POWER BI INTEGRATION WITH MICROSOFT DYNAMICS 365

Hi Guys,

Today i am going to show and explain you how to integrate Dynamics 365 with Power BI Out of box..

First of all you need to enable the integration so go to Dynamics 365 > Settings > Administration > System Settings >Select  Reporting Tab

That's all we need to configure in the Dynamics 365..

We are going to connect to one of the Content Packs made for Dynamics 365 inside Power BI, so we need the OData feed from D365. Go to Settings-> Customizations ->Developer Resources:

From the above image copy the url..upto the .com...

Login to the Power BI and Login with the same account as you logged into Dynamics 365.

Open up the side bar menu and go to the Get Data

Under the Content Pack Library:

Select Services:

Then you will be prompted with the below page and search for Dynamics 365 .. and select the Customer Service Analytics for Dynamics 365..

You will be prompted with the following page and click on the get in now button..

Again new pop up will come up and place the url copied from the developer resource of Dynamics 365

https://yourcompany.api.crm11.dynamics.com

Click on Next button then you will be prompted with the below pop up ..
In the pop up , Select Authenticated Method =  " oAuth2 " and the click Sign in.

Then you will get sign in page and select the login credentials that you have used for the Dynamics 365 and Power BI

Click on the credentials then ...

After few minutes you will be prompted with beautiful dashboard..

Yahoo!.. we have powerful and very useful dashboard is ready to view..

Then head back to Dynamics 365 > Services > Dashboard.. then Click on the "NEW" dropdown..
you will be prompted with "Power BI Dashboard" select it..

After clicking on the Power BI Dashboard ..

Then check the box for enable for mobile and click on save button..

Here you go .. you can see "Customer Service Analytics for Dynamics 365 Dashboard.. at the moment on the current dashboard 10 underlying reports and if you want to go back to Power BI, you can click on the top right side button " OPEN IN POWER BI".. then you will in POWER BI again..

This is very cool....


 if you want to share this dashboard with other colleagues in your organization you’ll have to share the dashboard in PowerBI. Then the users can import it to their personal dashboard inside D365, so security is pretty much handled by PowerBI. The content packs made by Microsoft gives you a great starting point for reports, I recommend  every one of them

As always, if you need any help,

Please contact us @ www.gmritsolutions.co.uk
Email: Admin@gmritsolutions.co.uk

MICROSOFT PORTAL INVITE MULTIPLE CONTACTS

Hi Folks..

Today i am going to show you and explain how to invite multiple contacts in a single invitation..

Let's get started..

In the Microsoft Dynamics 365

Go to Settings > Portal > Invitations

Click on the new button then new page will be prompted..

Then from the above image, you can see name = "Test Portal Invitation", Type="Group", and save the record and then in the sub grid "Invited Contacts" select two contacts from the search icon inside the sub grid.

Then scroll the page and you can see in the "Activities" area click on the activities tab and you can see two emails with the invitation code inside, these email can be manually or automatically sent to the contacts.

Once the contact receives the email and access the code via the portal url
Portal URL example:  https://yourcompany.microsoftcrmportals.com

Invitation code looks like below:

You have been invited to our portal. To redeem your invitation, please click the link below.

https://yourcompany.microsoftcrmportals.com/Register?ReturnUrl=%2f&invitation=zzFn2uUYDEcco-wPPN30UrbyKRImBlHDC1hveXD3O7ooLydqmOGJQm6eZ6H9s-Pvb1pcgVnxa7zYHlzfJ3SYgtoiGwl7KxmRiRtj0N1NFRlnvvFsf84MpIi8WY4wa3vnA0Fmv4wNDF6PfloYoquoc0JMfVvL9qKosfq20k8EsGY-

Regards,

Portal Team

Once you login into the portal as below image:

So i hope this scenario helps when you want to send multiple invitations within the organisation..

Happy CRMing.

We are Microsoft, Click Dimensions, and Scribe Partner, if you have any Development, Support, Training , Integrations or Small Piece of work.
Please contact us :
www.gmritsolutions.co.uk
admin@gmritsolutions.co.uk

MICROSOFT CUSTOMER ENGAGEMENT WITH MICROSOFT DYNAMICS 365

Free bee from Microsoft,

Anyone interested to learn dynamics 365
Managing Customer Engagement with Microsoft Dynamics 365 is publicly available and being offered free of charge on Open EdX.

 This MOOC is appropriate for first-time Dynamics 365 users, young professionals, and students to highlight how to use Dynamics 365 customer engagement applications.
Registered users build customer engagement skills through videos, scenarios, customer success stories, and hands-on course activities.

Here is the link for free learning:

https://openedx.microsoft.com/



I hope this helps new learners and those of you want to enhance skills this is for you 😊