CRM and sales · data source guide
Dynamics 365 data in Power BI
Connector status
Connector in Microsoft's list
- Dataverse
- Dynamics 365 (Dataverse)
- Dynamics 365 Business Central
- Dynamics 365 Customer Insights (Preview)
- Dynamics 365 Online (legacy)
Microsoft's index lists Dataverse and Dynamics 365 (Dataverse) for Sales/Customer Service data, Dynamics 365 Business Central (plus an on-premises variant), Customer Insights as Preview, and Dynamics 365 Online (legacy). Prefer Dataverse over the legacy connector.
Checked against Microsoft Learn's Power Query connector list on 5 November 2026. Connectors change; check the list before you build.
How to get Dynamics 365 data into Power BI
In order of preference for a report that refreshes on its own.
- 1
Sales and Customer Service: Dataverse
Get data → Dataverse, enter the environment URL and pick tables such as opportunity, account and incident. Dataverse supports DirectQuery as well as import, which helps when users expect near-real-time pipeline numbers.
- 2
Business Central: its own connector
Get data → Dynamics 365 Business Central lists the API pages and web services the environment exposes. Publish the pages you need (G/L entries, customers, items) in Business Central first.
- 3
Avoid the legacy OData connector
Dynamics 365 Online (legacy) reads the old OData endpoint. Use it only for reports that already depend on it.
- 4
Respect security roles
Dataverse applies the signed-in user's security roles in DirectQuery. In import mode the data reflects the credentials used for refresh, so add row-level security in the model where needed.
Typical Dynamics 365 KPIs
Table and column names in the DAX are illustrative: rename them to match your model.
Pipeline by stage
Estimated revenue of open opportunities by sales stage.
Open Pipeline = CALCULATE ( SUM ( opportunity[estimatedvalue] ), opportunity[statecode] = 0 )Case resolution time
Average hours from case creation to resolution (Customer Service).
Avg Resolution Hrs = AVERAGEX ( FILTER ( incident, NOT ISBLANK ( incident[resolvedon] ) ), DATEDIFF ( incident[createdon], incident[resolvedon], HOUR ) )Revenue vs budget
G/L revenue against budget entries (Business Central).
Rev vs Budget % = DIVIDE ( [Revenue] - [Budget], [Budget] )Overdue receivables
Open customer ledger amount past due date.
Overdue AR = CALCULATE ( SUM ( CustLedger[RemainingAmount] ), CustLedger[DueDate] < TODAY () )First-contact resolution
Share of cases resolved without escalation or reassignment.
FCR % = DIVIDE ( CALCULATE ( COUNTROWS ( incident ), incident[escalations] = 0 ), COUNTROWS ( incident ) )Modelling notes for Dynamics 365
- Option sets (choice columns) arrive as numbers; join the label table or use the formatted-value column so slicers show words.
- Dataverse tables are wide; select columns in Power Query to keep refresh and model size down.
- Business Central and Dataverse are different systems; a combined report needs a shared customer key.
Templates for Dynamics 365 data
Free page layouts with a background, theme JSON and PBIP project. Swap the sample tables for your own queries.
Finance template
CFO OverviewPower BI CFO dashboard template with revenue, EBITDA, cash and opex KPIs, a 13-week cash view, EBITDA bridge, P&L matrix and opex mix.
Finance template
Profit & Loss StatementPower BI P&L statement template: a full-height income statement matrix with actual, budget and prior year, margin KPIs and expense drivers.
Finance template
Budget vs ActualBudget vs actual Power BI template for cost-centre owners: actual, budget, variance and burn-rate KPIs, monthly combo chart and variance ranking.
Sales template
Regional Sales PerformancePower BI regional sales dashboard template: a large sales map, four KPIs, revenue by region bars and a top-accounts table on one page.
Sales template
Sales PipelinePower BI sales pipeline dashboard template with pipeline value, win rate and cycle-time KPIs, a stage funnel, pipeline creation trend and closing deals.
Operations template
Customer SupportPower BI customer support dashboard template: CSAT gauge, response and resolution time KPIs, created vs solved trend, ticket categories and agent table.
Power BI visuals for Sales · More by department: Sales templates · Finance templates · Operations templates
Visuals for Dynamics 365 KPIs
Chart types that suit these KPIs, with data shapes and example prompts.
Visual
Funnel ChartSales pipeline: leads → MQLs → SQLs → opportunities → closed won; Marketing funnel: impressions → clicks → landing page views → sign-ups
Visual
Waterfall ChartRevenue walk: prior year → price → volume → mix → FX → current year; Budget reconciliation: budget → categorical variances → actual
Visual
Box PlotOrder-value distributions by region; Ticket-resolution-time distributions by priority
Visual
KPI CardExecutive dashboard KPI row (revenue, customers, NPS, churn); SaaS metrics card (MRR, ARR, logo growth)
Dynamics 365 and Power BI: questions
Which Dynamics 365 connector should I use?
Dataverse (or Dynamics 365 (Dataverse)) for Sales, Customer Service and other Dataverse apps; Dynamics 365 Business Central for Business Central. Avoid the legacy OData connector for new reports.
Can I use DirectQuery?
Dataverse supports DirectQuery. Check each connector's reference page for the storage modes it supports.
Related data sources
Other sources teams often combine with this one.
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Dynamics 365 is a trademark of its owner. Product names are used only to describe compatibility; VizForge is not affiliated with, endorsed by or sponsored by the owner or by Microsoft.
Design the Dynamics 365 report page first
Lay out KPI cards and visual slots in the free Design Studio, then export the background, theme JSON and a PBIP project to bind to your data.
The design studio for Power BI. Free, in your browser, no sign-up.