How it works...

In the first two steps, we launched Power BI and signed in using our Dynamics 365 account to establish a link to the platform which ensures that the published reports are hosted correctly and accessible by Dynamics 365.

In step 3 to step 8, we defined our data source and the entity/data we will be using. We entered our Dynamics 365 organization URL. Yours might look slightly different. If in doubt, you will get the correct value under Settings | Customizations | Developer Resources | Instance Web API. We then selected the correct entity, the correct columns, and the filtering criteria to report on in step 5, step 6, and step 7 respectively.

In step 9, we built our pie chart by dragging and dropping the address1_city attribute into the correct chart sections (details and values). We kept the legend empty for simplicity and then published to Power BI in step 10.

In Power BI, online, we ensured that the chart is positioned on a newly created easy-to-find dashboard in step 12 and step 13.

Finally, in step 14 to step 17, we created a Dynamics 365 dashboard that hosts the Power BI chart. Given that we are using the same account in Power BI Desktop, Power BI online, and Dynamics 365, our chart will seamlessly appear as we move from one platform to another.

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