Module 4: Sales Analytics and Insights

Practice Lab 1 – Power BI

Scenario

Dynamics 365 for Sales works well with Power BI to display Dynamics data in Power BI. You are a sales analyst for the Dynamics 365 for Sales implementation at World Wide Importers and have been asked to assess implementation of Power BI with your sales data.

Important Note: This lab will provide you with an actual Dynamics 365 tenant and licenses for the Power platform applications you will be using in this course. You will only be provided with one tenant for the practice labs in this course. The settings and actions you take within this tenant do not roll-back or reset. Whereas the virtual machine you are provided with does reset each time you close the lab session. What’s more, Dynamics 365 is evolving all the time. The instructions in this document may be different from what you experience in your actual Dynamics 365 tenant. It is also possible to experience a delay of several minutes before the virtual machine has network connectivity to begin the labs.

Exercise 1 - Acquire Tenant Information and Connect

Note: If you have already completed a practice recently, the virtual machine might pick up where you left off and you will not need to login again.  In that case you can skip ahead to exercise two and resume.

Task 1 – Connect to the Power platform administration portal

  1. On Virtual machine MB200-Dynamics_Lab, sign in as Admin with the password Pa55w.rd if you are not already logged in.

  2. Outside the VM in the online lab interface click Files and choose D365 Credentials. This will allocate an Office 365 tenant for you to use in these labs.  It will display the admin email and password for your tenant.  You should copy this information to notepad or similar for your reference.

  3. In MB200-Dynamics_Lab launch Microsoft Edge from the taskbar. By default, the browser opens Office 365. Use the O365 credentials you just acquired in the previous step to login.

  4. Navigate in the browser to the Power platform admin portal at https://admin.Powerplatform.microsoft.com

Exercise 2 – Power BI with Dynamics 365

Task 1 – Enable Power BI

  1. Go to your Dynamics 365 Sales application. Select Sales not Sales Hub.

  2. Navigate to Settings > Administration.

  3. Select System Settings.

  4. Select the Reporting tab and set Allow Power BI Embedding to Yes.

  5. Click OK.

  6. Click Switch to Another App and select Sales Hub.

  7. Click on the Site Map button and select Dashboards.

  8. Click New. You will now have an option for creating Power BI Dashboards.

  9. Select Power BI Dashboard. You will get a message telling you to create power bi dashboard first.

  10. Click Cancel.

  11. Click New again and select Dynamics 365 Dashboard.

  12. Select 2 Column Regular Dashboard and click Create.

  13. You should have an option for adding Power BI Tile.

  14. Click Add Power BI Tile. You will get message telling you that you don’t have Power BI tiles or Dashboards.

  15. Click Cancel.

  16. Close the create dashboard window without saving it.

  17. Click Done.

  18. Do not close this browser window.

Task 2 – Try Power BI Sample

  1. Start a new browser window and navigate to https://powerbi.microsoft.com/

  2. Click Sign in.

  3. Click Sign in again to sign in with existing account.

  4. Click Start.

  5. Click Skip.

  6. Go to the More Ways to Create your Own Content area and click Samples.

  7. Select Customer Profitability Sample and click Connect.

  8. Power BI will create a dashboard from the sample you selected.

  9. Click on the Gross Margin tile. The report will load. Return to the main dashboard.

  10. Go to the Total Revenue by Region and select North.

  11. The report will reflect your selection.

  12. Go to the Executive visual and select Carlos Grilo.

  13. The report will reflect your selection.

  14. Go ahead and explore the sample report.

Task 3 – Add Power BI Dashboard to Dynamics 365

  1. Go back to your Sales Hub application.

  2. Click New and select Power BI Dashboard.

  3. You should see the Customer Profitability Sample dashboard. Select the Customer Profitability Sample dashboard and click Save.

  4. The Power BI Dashboard should load in your Dynamics 365.

  5. Click on the Gross Margin % tile. You will find that Power BI charts are not interactive.

  6. Click Open Power BI Report.

  7. The report should load. Go to Total Revenue by Region and select North. The report should be interactive.

Task 4 – Mixed Power BI Tiles and Dynamics 365

  1. Click on the Site Map button and select Dashboards.

  2. Click New and select Dynamics 365 Dashboard.

  3. Click Add Power BI Tile. You should now be able to select individual tiles form the sample dashboard.

  4. Select Total Revenue for Tile and Click OK.

  5. Click Add Power BI Tile again.

  6. Select Gross Margin % for Tile and Click OK.

  7. Click Insert Chart.

  8. Select Opportunity for Record Type, select My Open Opportunities for View, select Sales Pipeline for Chart and click Add.

  9. Select Insert List.

  10. Select Accounts for Record Type, select All Accounts for View and click Add.

  11. Enter Mixed Dash for Name and click Save.

  12. Click Close.

  13. The Mixed Dash should load.

Task 5 – Build Dashboard

  1. Go back https://powerbi.microsoft.com/

  2. Click on the Customer Profitability Sample located in the Workspace>Datasets area of the navigation pane.

  3. Go to Fields pane and expand Customers.

  4. Select City. Map visualization will be added canvas.

  5. Click on the canvas and select Name. Make sure you don’t have the map selected. A table will be added to canvas.

  6. With the table still selected, select City and State Code from the Customers. Two columns will be added to the table.

  7. Click on the canvas, expand Facts and select Revenue % Variance to Budget. Clustered Column chart will be created.

  8. With the column chart still selected, click Stacked Ares Chart.

  9. With the Stacked Area Chart still selected, expand Dates and select Month.

  10. With the Stacked Area Chart still selected, expand Executives and select Executive.

  11. Click on the canvas, expand Executives and select Executive. A table will be added to the canvas.

  12. With the new table selected Slicer visualization. The table will change to Slicer.

  13. Click on the canvas, go to the Visualizations and select Tree Map.

  14. Expand Facts and select Total Revenue.

  15. With the Three Map still selected, expand Business Units and select Division.

  16. With the Three Map still selected, drag the Division field and drop it under the Values label.

  17. Resize and reposition the visualizations to your liking.

  18. Click Save.

  19. Enter My Report for Name and click Save.

  20. Click Pin Live Page. You must Pin Live Page before you can see Power BI dashboards in Dynamics 365.

  21. Select New Dashboard, enter My Dash for Name, and click Pin Live.

  22. Hover over the Stacked Area Chart and click Pin.

  23. Select My Dash and click Pin. You must pin before you can see individual Power BI tiles in Dynamics 365.

  24. You may Pin the rest of tiles if you want to see them in Dynamics 365.

  25. Go to the navigation pane and from the Reports section click My Report.

  26. You report will load.

  27. Go ahead and try to create Dynamics 365 Dashboard from the Power BI dashboard and tiles you created.