In this video, learn how to view the report behind a chart in a Dynamics 365 Power BI dashboard by clicking on visualization, or clicking the Open in Power BI command on the toolbar at the top of the dashboard.
- [Instructor] Now, let's look at a chart … from a dashboard created in Power BI. … It's going to behave a little differently. … I'm going to go to the Dynamics 365 Sales Manager dashboard. … Again, we need to wait a little longer … for it to load because we're firing … up Power BI to fire up Dynamics. … But here is our dashboard, and it's composed … of many different tiles that illustrate information. … Now, where these tiles originally came … from in Power BI was a report, so if I want … to know more for example about the win count … or the average deal size or something else, … notice that I have something I can click … on because the pointer changes shape. … So let's go to Win Count this year … and click on that number 42 item, … and what's going to open is not another chart, … I wasn't asked to provide information … about what I wanted to look at, … I'm being taken to this tile in Power BI. … And if I want to see the report … that sits behind this, one of my choices … is to open the Power BI report so that we can view it. …
Author
Released
4/26/2019- Sales records types and business processes
- Navigating in Dynamics 365
- Creating records
- Creating, completing, canceling, and deleting activities
- Qualifying leads
- Assigning and sharing leads
- Viewing and creating opportunities
- Creating a quote
- Completing the closing stage
Skill Level Beginner
Duration
Views
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Introduction
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1. Dynamics 365 Data and Processes
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Dynamics 365: The basics4m 8s
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Records: The basics2m 55s
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Dynamics 365 user interface5m 12s
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2. Get Started
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Log into Dynamics 3652m 20s
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Create a new record4m 42s
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3. My Work: Dashboards and Activities
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Dashboards: The basics2m 40s
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Follow and pin records2m 20s
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Create an activity4m 30s
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Create and edit appointments3m 13s
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4. Qualify a Lead
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Create a lead4m 10s
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Edit a lead49s
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Assign and share leads3m 9s
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Qualify a lead5m 38s
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Disqualify a lead3m 35s
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5. Work on an Opportunity
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Develop an opportunity5m 17s
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Work on the proposal2m 45s
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Create a quote2m 39s
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Complete the closing stage2m 23s
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Conclusion
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Next steps2m 6s
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Video: Drill down in a Power BI dashboard