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Anonymous
Not applicable

Trying to extract data from dynamics 365 to power bi

I am trying to extract data from microsoft dynamics to power bi, the key columns values importing like

ColumnName

161BADD1-6542-BC22-D501-012C3A319115

 

How to import key column values from dynamics to power bi

 

Thanks in Advance

 

1 ACCEPTED SOLUTION
v-angzheng-msft
Community Support
Community Support

Hi, @Anonymous 

Configure the connector for Power BI:

  1. In Power BI Desktop, select File > Get Data.
  2. Select See more and search for Dynamics 365 Customer Insights
  3. Select Connect.
  4. Sign in with the same organizational account you use for Customer Insights and select Connect.
  5. In the Navigator dialog box. you see the list of all environments you have access to. Expand an environment and open any of the folders (entities, measures, segments, enrichments). For example, open the Entities folder, to see all entities you can import.
  6. Select the check boxes next to the entities to include and Load. You can select multiple entities from multiple environments.
  7. You'll see a loading dialog box while your entities are loaded. Once all of your selected entities have loaded, you can use the capabilities of Power BI to visualize the data.

 vangzhengmsft_1-1647829594547.png
Refer:
Configure the connector for Power BI

 

Best Regards,
Community Support Team _ Zeon Zheng


If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-angzheng-msft
Community Support
Community Support

Hi, @Anonymous 

Configure the connector for Power BI:

  1. In Power BI Desktop, select File > Get Data.
  2. Select See more and search for Dynamics 365 Customer Insights
  3. Select Connect.
  4. Sign in with the same organizational account you use for Customer Insights and select Connect.
  5. In the Navigator dialog box. you see the list of all environments you have access to. Expand an environment and open any of the folders (entities, measures, segments, enrichments). For example, open the Entities folder, to see all entities you can import.
  6. Select the check boxes next to the entities to include and Load. You can select multiple entities from multiple environments.
  7. You'll see a loading dialog box while your entities are loaded. Once all of your selected entities have loaded, you can use the capabilities of Power BI to visualize the data.

 vangzhengmsft_1-1647829594547.png
Refer:
Configure the connector for Power BI

 

Best Regards,
Community Support Team _ Zeon Zheng


If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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