Dynamics 365 Customer Insights

Power BI is a powerful business analytics tool used by organizations worldwide to transform data into actionable insights. One of the key features of Power BI is its ability to connect to a wide range of data sources, including Dynamics 365 Customer Insights. Dynamics 365 Customer Insights is a customer data platform that helps organizations unify and analyze customer data from various sources. In this article, we will explore how to use Power Query M Language code to connect to the Dynamics 365 Customer Insights data source from inside Power BI.

What is Power Query?

Power Query is a data connection technology that allows users to connect, combine, and transform data from various sources. It is part of the Power BI suite of tools and is available in Excel, Power BI, and other Microsoft products. Power Query uses a formula language called M, which is used to create custom data transformations. With Power Query, you can easily connect to a variety of data sources, clean and transform the data, and load it into Power BI for analysis.

Connecting to Dynamics 365 Customer Insights Data Source

To connect to the Dynamics 365 Customer Insights data source from inside Power BI, you will need to use Power Query and the M Language code. Here are the steps to follow:

1. Open Power BI and click on “Get Data” from the Home tab.

2. Select “Dynamics 365 Customer Insights” from the list of available data sources.

3. Enter the URL for your Dynamics 365 Customer Insights instance and click on “OK”.

4. You will be prompted to sign in to your Dynamics 365 Customer Insights account. Enter your credentials and click on “Connect”.

5. Once you have successfully connected to the Dynamics 365 Customer Insights data source, you can start to explore the available data.

Using the Power Query M Language Code

Although Power BI provides a user-friendly interface for connecting to data sources, sometimes you may need to use the M Language code to achieve more complex data transformations. Here are some examples of how to use the M Language code to connect to the Dynamics 365 Customer Insights data source:

Example 1: Connecting to a Specific Entity

To connect to a specific entity in Dynamics 365 Customer Insights, you can use the following M Language code:

---

let

Source = Dynamics365.CustomerInsights(“https://.cusotmerinsights.azure.com”),

= Source{[Schema=”“,Item=”“]}[Data]

in

---

Replace ``, ``, and `` with the appropriate values for your Dynamics 365 Customer Insights instance.

Example 2: Filtering Data

To filter data in Dynamics 365 Customer Insights, you can use the following M Language code:

---

let

Source = Dynamics365.CustomerInsights(“https://.cusotmerinsights.azure.com”),

= Source{[Schema=”“,Item=”“]}[Data],

#”Filtered Rows” = Table.SelectRows(, each [Column1] = )

in

#”Filtered Rows”

---

Replace ``, ``, ``, ``, and `` with the appropriate values for your Dynamics 365 Customer Insights instance.

Example 3: Combining Data

To combine data from multiple entities in Dynamics 365 Customer Insights, you can use the following M Language code:

---

let

Source = Dynamics365.CustomerInsights(“https://.cusotmerinsights.azure.com”),

= Source{[Schema=”“,Item=”“]}[Data],

= Source{[Schema=”“,Item=”“]}[Data],

#”Combined Data” = Table.NestedJoin(,{““},,{““}, ““, JoinKind.LeftOuter),

in

#”Combined Data”

---

Replace ``, ``, ``, ``, ``, ``, and `` with the appropriate values for your Dynamics 365 Customer Insights instance.

Conclusion

Using the Power Query M Language code, you can easily connect to the Dynamics 365 Customer Insights data source from inside Power BI. With the ability to connect to a wide range of data sources and the flexibility of the M Language code, Power BI is a powerful tool for unlocking insights from your data.

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