Creating Power BI Report using Power Query (M) Builder plugin of XrmToolBox – Nishant Rana’s Weblog

Power Query(M) Builder XrmToolBox Plugin developed by Ulrik Carlsson and Mohamed Rasheed makes it very easy to develop Power BI Reports targeting Dynamics 365 CE.

Just listing down the basic steps below for quick reference à

Install the Power Query (M) Builder plugin from XrmToolBox

Click on Load Entities and select the Entity against which we want to write the report. Here we will be writing a report against Case entity (for e.g. Cases by Origin), so let us select the Case entity….

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Creating Power BI Report using Power Query (M) Builder plugin of XrmToolBox – Nishant Rana’s Weblog

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More About This Author

Nishant Rana
Nishant Rana
• Microsoft Certified Professional in Microsoft Dynamics CRM (CRM 3.0 to CRM 2016), Microsoft SharePoint (2007 and 2013) and Microsoft .NET with 10+ years of experience.
• 10 years of working experience with Microsoft Dynamics CRM starting with CRM 3.0 to CRM 2016 on various project aspects: analysis, designing, developing, leading team etc.
• An avid blogger who likes to learn, help, share and contribute in Community.
• Author of “Nishant Rana’s Weblog” (https://nishantrana.wordpress.com/), technical blog on Microsoft .NET technologies with more than 2.5 million hits and 800 followers. The blog is also recognized as one of the top 35 blogs on Microsoft Dynamics CRM.
• Twitter account https://twitter.com/nishantranaCRM with more than 500 followers, which includes MVP(s) and experts in Microsoft Dynamics CRM.
• Technical Reviewer of following books on Microsoft Dynamics CRM.
https://nishantrana.wordpress.com/books-reviewed/

Author: Nishant Rana

• Microsoft Certified Professional in Microsoft Dynamics CRM (CRM 3.0 to CRM 2016), Microsoft SharePoint (2007 and 2013) and Microsoft .NET with 10+ years of experience. • 10 years of working experience with Microsoft Dynamics CRM starting with CRM 3.0 to CRM 2016 on various project aspects: analysis, designing, developing, leading team etc. • An avid blogger who likes to learn, help, share and contribute in Community. • Author of “Nishant Rana’s Weblog” (https://nishantrana.wordpress.com/), technical blog on Microsoft .NET technologies with more than 2.5 million hits and 800 followers. The blog is also recognized as one of the top 35 blogs on Microsoft Dynamics CRM. • Twitter account https://twitter.com/nishantranaCRM with more than 500 followers, which includes MVP(s) and experts in Microsoft Dynamics CRM. • Technical Reviewer of following books on Microsoft Dynamics CRM. https://nishantrana.wordpress.com/books-reviewed/

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