Data is the lifeblood of any business, and competitive advantage is fueled by the ability to analyze vast stores of it to surface key insights. Dynamics 365 includes a Report Wizard that can be used to easily create reports in just a few steps without using XML or SQL-based queries.
However, to create more complex reports, you can either create your own custom reports from the beginning, or use an existing Microsoft Dynamics 365 report as a template. The topics in this guide show you how to create new reports or change existing reports using Microsoft Visual Studio, as the report writing tool and Microsoft SQL Server Reporting Services as the report engine.
There are two types of dashboards in Dynamics 365user dashboards and system dashboards. Any user can create a dashboard visible only to them in their work area, such as Sales, Service, or Marketing. An administrator or customizer creates or customizes system dashboards that, when published, are visible to everyone in the organization. A user can choose to set their user dashboard as their default dashboard and override the system dashboard.
Power BI is a self-service platform used to discover, analyze, visualize data, and share or collaborate these insights with colleagues. Power BI provides information workers and everyday business users with excellent data analysis and visualization capabilities to get better business insights.
There are several ways you can use Power BI with Dynamics 365:
- Use Power BI Desktop to modify and customize your reports and visualizations.
- Embed a Power BI tile in a Dynamics 365 personal dashboard.
- Use Power BI and Microsoft Office Excel together
If you are a customer already running Dynamics 365 and looking to implement Power BI, dashboards, please contact us.