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How to Integrate Dynamics 365 Data into Power BI for Enhanced Business Analytics

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#enhanced

Dynamics 365 Finance

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Oct 21, 2024

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AI Summary

  • The article discusses multiple reporting options in Microsoft Dynamics 365, including Management Reporter and Electronic Reporting.
  • Functional consultants can use these tools to meet clients' reporting needs effectively.
  • In addition to MR and ER, Power BI can be leveraged to integrate data from Dynamics 365 and create analytical reports with visualizations.
  • The article explains steps to get data from Microsoft Dynamics 365 into Power BI to create reports.
  • The process involves establishing a connection between D365 and Power BI using a built-in connector.
  • Data selection and transformation are key steps in building reports, utilizing Power Query for data cleaning and transformation.
  • Creating relationships between dimension and fact tables is essential in Power BI to link related information.
  • Ultimately, a vendor balance report can be created using the described method, showcasing the potential for building financial reports in Power BI.

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