How to Connect Dynamics 365 to Power BI

How to Connect Dynamics 365 to Power BI

By Ben Ward
With the release of the latest Dynamics 365 API, analysts can now connect Dynamics 365 to Power BI and download data up-to five times faster compared to the previous version of the API. This is great news to any analyst who is looking to mine, analyze and visualize large data sets hosted in Dynamics 365. This is especially helpful to those who are trying to analyze email sends for an organization as these data sets can exponentially grow.
To connect Dynamics 365 to Power BI, log in to Dynamics 365 and go to Settings > Customizations > Developer Resources and copy the Service Root URL.
It will look like this:
https://yourdomainname.api.crm.dynamics.com/api/data/v8.2/
Next, open Power BI and click on Get Data > Online Services and select Dynamics 365 (online) then click Connect. Paste the URL copied above into the Web API URL field and click on OK.
Power BI will then connect to the Dynamics 365 environment specified and return a list of available tables.

Invite Users to access Dynamics 365 with the Azure Active Directory business-to-business (B2B)

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Invite Users to access Dynamics 365 with the Azure Active Directory business-to-business (B2B)

As written on blogs.msdn.microsoft.com
You can invite other users to access your Dynamics 365 CRM (online) instance.  Your Office 365 Global admin can do this through the Azure portal.  Invited users can access your Dynamics 365 CRM (online) instance using their own login credentials once a Dynamics 365 license and a security role are assigned to them.  You don’t need to create a new user ID and temporary password for these invited users in your own Office 365 tenant.

Invite a user

Users can be added into Dynamics 365 through the Azure Active Directory B2B user collaboration.  Global Admins and limited admins can use the Azure portal to invite B2B collaboration users to the directory, to any security group or to any application. Admins can use one of the following methods to invite B2B users to their Dynamics 365 instance:

Assign invited users a Dynamics 365 license and security role

Your invited users can start using your Dynamics 365 instance once a Dynamics 365 license and a security role are assigned to them. For complete instructions, see Invite users to Dynamics 365 with Azure Active Directory B2B.

 


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