Analyzing intelli-CTi with Power BI

Summary: This article shows you how to analyze intelli-CTi with Power BI and provides a sample Power BI report as a content pack
Article Type:  How To
Related Product(s): This article relates to the following products:

  • intelli-CTi for Microsoft Dynamics 365
  • Power BI
Related Articles:

Power BI report to analyse intelli-CTi data in Dynamics 365

Power BI document information

Tables

analyzing with Power BI

Relationship detail

Power BI report setup - Relationships

Example Power BI report

Power BI Report

Connecting Power BI Report to your Dynamics 365 instance

  • Open “intelli-CTi D365 Analysis.pbix” using Power BI Desktop
  • On the main ribbon under “Edit Queries” select Data Source Settings

Power BI Report - Dynamics 365

  • Select “Change Source…”

Power BI Source

  • Change the URL to the Web API for your Dynamics 365 instance.  Note: This can be found via Settings > Customizations > Developer Resources > Service Root URL
  • Close

Power BI report setup

  • Click on the “Apply Changes” button that should have appeared. Provide credentials if prompted.

Power BI

The Power BI report will be updated with your data.

Our sample Power BI Report on analyzing intelli-CTi data is available here.

 Related Resources:
  • None
Further Information:


See the intelli-CTi Help Center User Guidelines for important considerations of use.