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AI & Analytics
D365CE/CRM
Secondary Track: Power Platform Integrations
Ulrik Carlsson, MVP
CRM Chart Guy / Business Solutions Lead
eLogic
So you have gotten your Dynamics 365 data into Power BI. Now join Ulrik, CRM Chart Guy in examining how to use the two applications together. This session will include best practices, tips and tricks for data modeling and optimizing natural language querying. Also see how you can create links from your reports to a record in Dynamics 365, or even create new records via links. Did you know you can also use the images from Dynamics 365 in your reports. Power BI visuals can also not only be added to dashboards, but also forms and in context of the record being viewed. While this can be achieved in numerous ways, we will uncover the simplest way to achieve this. More importantly, we will investigate how we can leverage the Power Platform to Power BI reports that lets you update data back in Dynamics 365, straight from your report using Flow and Canvas-Apps.