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Dynamics CRM Content Pack for Power BI

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Date : April 4, 2017

Part 1: Embedding Content Pack in Web Page

The Microsoft Dynamics CRM content packs for Power BI allow you to easily visualize data in your Dynamics CRM Online or on-premises tenant. The Sales Manager content pack focuses on sales related CRM entities such as Leads, Opportunities, Accounts etc. and analyzes sales performance through key metrics like Won and Lost Revenue, Sales Leaders, and Top Accounts. Similarly the Service Manager content pack includes data from service CRM entities such as Cases, Queues, and Knowledge Articles. You can deploy the content packs in Power BI service to show data from your Dynamics CRM online or on premises tenant, and customize the content packs to display custom fields or option set values you may have added to the CRM entities as part of your deployment. Continue Reading…