How to set-up Power BI and integrate it with Microsoft Dynamics 365.

We have recently recorded a video that demonstrates how to set-up Power BI and integrate it with Microsoft Dynamics 365.

In this overview blog, you can find out what Power BI is, the steps we cover in the video and the cost of Power BI…

What is Microsoft Power BI?

Microsoft Power BI is a data and analytics reporting tool which essentially brings together disparate data – anything from basic Excel spreadsheets to databases, including both cloud-based and on-premise apps. This is then presented in dashboards & reports with visual, easy-to-read graphs and charts, allowing businesses to drill down and gain valuable insights.

The features within the application make data extraction and analysis much simpler than in the past, ensuring businesses can make more informed, data-driven decisions. As part of the Power Platform, Power BI integrates seamlessly with the Microsoft eco-system.

Demo Video: Setting up Power BI and integrating it with Microsoft Dynamics 365


Within the demo, we guide you through 7 easy-to-follow steps:

Step 1 – Download Power BI Desktop App (00:00:18)

Step 2 – Login (00:00:51)

Step 3 – Configure the Import Settings (00:01:17)

Step 4 – Get Data (00:02:23)

Step 5 – Entity Relationships Diagrams (00:04:51)

Step 6 – Visualisations (00:07:09)

Step 7 – Accessing Your Report (00:11:10)

What is the cost of Power BI?

Power BI offers three pricing options, each offering different levels of functionality. See prices below:

Power BI Free


Enables the creation and publish your own Power BI Datasets, Reports and Dashboards

Doesn’t allow for the sharing of data with other users

Power BI Pro


Per User, Per Month

Enables the creation of Power BI Datasets, Reports and Dashboards

Collaboration, publishing, sharing, and ad hoc analysis

Power BI Premium


Per Month, Per Dedicated Resource

Intended for enterprise organisations requiring big data analytics, cloud and on-premises reporting

Advanced administration and deployment controls

Dedicated cloud compute and storage resources

Allows any user to consume Power BI content

Contact us…

If you have any questions about Power BI or want to learn more about how we can support you, please contact us. Fill out the contact form below and a member of our team will be in touch shortly, or if you’d prefer, email us at [email protected] / call us on 01908 038110.