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
