Customising the Dynamics 365 Sales Power BI Template Apps

In this blog, the author tackles the customisation of Dynamics 365 Sales Power BI Template Apps. The post explores two template apps that organisations might use as a starting point for incorporating Power BI into their Dynamics 365 Sales data. However, since these apps do not account for extensive customisations made to Dynamics 365 Sales, the author notes that users might find them challenging to work with or that their data does not display correctly. As such, the author suggests consulting Microsoft Docs to download and customise the report templates according to one's needs or requirements.

The blog post lists essential notes to remember when working with these templates, such as changing the OData connector to support Direct Query capability, supplying the correct URL for one's environment via the D365_Sales_URL parameter, and migrating towards the latest version of the Dynamics 365 environment. The author notes that these templates are a valuable resource for those who require more customisation in their demos or have minor modifications, making them a helpful starting point in crafting actionable insights from data.

Overall, the post provides a helpful guide for customising Dynamics 365 Sales Power BI Template Apps, making Power BI a more accessible tool to use in tandem with Dynamics 365 Sales.

Source: https://crmchap.co.uk/customising-the-dynamics-365-sales-power-bi-template-apps/