- December 17, 2025
- Posted by: editor
- Category: Uncategorized
In the data-driven field digital integration is involve in the economy which accesses the data to the real time which insights are no longer optional in today’s market, it now a business imperative. Power BI and Dynamics 365 are the two powerful tools that integrate Microsoft Dynamics 365 with Power BI makes the data efficiently better positioned to optimize the operations which are likely to enhance the customer experiences. It helps to create informative strategic decisions.
In the present time the business is getting enhance day by day so integrate Microsoft Dynamics 365 with Power BI unlocks the new and exciting level of intelligence and visibility. In this blog, we will explore how seamlessly Microsoft Dynamics 365 integrates with Power BI and the benefits of doing that integration which can streamline the process for optimal outcomes.
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is a cloud based solution to integrate with the business applications that unifies the CRM and ERP functionality on which the data should be driven on some factors include helping business manage sales, including the finance, operations and supply chain in a single platform. This makes it easy for the employees to collaborate, access real-time data and automate the unified task.
What is Power BI?
Power BI is a business intelligence tool which is powered by Microsoft that helps to transform the raw data into interactive dashboards and which are use in the actionable insights. It allows the user to connect with various types of data sources and when it is initialize then it helps to write the clean code and shape the data where it visualises using the charts and graphs. At the end it creates a graphical representation which shows the analytics of every ups and downs, and this all can do with minimal coding.
What Services are Provided by MS Dynamics 365 and Power BI?
Firstly, both the tools are powered by Microsoft itself. So, MS Dynamics 365 which is known for ERP or CRM and Power BI is known for analytical services which have provide better solutions for integrating the both tools.
Services of Microsoft Dynamics 365
The key services which are offer by Microsoft Dynamics 365 are.
- It provides the implementation and migration which are use for sales, finance and operational services.
- The support and training services which they provide the ongoing user support and optimizing the platform.
- They give the best industry solutions services which mainly specialise for construction, retail and manufacturing.
- Customization and development are the major services which are use for building custom solutions for different and unique business needs.
- Integration are the services which they provide for better connectivity with other Microsoft products like Azure, Office 365 and third party applications.
Services of Power BI
The key services which are offer by Power BI are.
- Custom dashboard creation which helps to build the interactive real-time dashboards for KPIs which follows the sales and marketing strategies.
- It provides the advanced analytics model which helps to dive deep in the analytical spot trends and for predicting the performance as well as understanding the customer behaviour.
- Data integration is the services which connect the Power BI with Dynamics 365 and also with other types of data sources.
- Reporting the stats are the services which automated analyse the graph every year according to stats that report the operational behaviour.
What are the Benefits of Integrate Microsoft Dynamics 365 with Power BI?
Integrating Microsoft Dynamics 365 with Power BI offers the best benefits that can transform and boost up your business operations and decision making strategy. It creates a powerful analytical hub which offers the benefits like.
Enhanced the Decision Making Capabilities
It defines the benefits of decision making capabilities which need to be enhance with the integration of MS Dynamics 365 and Power BI. It helps you to gain real-time access with the critical business ideas. By this, the workflow of enhance the decision making capabilities is increase and it can uncover the pattern and insight which have been hidden.
Increased the Productivity and Efficiency
These are the two most powerful tools which help to increase the benefits that you can automate the reporting process and reduce the time efficiency. It fixes the marketing trends ideas which are use for have the time spent on data preparation. The need of accessing and visualising the data through Power BI to improve the overall productivity and find better business goals.
Improved the Data Visualisation and Reporting
The most beneficial part is to integrate the MS Dynamics 365 with Power BI to improve data visualisation and increase the reporting capacity which helps to enhance the business and change the different market trends. It works on the tracker which are key performance indicators, monitor the trends and identify the ideas for improvement within the Dynamics 365 environment.
Ability to Understand the Customer Deeply
Deep customer understanding defines or captures the rich customer data using sales, services and marketing. After that it integrates the tools which transform the raw data. They have to be holistic customer views which rotate 360 deg for better outcomes and improved satisfaction or growth.
Automatic Data Refreshing
Automated data refreshing in the Microsoft Dynamics with Power BI allows the reports and dashboards which display the current information without any manual representation. It provides the power platforms to configure the needs and requirements for enhancing the software or tool which is designe for it.
Steps for Integrate Microsoft Dynamics 365 with Power BI
There are four major steps which are use to integrate the MS Dynamics 365 with Power BI are.
Prerequisites with Accounting
For prerequisite connections firstly ensure that you have an account on both the tools which are Microsoft Dynamics 365 and Power BI. After that enable the embedded in dynamic 365 which executes the sales and customer management. For this go to settings > administration > system settings > reporting and enable the visualization embedding. Then do the App registration.
Establish a Connection
Establishing a better connection requires some steps which we have to follow for getting more efficient strategies which are.
- Sign in to CData Connect AI.
- Adding a new connection.
- Choose the list available in Dynamics 365.
- Configure connections settings.
- At last, test the connections.
Select and Import the Data
Once the connection is establish then you can start selecting and importing the data in relevant fields which are from Dynamics 365 into Power BI. It executes the process with minimal steps which are. Open Power BI – login to your system > Click on get data > Connect to CData connect AI > Selecting Dynamics entities > Click on Load Data.
Creating Dashboards and Reports
Now, we have successfully imported the data from Dynamics 365 into Power BI. So, we can start creating reports and dashboards to visualize the data which steps are include Create a new report > Add data visualizations > Customize the visualizations > Create dashboards > Lastly, Publish and Share your report.
Conclusion
In conclusion, we hope this blog helps you to understand the integrate Microsoft Dynamics 365 with Power BI. Microsoft Dynamics 365 offers many services which help to integrate both tools easily. It is important to know about the benefits which get from both tools. By knowing the benefits clearly we need to know the steps for integrate Microsoft Dynamics 365 with Power BI.