Analysing Microsoft Dynamics CRM Data with Power BI

2 days


This course demonstrates how to analyse Dynamics CRM data using the new tool of Power BI Desktop. Delegates will gain experience of working with the Power BI desktop tool. Load data from their CRM deployment to Power BI and create Visualisations to display Dynamics CRM Data.

Skills Gained

This course provides delegates with a full understanding on how to use the new Power BI Desktop tool. They will learn how to connect to their CRM data source to load CRM data into Power BI.

Delegates will then be able to Shape, Combine and Model their data before creating interactive visualisations. Finally the visualisations & data will be published as well as create Content Packs for their organisation.


  • Working knowledge of Dynamics CRM.
  • Working knowledge of Excel.
  • Some Database experience would be a benefit.

Please note: Before attending this class delegates must have a Microsoft account (signing up one is free). The instructions on how to set up a Microsoft account can be found here.

Course Outline

Module 1- Introduction to Power BI

  • Power BI
  • The Power BI Service
  • Power BI Mobile Apps
  • Lab: Creating a Power BI Dashboard

Module 2- Power BI Data

  • Using Excel as a Data Source
  • Using Databases as a Data Source
  • Using Dynamics CRM as a Data Source
  • Lab: Importing Dynamics CRM Data Into Power BI

Module 3- Combining Data

  • Power BI Desktop Queries
  • Combining Data
  • Merging Data
  • Importing Data
  • Lab: Combining Data

Module 4 - Relationships

  • Viewing Relationships in Power BI Desktop
  • Relationship types (Caardinality)
  • Support for Many Relationships
  • Creating Relationships
  • Lab A - Creating Relationships
  • Editing Relationships
  • Lab B - Relations in Microsoft Dynamics CRM & Dynamics 365

Module 5- Shaping Data

  • Using Data Fields to Drill Visualisations
  • Filter Records
  • Pivot/unpivot data
  • Data Subsets
  • Group By
  • Lab A - Shape data using Group By
  • Lab B - Using Pivot to display Opportunity Data
  • :ab C - Create Query Parameters
  • Add custom and Calculated Columns
  • Lab D - Creating Conditional Columns

Module 6- Interactive Data Visualisations

  • Overview of Data visualisations
  • Data Visuualisations Types
  • Table and Matrix visualisations
  • Charts
  • KPI Visualisation
  • Interactive Slicers
  • Geo-Data, Data Categorisation and Maps
  • Lab A - Creating Visualisations
  • Appendix A - Reports and Output Options
  • Appendix B- Publishing from Power BI Desktop

Related Courses


Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. It's a cost effective option.

Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.

ITILv3, RESILIA, PRINCE2, PRINCE2 Agile, AgileSHIFT, MSP, M_o_R, P3M3, P3O, MoP, MoV courses on this page are offered by QA Affiliate of AXELOS Limited. ITIL, RESILIA, PRINCE2, PRINCE2 Agile, AgileSHIFT, MSP, M_o_R, P3M3, P3O,MoP, MoV are registered trademarks of AXELOS Limited. All rights reserved.

Upcoming Dates

  • GREEN This class is Guaranteed To Run.
  • SPVC - Self-Paced Virtual Class.
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Course Location Days Cost Date
London London2 1484 £1484 2019-12-11
London London2 1484 £1484 2019-12-11
London London2 1484 £1484 2019-12-23