Integrate Power BI with Dynamics 365 online

Integrate Power BI with Dynamics 365 online

Pre-requites: You must have Dynamics 365 online instance with you.

Step 1) Configure Dynamics 365 Online instance

Note: Once it is installed, you will see that there is no icon displayed of Power BI in “Navigate to Other Application Icon” in  your CRM environment.

Step 2) Provision Power BI in your Dynamics CRM instance

•      Login to Office 365 portal
•      Go to the Admin Center
•      Go to Billing > Purchase Services
•      Select Power BI (free) or Pro.

      

• Click on “Check Out now”

 

   

• Select “Invoice” from the Payment method drop down, if you don’t want to fill your card detail, though it is not harmful.

  

Once these above steps are completed, we will see the Power BI License in each active user’s Product License option.       

S         Step 3) Give Power BI licence to active users

                 

• Go to Admin Panel
• Select your active user whom you want to give right to use Power BI
• Click on Edit License
• Switch Power BI(Free) to right and click on Save.     

  We can see the Power BI now, integrated with our CRM instance. 

Note: you can  also login to powerbi.com and sign it with the user, whom you gave Power BI licence and start working on it. 

Comment if you need more info......