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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE FREE CHAPTER 2. Implementation Methodology 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Writing Power BI reports

Power BI is a cloud service from Microsoft that provides integration options for Dynamics 365 CE. Using Power BI, we can develop rich reports and share them with users. Here, we are going to develop a sample report using Power BI; so, first, we need to set up a Power BI trial at https://powerbi.microsoft.com. You can use your same Office 365 credentials to set up this trial. We will develop our report using Power BI Desktop, which you can download at https://powerbi.microsoft.com.

Let's perform the following steps to develop our sample report:

  1. Download Power BI Desktop and complete the installation steps.
  2. Open Power BI Desktop and click on Get data:
  1. Connect to Dynamics 365 CE by taking the following steps:
  1. As soon as we click on Connect, a new dialog will appear, in which we can provide a Web API URL. We can copy it from the Settings | Customization...
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