Jump Start with Power BI Content Packs for Dynamics 365 Customer Engagement

For: People who want to customise Microsoft-published-Power-BI-apps for Dynamics 365 CE, or use them as a starting point for developing your own Dynamics 365 Power BI app

Microsoft has published a few ready-to-use Power BI apps for Dynamics 365 Customer Engagement in AppSource (click to view). Although these apps are well designed and straightforward to install, they are built wholly on top of out-of-box entities and cannot be customised/edited.

Below table listed Power BI apps for Dynamics 365 CE and their underlying .pbix (Power BI Desktop file) download links:

View in AppSource
Go to this link and download
Sales Manager.pbix
View in AppSource
Go to this link and download
Service Manager.pbix
View in AppSource
Go to this link and download
Process Analyzer.pbix
  • Open downloaded .pbix file with Power BI Desktop
  • Click Edit Query
  • In Queries pane of Power Query Editor, look for CRMServiceUrl or CRMBaseUrl and replace base.crm with YourOrg.crmX (e.g. test.crm6)
  • Click Data Source Setting in Power Query Editor, edit permissions to enter a valid credential