Power BI Free Preview for Microsoft Dynamics CRM

In the event you are not aware, you can obtain a preview instance of Power BI for free.  When you go to the Power BI sign-up page it will ask for a work or school email address.  The sign-up process will complain if you try to use a personal email address.  In the event you don’t want to use your work address, you can spin up a CRM trial instance and use that email address to sign up.  That is the approach I took and it worked well.  The nice thing about that approach is that you can connect Power BI to your trial CRM instance with just a few clicks.  Let’s take a look.

After signing in to Power BI you’ll see Microsoft Dynamics CRM in the left navigation window.  When you select it a Connect button will appear.

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Select the Connect button and you will be asked to enter your Dynamics CRM OData Service URL which can be found in CRM under Settings, Customizations, Developer Resources.

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Copy and paste the OData URL into the Power BI field and select Next.

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You’ll be presented with sign-in options.  Select oAuth2 from the list and Power BI will connect to CRM.  The initial data load will take several minutes but once complete you will see a Dashboard, Reports and Datasets section.

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You are now ready to begin exploring Power BI.  Check out this Power BI getting started article for a host of information to include working with Datasets to create charts (drag and drop), creating reports and dashboards, sharing dashboards and a whole lot more.

You can also download and try out the Power BI for Mobile App, Power BI Designer Preview and Analysis Services Connector Preview.

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Keep an eye out for future articles as I begin exploring all that Power BI has to offer for Microsoft Dynamics CRM analytics.

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