Power BI and Dynamics 365 in project and sales work
Yuliia Kamkova showed Frode Stenstrøm how Power BI can pull data from Dynamics 365 Project Operations and be embedded back into CRM.
In briefShow moreShow lessYuliia Kamkova demonstrated connecting Power BI Desktop directly to Dataverse via a SQL endpoint to retrieve projects, tasks, accounts and users from Project Operations.
- Yuliia Kamkova demonstrated connecting Power BI Desktop directly to Dataverse via a SQL endpoint to retrieve projects, tasks, accounts and users from Project Operations.
- She built a Gantt chart spanning all projects using a Power BI-certified custom visual, something standard Project Operations only shows per individual project.
- The report was published to the Power BI service and then embedded as a tab directly inside the Dynamics app, so users do not have to switch tools.
- Finally, using XRM Toolbox and editing the form XML, she showed how the report can be automatically filtered by the customer's account ID, so each customer only sees their own projects.
In this 2025 webinar, Yuliia Kamkova of ProsessPilotene showed Frode Stenstrøm how to pull project data from Dynamics 365 Project Operations into Power BI reports, with the goal of feeding that insight back into the CRM where project managers and salespeople already work. The starting point was that Project Operations only shows progress for one project at a time, with no view across a whole portfolio.
Kamkova pulled data from four Dataverse tables, project, project task, account and user, directly into Power BI Desktop via a SQL endpoint, and showed how the Level Up for Dynamics browser extension can reveal the logical field names needed in the queries. She then built a cross-project Gantt chart using a Power BI-certified custom visual, and explained why it pays to choose actively maintained, documented visuals over randomly downloaded code.
The report was then published to the Power BI service and added as a dashboard inside the Dynamics app via Power Apps, so it appears as a tab directly on the project page. Kamkova went on to a more advanced example where the report is automatically filtered by the customer's account ID, editing the form's XML with the XRM Toolbox tool so that each customer or contact only sees the projects that concern them.
The walkthrough gave a concrete example of how Power BI can combine data from multiple sources and deliver visualisations not available in the CRM's standard functionality, and noted that the same approach works with data from other systems, such as finance or inventory, without costly integrations.
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Foredragsholdere
- Yuliia Kamkova
CRM-Konsulent
- Frode Stenstrøm
Gründer og teknologistrateg
Som gründer og teknologistrateg i ProsessPilotene jobber jeg med å hjelpe virksomheter forstå og bruke teknologi som en strategisk kraft for bedre arbeidsprosesser, kundeopplevelser og beslutninger. Rollen kombinerer forretningsutvikling, teknologirådgivning, virksomhetsarkitektur og formidling. Jeg arbeider særlig i skjæringspunktet mellom AI, CRM, digitale plattformer, data, analyse og fremtidens arbeidsliv. En sentral del av rollen er å være brobygger mellom ledelse, fagmiljøer og teknologi. Det handler om å gjøre komplekse teknologiske muligheter forståelige, vurdere hva som faktisk skaper verdi, og bidra til at digitale løsninger blir en naturlig del av hvordan virksomheter jobber. Jeg bruker også rollen til å formidle faktabaserte perspektiver på hvordan AI og teknologi påvirker ledelse, organisasjoner, ansatte og kunder.
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