In the past few years, there have been no real changes in the diagram solution until Microsoft Dynamics CRM 2016 was introduced. With Power BI, on the other hand, we have now the possibility to draw data from hundreds of sources and visualize them for users in an individual way. For Office 365, this cloud service is now fully compatible with Microsoft Dynamics 365. This makes it possible to create comprehensive analyzes in the customer engagement environment as well.
Any kind of data in Microsoft Dynamics 365 Customer Engagement (CRM) is fully visualizable thanks to Power BI. One of the biggest innovations compared to the old diagram solution is the possibility to combine CRM data with other data sources. For example, it is very easy to establish a connection to the Customer Engagement System. In the following tutorial, we will explain how accounts can be represented by region and the duration of the customer relationship using Power BI Desktop.
Step 1 - Open your Power BI desktop application and connect with the Customer Engagement System
Enter your Dynamics 365 (online) OData endpoint URL. It should look similar to his URL, OrganizationName is the name of your organization. V8.2 is the current version of your system.
Then the Microsoft Dynamics 365 authentication window should appear where you must enter your user data.
Step 2 - Prepare the data request
Now we can select the entity from which we want to request the data.
In the following, we can remove the column that is not relevant for us, we only select the createdon, the name (name), and the region (a user-defined entity).
Now we create an additional column "CurrentDateTime" which thanks to the function DateTime.LocalNow () always contains the current time.
Below we change the data type of the "createdon" and "CurrentDateTime" columns to "Date".
In the following, we create another column which shows us the existence time of all companies, thanks to the simple subtraction function of the other two columns.
This column must also be reformatted to "days"
On the right side we can see the progress of all changes, eg. the last change was the renaming of the region to a shorter name. If, however, one of the steps in the middle is changed or removed, we lose the subsequent steps.
Therefore, we can complete the request.
An important point is still missing, the region column has to be formatted accordingly as a county (county).
Step 3 - The visualization of the data
Now we can devote ourselves to the visual presentation of the data. First we add a folder. In the following, we add the columns to the final diagram fields with help of the simple drag & drop mechanism.
Similarly, we add the company relationship. This will then show us where the company relationships are the longest regarding to the color saturation.
We are copying the newly created folder and changing the chart type to bars. At the top right, we can sort the chart.
The report is ready!