Book Image

Microsoft Dynamics 365 Extensions Cookbook

Book Image

Microsoft Dynamics 365 Extensions Cookbook

Overview of this book

Microsoft Dynamics 365 is a powerful tool. It has many unique features that empower organisations to bridge common business challenges and technology pitfalls that would usually hinder the adoption of a CRM solution. This book sets out to enable you to harness the power of Dynamics 365 and cater to your unique circumstances. We start this book with a no-code configuration chapter and explain the schema, fields, and forms modeling techniques. We then move on to server-side and client-side custom code extensions. Next, you will see how best to integrate Dynamics 365 in a DevOps pipeline to package and deploy your extensions to the various SDLC environments. This book also covers modern libraries and integration patterns that can be used with Dynamics 365 (Angular, 3 tiers, and many others). Finally, we end by highlighting some of the powerful extensions available. Throughout we explain a range of design patterns and techniques that can be used to enhance your code quality; the aim is that you will learn to write enterprise-scale quality code.
Table of Contents (19 chapters)
Title Page
Credits
Foreword
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Building Power BI dashboards from CRM data


Dynamics 365 offers a wide range of reporting capabilities. View, charts, SSRS reports, and Word and Excel templates are the usual options. The out-of-the-box reporting capabilities are great when reporting on Dynamics 365 data; however, if you need richer analytics that span across multiple platforms, Power BI is your solution.

In this recipe, we will create a simple pie chart that displays accounts' cities filtered by the state of Washington (WA) to demonstrate how to integrate a Dynamics 365 centric Power BI report into your Dynamics 365 dashboard. Our only data source will be Dynamics 365.

Getting ready

In order to embed Power BI charts into your Dynamics 365 instance, you'll need to enable the capability first. To do so, navigate to Settings | Administration | System Settings and click on the Reporting tab. Then select, Yes next to Allow Power BI visualization embedding, as shown in the following screenshot:

Given that this recipe focuses on the...