How to Get Started With Power BI Reports and Dynamics 365 Marketing

Published April 8 2021

This blog will show you step-by-step how to get started with Power BI reports and Dynamics 365 Marketing. 

Dynamics 365 Marketing Power BI Analytic Reporting Setup

Azure Portal

1. Login in to Azure Portal https://portal.azure.com/
2. Create a new resource group. ( you can skip this step if you already have a resource group you’d like to use)
       2.1 Within azure portal click on the top left hamburger menu and hover over Resource groups and click create from the pop up.

How to Get Started With Power BI Reports and Dynamics 365 Marketing - resource groups

2.2 Give the Resource group a unique name & click create

How to Get Started With Power BI Reports and Dynamics 365 Marketing - resource groups details

2.3 From the Resource groups page go into your newly created resource group by clicking on the name.

How to Get Started With Power BI Reports and Dynamics 365 Marketing - microsoft azure - resrouce groups page

3. Create a storage Account.
3.1 Once inside the newly created Resource group click the Add button on the top left.

How to Get Started With Power BI Reports and Dynamics 365 Marketing - resource group - saving

3.2 We will need to create a storage account that will store the report data. From the categories on the left select “Storage”, and then select “Storage account - blob, file, table, queue”

How to Get Started With Power BI Reports and Dynamics 365 Marketing - resource groups - power bi marketing POC

 

 

 

3.3 In the Create storage account screen make sure the resource group points to the newly created group. Give your storage account a unique and leave all other options with default settings and click create.

 

How to Get Started With Power BI Reports and Dynamics 365 Marketing - create storage account

 

 

3.4 Once the account is created, click Go to resource

 

How to Get Started With Power BI Reports and Dynamics 365 Marketing - account created

 

4. Create a Container.

4.1 From within the newly created storage account click the container icon

 

How to Get Started With Power BI Reports and Dynamics 365 Marketing - container icon

 

 

4.2 From the containers view click on the add Container button, and create a new container

 

How to Get Started With Power BI Reports and Dynamics 365 Marketing - container

How to Get Started With Power BI Reports and Dynamics 365 Marketing - new container

5. Create a Shared Access Signature.

5.1 From the newly created storage account go to the Containers page click on “Storage Explorer (preview)”

 

How to Get Started With Power BI Reports and Dynamics 365 Marketing - Storage Explorer (preview)

 

5.2 From the Storage Explorer (preview) view expand Blob Container and right click on the newly created container and select Get Shared Access Signature. Choose date range you wish to have access available and for permission choose Read, Write, and Delete & List. Click Create

 

How to Get Started With Power BI Reports and Dynamics 365 Marketing - Get Shared Access Signature

 

5.3 Copy and keep the URI & Query String created, and keep in a safe place. URI:https://marketingpocstoage.blob.core.windows.net/crm-data-container?sp=rwdl&st=2020-05-07T17:48:14Z&se=2021-05-07T04:11:00Z&sv=2019-10-10&sr=c&sig=sC5IeyqNrgsEo1Hl6nWg1%2FQIxptQgXJSU%2FqQKFY%2F7Mw%3D  


Query String:?sp=rwdl&st=2020-05-07T17:48:14Z&se=2021-05-07T04:11:00Z&sv=2019-10-10&sr=c&sig=sC5IeyqNrgsEo1Hl6nWg1%2FQIxptQgXJSU%2FqQKFY%2F7Mw%3D

 

How to Get Started With Power BI Reports and Dynamics 365 Marketing - shared access signature

 

6. Get Storage Account Access Key.

6.1 This will be needed later by Power BI to connect to Storage account

 

How to Get Started With Power BI Reports and Dynamics 365 Marketing - get storage access key

 

 

Dynamics Marketing 365

7. Add Marketing analytics configuration in 365.

7.1 Sign into Dynamics 365 Marketing and go to Settings > Advanced settings > Marketing settings > Marketing analytics configuration.

 

How to Get Started With Power BI Reports and Dynamics 365 Marketing - Marketing analytics configuration

 

7.2 Fill in Name and for Export to blob storage URL: Paste the URL you copied from previous step.


How to Get Started With Power BI Reports and Dynamics 365 Marketing - export to blob storage url

 

How to Get Started With Power BI Reports and Dynamics 365 Marketing - export to blob storage url

After a short time, Dynamics 365 Marketing will begin to export interaction data as individual files to your blob storage container, where you'll be able to pick it up using Power BI. You'll also be able to see these files and an associated JSON file in the Azure Storage Explorer.


7.3 To confirm this has all worked go back to the Storage Explorer (preview) in azure and refresh the page. You should now see content inside the container

 

How to Get Started With Power BI Reports and Dynamics 365 Marketing - see content inside the container

 

 

Power BI


8. Download Microsoft Marketing Templates
8.1 https://docs.microsoft.com/en-us/dynamics365/marketing/marketing-analytics/analytics-gallery-start

9. Sample run through
9.1 Using Generic template (framework and tools) template open in Power BI.

9.2 Fill in form with newly created Storage account and container name, and click Load.

 

How to Get Started With Power BI Reports and Dynamics 365 Marketing - power bi template

How to Get Started With Power BI Reports and Dynamics 365 Marketing - apply query changes

 

9.3 If prompted for Account Key, enter the Access Key copied earlier from the Storage Account.

 

How to Get Started With Power BI Reports and Dynamics 365 Marketing - azure blob storage

9.4 Report is ready 

 

How to Get Started With Power BI Reports and Dynamics 365 Marketing - BI report created

 

Here at Alithya, we have deep expertise in Marketing Automation. Contact us today to learn more about how we can help you attract, engage and retain customers with Microsoft Dynamics 365 Marketing.

contact us - alithya - microsoft practice - microsoft partner