Which Dynamics 365 modules can you integrate with Power BI?
Microsoft Power BI can integrate with all major Dynamics 365 modules, ERP (Finance & Supply Chain, Business Central) and CE (Sales, Customer Insights, Customer Service, Field Service). You can design reports that draw from the specific modules your business needs, providing actionable insights across finance, operations, sales, marketing, and service teams.
Here are some example modules and reports showing the capability to integrate with all the modules required.
|
Application |
Example Modules |
Example Power BI Reports |
|
Dynamics 365 Finance & Supply Chain (FSC) |
General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Inventory Management, Procurement & Sourcing, Project Management, Production Control |
Financial Performance Dashboard, Cash Flow Analysis, Inventory Turnover Report, Supplier Performance, Project Cost Tracking |
|
Dynamics 365 Business Central (BC) |
Finance, Sales, Purchasing, Inventory, Projects, Service Management, Manufacturing |
Profit & Loss Statement, Sales Performance by Product, Inventory Levels, Purchase Order Analysis, Project Profitability |
|
Dynamics 365 Sales |
Leads, Opportunities, Accounts, Contacts, Activities |
Sales Pipeline Analysis, Lead Conversion Rate, Account Growth Dashboard |
|
Dynamics 365 Customer Insights |
Campaigns, Segments, Customer Journeys, Event Management |
Campaign ROI, Customer Engagement Metrics, Event Attendance Analysis |
|
Dynamics 365 Customer Service |
Cases, Knowledge Base, Service Agreements, Queues |
Case Resolution Time, Customer Satisfaction Trends, Agent Performance |
|
Dynamics 365 Field Service |
Work Orders, Assets, Scheduling, Resource Management |
Work Order Completion Rates, Field Technician Productivity, Asset Maintenance Trends |
Example Scenarios
ERP (FSC & BC):
- A CFO might use a Power BI dashboard to monitor cash flow, profitability by department, and overdue receivables, drawing data from General Ledger, Accounts Receivable, and Projects modules.
- An Operations Manager could track inventory levels and supplier performance using data from Inventory Management and Procurement modules.
CE (Sales, Marketing, Customer Service, Field Service):
- A Sales Manager can view a Power BI report on pipeline health and lead conversion rates, using data from Leads and Opportunities modules.
- A Marketing team might analyse campaign effectiveness and customer engagement across multiple campaigns and segments.
- Customer Service leaders can monitor case resolution times and agent workloads, while Field Service teams track work order completion and asset maintenance.
At a high-level summary, Power BI connects directly through Common Data Service or Dataverse (the data storage behind Dynamics 365 apps), via APIs, or by directly reading data from data storage like a Data Warehouse, a Lakehouse, or OneLake if you are also using Microsoft Fabric as your data analytics platform. The latter may be the best approach if you need to combine data from multiple business applications.