Connecting Power BI to MS Dynamics\Altai AMS

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:17 AM by Kevin Schmidt - HCPro

Connecting Power BI to Dynamics

 

Open Power BI

Click on Get Data

Select Power Platform on the left of the screen

Select Common Data Service (Legacy) and click Connect

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Enter : https://ahima.crm.dynamics.com/ in the Server URL Location on the next screen and click OK.

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Click on Signin (using your credentials.) Follow the normal MS 365 Login screens.

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The next screen that will come up is the Dynamics Table\Entity Structure.  This normally requires knowledge of the Dataverse structure.   It’s best to connect with IT with what you are trying to build and research can be done to find the right entity and columns along with filters that you are attempting to report on.  

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