Connecting Power BI to Dynamics 365 Sales to Increase Visbility

Posted on: November 23, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

Companies rely on comprehensive software to make informed decisions in the modern marketplace in order to remain competitive and efficient. While Dynamics 365 is a CRM that can bring immense benefits to businesses, the usage of Power BI in tandem with Dynamics 365 CRM can make a vast difference in day-to-day operations. 

Today we are going to go over how to set up Power BI template applications alongside Dynamics 365 Sales because this combination can be very beneficial for insurance companies.

Review Prerequisites

When integrating the two platforms, it is necessary to go over the requirements. Namely, you must have administrative privileges for both Dynamics 365 and Power BI. Moreover, a Power BI Pro license is required for all users of the reports and dashboards being generated in the Power BI template apps. 

Installation of Power BI Template App

Once you have reviewed and satisfied the requirements listed above, you can install the app by signing into Power BI as an administrator and launching the Sales Analytics template app. Once the app is installed, a configuration options page will appear. 

Connect Dynamics 365 Sales to Sales Analytics Template App

Select the option on the configuration page to connect your data. This will generate a connect data page in which you will input the URL for your Dynamics 365 system. To authenticate this URL, select OAuth2 in the Authentication method field and select Organizational for the Privacy level. After completing these steps, you should be able to sign in and enter your own credentials for your organization’s CRM.

Set Up Refresh Frequency for the Power BI Dataset

Once the two applications are connected, you need to set up the refresh frequency on the Power BI dataset in order to ensure reports and dashboards are updated properly. In order to do this, you must be signed into Power BI as an administrator. Go to the Power BI template app workspace and open up the settings option on the Datasets tab. Select “Keep your data up to date,” under the Scheduled Refresh tab. It’s recommended that you have your refresh frequency be daily.

Share Power BI Within Your Organization

In order for other users within your organization to view and analyze the dashboard and reports, the application must be shared with them so that they can have Power BI Pro accounts. To do this, open Power BI and select Update app. Then, go to the Permissions tab, choose Entire organization, and then update the app. Now, users in your organization can install the app.

Enable Power BI Reporting in the Common Data Service Platform

In order for Power BI to be utilized in the Sales Hub app, you need to allow Power BI reporting in the Common Data Service platform. Do this by signing in to the platform and launching settings. Open up System Settings in Administration. You should see a Reporting tab. GO here and turn on “Allow Power BI visualization embedding.”

Add Power BI Dashboards to Sales Hub App

Finally, in order for sales managers to have visibility over dashboards and reporting from Power BI in Dynamics 365 Sales, they must set up their individual dashboards to integrate Sales Analytics and Dynamics 365 Sales. Do this by launching the Sales Hub app in Dynamics 365 Sales. Hover over the My Work menu and click on Dashboards. Then, select New and choose Power BI Dashboard. You should now see a window where you can manipulate the properties for the dashboard. Choose “Sales Analytics for Dynamics 365 Sales” for your workspace and “Sales Pipeline” for your dashboard. You can then save and close this, and the dashboard connecting the two apps should be available in Dynamics 365.

 

Incorporating Power BI into your CRM can bring a lot of visibility into insurance companies because it provides sales managers with the ability to monitor the sales pipeline, leaderboard, and top deals. Moreover, it gives quick, easy-to-understand data on performance, won/lost deals, and lead closure. Empowering managers with this knowledge on a daily basis allows for companies to assess performance and make changes in order to promote growth and improved company performance.

What’s Next

Interested in exploring how you can improve your company’s software by simply incorporating third-party apps? Reach out to an expert at Logan Consulting today!

 



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