Blog & Company Updates

Using Power Query Builder to Connect D365 and CDS Data To Power BI

Do you want to learn how to connect Dynamics 365 and other Common Data Services to Power BI? In a recent webinar with consultant Sharon Woloshin, you’ll learn quick and easy steps for connecting Dynamics 365 data and any other Common Data Services (CDS) data to Power BI for the development of custom reporting.

The webinar begins with an easy way to make a great report connection from Dynamics 365 or CDS into Power BI in minutes. Then the presentation takes a deeper dive into why you should use a tool called Power Query Builder and how to get the XRM Toolbox which is where you’ll find Power Query Builder.

From here, Sharon will jump into creating the connection into your data, as well as creating Service URL and data queries. She’ll go over the three ways to connect Power BI to D365 and CDS, plus a fourth connection method that is currently in preview.

The presentation will wrap up with some best practices such as starting with the end in mind and working on your M skills so you can edit in the Advanced Editor.

This is a demo-heavy presentation, so you’ll want to watch the complete webinar below if you’re interested in learning about Power Query Builder and connecting D365 and CDS data to Power BI.

Need further help? Our expert team and solution offerings can help your business with any Azure product or service, including Managed Services offerings. Contact us at 888-8AZURE or  [email protected].

 

Author

  • 3Cloud is a “born in the cloud” Gold-certified Microsoft Azure technology consulting firm and Azure Expert Managed Services Provider that provides cloud strategy, design, implementation, and managed services to clients across multiple industries. Founded by former Microsoft technology leaders, 3Cloud combines a team of highly experienced cloud architects and technologists with a strong network of Microsoft sales and engineering relationships to deliver the ultimate Azure experience for clients. 3Cloud is headquartered in Chicago, Illinois with offices in Dallas, Texas and Pittsburgh, Pennsylvania and supports clients throughout North America and Europe. To learn more, visit www.3cloudsolutions.com.

3CloudUsing Power Query Builder to Connect D365 and CDS Data To Power BI