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Join us at the User Group Summit 2019 for Best Practices Using Power BI with Dynamics 365


Many of our manufacturing customers deal with complex customer relationships, involving numerous stakeholders, distributors, and channel partners.


That’s why we’ve created two sessions at this year’s User Group Summit in Kissimmee, FL, Oct. 13-18. These sessions are dedicated to best practices for generating reports in Power BI from your Dynamics 365 data.


These sessions will focus on the two main work areas in Power BI separately:


Power Query for Dynamics 365 Users

A solid foundation for data models is the most important step when working with Dynamics 365 data. This includes challenges around:


Labels for option sets

Lookup fields referencing distributors may need to show both the name and an ID for the relationship in the data model

Regarding fields for activities can point to either opportunities, distributors, or any other record type, making managing relationships more complex.

The data coming out of Dynamics 365, or the Common Data Service which stores the data, needs to be transformed into a data model that users can understand. That mean