How to create a Power BI dashboard with Dynamics CRM data and integrate with Microsoft Teams?

You can create Power BI dashboard only with online Dynamics CRM and not on-premise Dynamics CRM.

Below is the detailed process of creating a Power BI dashboard with sample Time Posting report and integrating with Teams.

Open online CRM and Power BI service in respective browser tabs by signing in with appropriate credentials. Also, open Power BI Desktop application and sign in with appropriate credentials.

Note: If you do not have Power BI Desktop, use the following URL to download - https://www.microsoft.com/en-us/download/details.aspx?id=58494

In the Power BI Desktop home page, click Get Data on the ribbon. It will display a list of data sources from which you can generate the data for Power BI Report.

Select Dynamics 365 (online) and click Connect.

It will redirect to another window.

Enter the Web API URL. It can be fetched from CRM by navigating as shown below.

CRM-> Settings -> Customizations ->Developer resources-> Instance web API-> Service root URL.

Click OK. It will redirect to another pop-up window as shown below.

Navigate to Organizational Account and click on sign in and click on connect.

This allows you to connect to CRM and opens entities window as shown below.

Check all the entities that are required and click on load button. Now the data is loaded and all the selected entities are displayed in the right side field’s bar.

From Visualizations, you can add chart, table, matrix, etc., to represent your data. As an example, lets select slicer and chart to represent the data. Now add fields from one or more entities into these visualizations.

To add the resources in the report, select the slicer and add the appropriate fields under Fields section.

Now select the chart and check the fields from fields bar as shown below. To display the data in table or chart and if it is chart type, we need to declare the x axis and y axis properly for data representation as shown in below image.

Now, to add the filter criteria to view the resources time posting for a period, select the slicer again. Under fields section select “Time Posting Date” field.

And select the “Relative date” option by clicking on the down arrow beside time postdate. To rename the slicer header under visualizations in fields this can be done.  

After adding all the required fields into your table or chart click on publish button in the menu bar.

And click on save button it will open up in a window with the list of workspaces in power bi service, now choose the particular work space among the list in which you want to save the power BI report and click on select as shown in below image. It will save the report into online power Bi service.

Once it is selected, in Power BI Service under My Workspace and under reports click on the report which is created in Power BI desktop application. Where a report is displayed.

Now we need to add the report into dash board for these click on Pine a Live button in menu bar as shown in below page it will open a window as shown below and give a name to your new dash board and click on pin live.

Now the dashboard is created.

Integrating of Power Bi application with Teams

Now we need to add this dashboard in Teams. Login into the teams using the same CRM credentials.

Choose the appropriate Teams Group in which the Power BI report should be displayed.

Click on the three dots beside the team name and click on “Add Channel” option from the list.

Now, provide the channel name and click on add button.

You can observe that Power Bi report channel got added in the Teams Group. And click on + symbol to choose the Power BI app among the apps.

Once the Power Bi app is added, you can notice the reports under my “Workspaces” tab which are generated in the Power BI Desktop application using the same CRM credentials. Click on save button.

You can observe that the report which is created in the Power BI application is displayed here.


If you need any further assistance, feel free to email us at salesteam@mtccrm.com