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Dynamics 365 and Power BI
Joris Poelmans
Solution Architect – Realdolmen
@jopxtwits http://jopx.blogspot.com
Why?
“Without data,
you’re just another
person with an
opinion”
W. Edwards Deming,
Data Scientist
Demo time
Data acquisition
Connect to many
data sources
Data
Transformation
Combine
multiple queries
into single model
Refreshable
Data acquisition – supported data sources
 Use Query functionality to connect to data from a variety of sources beyond th...
Data acquisition - getting D365 data
• Retrieve data from Dynamics 365 by accessing the Dynamics 365 Web API
• ODATA RESTf...
Data acquisition – loading D365 data
• Navigator shows a list of all accessible entities
• For every entity selected a que...
Data acquisition - editing a query
• Each query has one or more steps
• Each step can
• Connect to a data source and retri...
Data acquisition - D365 queries (specifics)
• Fields with “normal” data types are immediately accessible
• Optionsets
• En...
Data acquisition – leveraging content packs
• Organizational Content Packs: possible to package dashboards, reports and
da...
Demo time
Data Modeling with formulas and relationships
• Relationships can be managed in
Relationship view
• Automatically detect r...
Building reports
 Explore data in a variety of ways and
across multiple visualizations
o Select data elements and sort da...
Share reports, visualization and data
• Data models and reports created in Power BI Desktop can be published to
Power BI C...
Dynamics 365 integration
• Enable Power BI use through System Settings (Reporting tab)
• Embedded Power BI dashboard tiles...
Demo time
Understanding Power BI Data refresh
Daily, Weekly
(free)
Up to 8 times
per day (Pro)
Token cached
in service
Direct Query
...
Power BI Data Refresh and Direct Query
Import (cached mode) Direct query or Live connection
Refresh frequency Scheduled - ...
Direct Query – Supported data sources
• Cloud data sources
• SQL Azure Data Warehouse
• Spark on HDInsight
• On-premise da...
On premises data gateway
Centralized way to refresh on-
premises content in Power BI
Access control to data sources
Monito...
Miscellaneous
Power BI
Architecture
Security and
identity
Alerts
Data Export
Service
Licensing
Power BI Architecture
Security and Data Authorization
• Users have access to dashboards, reports via sharing or
organizational content packs
• S...
Alerts
• Run on refresh
• Send e-mails
• Trigger a Microsoft Flow
Dynamics 365 Data Export Service
• Replicate data from Dynamics 365 to Azure SQL or SQL
Server on Azure VMs
• Enables more...
Licensing
Free
• 1 GB storage limit
• Daily refresh
• Cloud data sources
• Service content packs
• Streaming – 10,000 rows...
What we did not cover
• Power BI REST API
• Streaming data
• Custom visualizations
• Cortana integration
• Power BI Embedd...
References
• https://powerbi.microsoft.com/en-us/documentation/powerbi-admin-manage-your-data-storage-
in-power-bi/
• Row ...
“THE WAY TO GETSTARTEDIS TO
QUIT TALKING AND BEGIN DOING.”
Walt Disney
CRM UG Belux March 2017 - Power BI and Dynamics 365
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CRM UG Belux March 2017 - Power BI and Dynamics 365

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CRM User Group Belux 03/2017 - Visualizing and analyzing Dynamics 365 data with Power BI

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CRM UG Belux March 2017 - Power BI and Dynamics 365

  1. 1. Dynamics 365 and Power BI Joris Poelmans Solution Architect – Realdolmen @jopxtwits http://jopx.blogspot.com
  2. 2. Why? “Without data, you’re just another person with an opinion” W. Edwards Deming, Data Scientist
  3. 3. Demo time
  4. 4. Data acquisition Connect to many data sources Data Transformation Combine multiple queries into single model Refreshable
  5. 5. Data acquisition – supported data sources  Use Query functionality to connect to data from a variety of sources beyond those available from powerbi.com  Navigate data quickly with in-memory processing that optimizes performance  Pare down datasets to only what’s needed by editing queries before data loading  Ability to automatically find related tables when connecting to database sources File Database Azure Other • Excel • CSV • XML • Text • Folder • SQL Server • Direct Query for SQL Server • Access • SQL Server Analysis Services • Oracle • IBM DB2 • MySQL • PostgreSQL • Sybase • Teradata • SQL Database • Direct Query for SQL Database • SQL Data Warehouse • Marketplace • HDInsight • Blob Storage • Table Storage • HDInsight Spark • DocumentDB • Web • SharePoint List • Odata Feed • Hadoop File (HDFS) • Active Directory • Microsoft Exchange • Dynamics CRM Online • Facebook • Google Analytics • Salesforce Objects • Salesforce Reports • ODBC • appFigures • GitHub • QuickBooks Online • SweetIQ • Twilio • Zendesk • Spark • Blank Query • Mail Chimp
  6. 6. Data acquisition - getting D365 data • Retrieve data from Dynamics 365 by accessing the Dynamics 365 Web API • ODATA RESTful API that gives access to all data stored in Dynamics 365 • https://<baseurl>/api/data/v8.x/ • Slow to retrieve large amounts of data – use filters and pre-selection (or Data Export Service) • Leverage content packs as alternative
  7. 7. Data acquisition – loading D365 data • Navigator shows a list of all accessible entities • For every entity selected a query is created • Each query loads data into table of the data model – use filters to only retrieve required data
  8. 8. Data acquisition - editing a query • Each query has one or more steps • Each step can • Connect to a data source and retrieve data • Apply a transformation to the data • Last step in a query returns the final data and loads it into the table of the data model Common data-shaping tasks • Remove rows • Rename/Remove tables and columns • Change a data type • Delete Relationships • Pivot columns and group rows • Modify a table name • Identify and fix errors • Merge or append queries to combine data from multiple queries into a single query
  9. 9. Data acquisition - D365 queries (specifics) • Fields with “normal” data types are immediately accessible • Optionsets • Entity references/lookups: 2 fields _attributename_value & attributename • Relationships are available as columns of type Table
  10. 10. Data acquisition – leveraging content packs • Organizational Content Packs: possible to package dashboards, reports and datasets and share them with co-workers in “Content Pack Library” • Dynamics 365 Content Packs • Can be downloaded and modified in Power BI Desktop
  11. 11. Demo time
  12. 12. Data Modeling with formulas and relationships • Relationships can be managed in Relationship view • Automatically detect relationships • Adjust relationship types (1:N,1:1) • Define calculations (measures) to generate new fields for use in reports • Create Calculated Tables with Data Analysis Expressions (DAX) formulas • Use data categorization
  13. 13. Building reports  Explore data in a variety of ways and across multiple visualizations o Select data elements and sort data o Filter data and use cross-filter capabilities o Drill into and across datasets o Pivot and slice data o Change visualization types o Date sort and filters including Min & Max functions o Ability to refresh all views with a single click o Copy/Paste queries to/from Excel o Improved default sorting o Ability to sort the slicers  Select, transform and mashup data via a freeform, drag-and-drop canvas
  14. 14. Share reports, visualization and data • Data models and reports created in Power BI Desktop can be published to Power BI Cloud Service • Free and Pro edition • Data model => Dataset, Report => Reports
  15. 15. Dynamics 365 integration • Enable Power BI use through System Settings (Reporting tab) • Embedded Power BI dashboard tiles • For Dynamics CRM Online 2016 Update 1 (8.1) and later • Create personal dashboards that use Power BI Dashboard • Available in December 2016 update
  16. 16. Demo time
  17. 17. Understanding Power BI Data refresh Daily, Weekly (free) Up to 8 times per day (Pro) Token cached in service Direct Query On-premises data through gateway
  18. 18. Power BI Data Refresh and Direct Query Import (cached mode) Direct query or Live connection Refresh frequency Scheduled - hourly or daily Real-time Performance No noticeable delay since data is already cached Depends on how fast the data source is as queries are executed in real-time Data storage in Power BI Since it is cached mode, data is stored in the cloud No data is stored in Power BI. Data is always on- premises* Data size Current limit of 1 GB (compressed) per model (Free edition) and 10 GB per licensed Pro user The on-premises database is the limit; no Power BI limitation Security Can create row-level security on the PBI dataset (import only) Re-use on-premise row level security for Analysis Services *Some data is cached for optimizing first-time load performance
  19. 19. Direct Query – Supported data sources • Cloud data sources • SQL Azure Data Warehouse • Spark on HDInsight • On-premise data sources • SQL Server Analysis Services (Tabular or Multidimensional) • SQL Server • SAP HANA • Oracle • Teradata
  20. 20. On premises data gateway Centralized way to refresh on- premises content in Power BI Access control to data sources Monitor and track usage Live, interactive query with on- premises data sources
  21. 21. Miscellaneous Power BI Architecture Security and identity Alerts Data Export Service Licensing
  22. 22. Power BI Architecture
  23. 23. Security and Data Authorization • Users have access to dashboards, reports via sharing or organizational content packs • Scoped to user accounts, AAD security groups, or O365 modern groups (content packs only) • (a) Calls to data sources are made using service-level credentials in the case of cached and Direct Query sources. Authorization in the data source is done using the single service credentials. • (b) for Analysis Services Live Connect, the user’s credentials are used and user authorization is performed in Analysis Services (and RLS can be applied). • Row filters can be applied in the Power BI service for cached data.
  24. 24. Alerts • Run on refresh • Send e-mails • Trigger a Microsoft Flow
  25. 25. Dynamics 365 Data Export Service • Replicate data from Dynamics 365 to Azure SQL or SQL Server on Azure VMs • Enables more complex reporting or custom integration scenarios • Azure components within same subscription • Data sent to the Data Export Service is stored temporarily in Azure Service Bus and Azure Storage, processed in Azure Service Fabric, and finally synchronized to the destination DB • Support for Data Export implemented in recent update of the Dynamics 365 Content Packs
  26. 26. Licensing Free • 1 GB storage limit • Daily refresh • Cloud data sources • Service content packs • Streaming – 10,000 rows/hour Power BI Pro ($9.99/user/mo) • 10 GB storage limit • Hourly refresh (sort of) • Live Data • On-premises data • Modern Groups • Organizational content packs • Row Level Security • Streaming – 1,000,000 rows/hour • Data Catalog • SharePoint Web Part
  27. 27. What we did not cover • Power BI REST API • Streaming data • Custom visualizations • Cortana integration • Power BI Embedded and Publish to web • Power BI Mobile Apps • Sharing of reports and workgroups • SharePoint integration • Compliancy features: Power BI auditing, data classification, etc … • Power BI Admin Center • R support • Power BI reports in Reporting Services Vnext • …
  28. 28. References • https://powerbi.microsoft.com/en-us/documentation/powerbi-admin-manage-your-data-storage- in-power-bi/ • Row Level Security with Power BI - https://powerbi.microsoft.com/en-us/documentation/powerbi- admin-rls/ and http://radacad.com/dynamic-row-level-security-with-power-bi-made-simple • Power BI Security - https://powerbi.microsoft.com/en-us/documentation/powerbi-admin-power-bi- security/ (also contains link to the Power BI architecture white paper) • Power BI Infographics - http://community.powerbi.com/t5/Community-Blog/Power-BI-Infographic- for-Power-BI-from-an-end-to-end-perspective/ba-p/143307 • Setup the Data Export Service with a Power BI Solution template - https://crmchartguy.wordpress.com/2017/01/11/setup-the-data-export-service-with-a-power-bi- solution-template/ • … See reference list on my blog http://jopx.blogspot.com
  29. 29. “THE WAY TO GETSTARTEDIS TO QUIT TALKING AND BEGIN DOING.” Walt Disney

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