Book Image

Implementing Microsoft Dynamics 365 Customer Engagement

By : Mahender Pal
Book Image

Implementing Microsoft Dynamics 365 Customer Engagement

By: Mahender Pal

Overview of this book

Microsoft Dynamics 365 for Customer Engagement (CE) is one of the leading customer relationship management (CRM) solutions that help companies to effectively communicate with their customers and allows them to transform their marketing strategies. Complete with detailed explanations of the essential concepts and practical examples, this book will guide you through the entire life cycle of implementing Dynamics 365 CE for your organization or clients, and will help you avoid common pitfalls while increasing efficiency at every stage of the project. Starting with the foundational concepts, the book will gradually introduce you to Microsoft Dynamics 365 features, plans, and products. You’ll learn various implementation strategies and requirement gathering techniques, and then design the application architecture by converting your requirements into technical and functional designs. As you advance, you’ll learn how to configure your CRM system to meet your organizational needs, customize Dynamics 365 CE, and extend its capabilities by writing client-side and server-side code. Finally, you’ll integrate Dynamics 365 CE with other applications and explore its business intelligence capabilities. By the end of this Microsoft Dynamics 365 book, you’ll have gained an in-depth understanding of all the key components necessary for successful Dynamics 365 CE implementation.
Table of Contents (14 chapters)

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 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

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...