data from the welcome screen.

    Power B I Desktop with the Get data button highlighted.

  3. Select Microsoft Power Platform from the list of data category options.

    Get data options with an arrow pointing to Microsoft Power Platform option.

  4. Select Microsoft Dataverse from the list of Microsoft Power Platform options.

    Microsoft Power Platform options with an arrow pointing to Dataverse.

  5. Select Connect.

  6. Use the link that you accessed in Task 2 and paste it into the Server URL column.

    Dataverse dialog with an arrow pointing to the Server U R L value.

  7. Select OK.

  8. If you're already signed in, you'll bypass the next step and will not be prompted for your username and password. If you aren't signed in, select the Sign in button.

    Sign in to Dataverse organizational account.

  9. You are prompted to sign in. Enter your username, and then select Next.

    Enter username with an arrow to the Next button.

  10. Enter your password and then select Sign in.

  11. The next screen shows that you're currently signed in. Select Connect to continue.

    You are currently signed in. Select the Connect button to continue.

  12. In the Navigator search box, enter msfp, which filters the table tables and only displays the Dynamics 365 Customer Voice tables.

    Navigator search box with msfp search results showing table tables beginning with msfp.

  13. Select the boxes next to the following tables: msfp_question, msfp_questionresponse, msfp_survey, msfp_surveyinvite, and msfp_surveyresponse.

    Selected checkboxes next to the specified tables.

  14. In the Navigator search box, enter the word Contact and then select the box next to the Contact table.

    Navigator search box with contact search results showing table tables beginning with contact.

  15. In the Navigator search box, enter activityparty. Select the box next to the ActivityParty table.

    Navigator search box with activityparty search results showing the ActivityParty table table selected.

  16. Select the Load button.

  17. Wait for the tables to load.

    Load progress indicator showing "Creating connection in model..." below each table.

  18. Under the columns section of your Power BI report, you should now see all table tables that were selected in the previous steps.

    Power B I designer with selected tables showing in the columns list.

In this task, you link the table tables that were selected in Task 3 by creating relationships between them.

  1. Select the Model icon from the menu on the left side of Power BI.

    Arrow pointing to the Model icon in the menu.

  2. Using the scroll bar at the bottom of the screen, scroll along to the right until you find the msfp_survey table table.

    Highlighted msfp_survey table highlighted with an arrow pointing to the scroll bar.

  3. Using your mouse, select and hold the top of the msfp_survey table and then drag it along to the left so that it is now the first table in the view.

    Shows table being dragged to a new location.

  4. Move all the tables around until the layout looks the same as shown in the following figure. This action will make the next step easier when you link the tables together.

    Organized tables with msfp_survey to the left, and the rest in two rows to the right. The top row has msfp_surveyinvite, ActivityParty, and Contact. The second row has msfp_question, msfp_surveyresponse, and msfp_questionresponse.

  5. On the msfp_survey table, scroll down until you find the msfp_surveyid column. Then, on the msfp_question table, scroll down until you find the msfp_survey column. Select the msfp_surveyid column and drag it over to the msfp_survey column on the other table. Then, release your mouse.

    Shows creating a relationship between tables by dragging the m s f p_survey I D column from m s f p_question to the m s f p_survey m s f p_surveyid column.

  6. A connection line will now be visible between the two tables. Hovering your mouse over the line highlights the two columns that are used for the connection.

    Shows a connection line between the tables with a bidirectional arrow in its center.

  7. By using the msfp_surveyid column, connect the msfp_survey table to the msfp_surveyinvite table on the msfp_surveyid column.

  8. By using the msfp_survey ID column, connect the msfp_survey table to the msfp_surveyresponse table on the msfp_surveyid column.

  9. By using the activityid column, connect the msfp_surveyinvite table to the activityparty table on the activityid column.

  10. By using the partyid column, connect the activityparty table to the Contact table on the contactid column.

  11. By using the activityid column, connect the msfp_surveyinvite table to the msfp_surveyresponse table on the msfp_surveyinviteid column.

  12. By using the activityid column, connect the msfp_surveyresponse table to the msfp_questionresponse table on the msfp_surveyresponseid column.

  13. By using the msfp_questionid column, connect the msfp_question table to the msfp_questionresponse table on the msfp_questionid column.

    The model should now look similar to the following image.

    Completed relationships between all tables.

  14. Select the Report icon from the left navigation.

    Shows an arrow pointing to the Report tab in the side menu bar.

Your tables are now linked correctly, and you're set up to start creating your Power BI report.

Power B I showing the columns list populated with the selected tables.