Today we are pleased to announce the release of the Power BI solution template for Microsoft Dynamics 365 for Field Service. This template includes a set of reports designed for field service professionals. The solution template offers a very fast guided experience to create compelling reports on an extensible, scalable, and secure architecture and can be customized as needed. This means that instead of spending your time on plumbing, you can instead spend it on extending and customizing the solution template to meet your organization’s needs.
You can learn more (or even install) from AppSource here: https://appsource.microsoft.com/en-us/product/web-apps/microsoft-powerbi.pbisolntemplate_d365fldsrv.
Here’s a small sample of the Field Service reports available in the latest solution template with information about open and completed work orders:
See the solution template page on Microsoft AppSource to install, interact with a sample report and watch a short video.
Like the Dynamics 365 Project Service Automation solution template, the Field Service template uses the Dynamics 365 Data Export Service to replicate data from the Dynamics 365 instance to a Microsoft Azure SQL Database store in a customer-owned Microsoft Azure subscription. The Data Export Service is a free add-on and the template can be provisioned by a Dynamics 365 administrator in just a few minutes. Once you’re done, all changes in your Dynamics 365 records are automatically updated in the Azure SQL database in real-time and available to your Power BI reports. Azure Analysis Services, an optional feature, can be included for especially challenging workloads.
Give it a try and please let us know what you think. You can reach the team by e-mailing us at PBISolnTemplates@microsoft.com or leaving a comment on the Power BI Community page for solution templates.