Options to Connect and Deploy Power BI Reports Using Dynamics 365 CE (CRM) Data

  • Monday, October 10, 2022:2:00 PM - 2:45 PM
  • Room: Coastal 10 - Convention Center, Level 2
  • Session Number:  633

Description

Explore various options to a) connect and report off of D365 CE data in Power BI and b) display Power BI Reports off of CE data.
By understanding the pros and cons of each connection option, one can learn to better utilize there CE data and provide robust reporting for their organization and/or clients. 
Additionally, through a demo of embedding dashboards within certain applications such as within CE itself or in Microsoft Teams, one can get a better idea 

Complete Session Survey Here

Learning Objectives

- Awareness of options to connect
- Understand pros and cons of each connection

Association

Handout(s)


Presenter
Evan Hopper
Senior Consultant - Data Analytics/BI
RSM US
Presenter
Kate DuVall
Senior Consultant - Data Analytics/BI
RSM US LLP