Dynamics 365 for Customer Insights has made available a new Power BI connector. Now, aggregated and enriched data in Dynamics 365 for Customer Insights can be analysed via in Power BI using the new (Beta) Power BI connector. This allows organisations to combine the analytic power of Dynamics 365 for Customer Insights with the data visualisation and exploration capabilities of Power BI, getting best of the both the worlds.
You can build advanced data visualisation over Profile or KPI data using Power BI visualisations such as geo-maps or treemaps with interactive drill-down and filtering capabilities.
Power BI connector provides an integrate experience to author Power BI reports with Dynamics 365 for Customer Insights data in Power BI Desktop. To connect to Dynamics 365 for Customer Insights in Power BI Desktop, go to Get Data -> Online Services and select Dynamics 365 for Customer Insights (Beta) from Online Services list.
Once connected, you can start building the Power BI model by connecting KPIs and profiles to enable interactive slicing/dicing and drill-down by KPI group by or profile attributes in your Power BI report.
The diagrams below show an example model connecting MonthlyDeposits KPI and connecting its group by attributes BranchId and CustomerId with corresponding profiles, Customer and Branch.
With such a model, you can interactively slice and dice the MonthlyDeposit KPI by any Profile or Branch attribute in a Power BI report.
Power BI reports can also be created, with which you can slice the Monthly Deposit KPI by time of deposit and view the deposit by Account Type and City locations where deposits were made.
Now, you have the full power of Power BI at your disposal to harness the data visualisation and exploration capabilities combined with big data and predictive analytics capabilities of Dynamics 365 for Customer Insights.