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Announcing the Sales Management Solution Template for Dynamics 365 with Data Export

Back in May, we announced the sales management solution template that simplified and accelerated building powerful and compelling Power BI solutions on Dynamics CRM (now Dynamics 365). The sales management solution template offered a very fast guided experience to create compelling reports on an extensible, scalable, and secure architecture that could be customized however one needed. This meant that instead of spending one’s time on plumbing, one could instead spend it on extending and customizing the solution template to meet your organization’s needs. Today, I’m pleased to announce the integration of Dynamics CRM Data Export with the sales management solution template for Dynamics 365.

Data Export is a free add-on service made available as a Microsoft Dynamics 365 solution that adds the ability to replicate Dynamics 365 online data to a Microsoft Azure SQL Database store in a customer-owned Microsoft Azure subscription.


There’s no more scheduling – your data is automatically replicated from Dynamics 365 as soon as it changes.

With this new capability, customers can use the sales management solution template create an enterprise-ready Power BI analytics solution on data that is replicated to their Azure SQL database in a fast, robust, and scalable manner.

Provisioning the solution template is just as simple as before, but now it’s much, much faster with Data Export. You don’t need to do anything new – if you’re a Dynamics 365 administrator, just run through a couple of pages to let us know about your instance and we do everything. Once you’re done, all changes in your Dynamics 365 records are automatically updated in the Azure SQL database and available to your Power BI reports. You can learn more as well as install from here.

And while we were at it, we rejuvenated the Power BI reports to give them a clean new look – here’s what the new first page looks like:


I hope you can check it out – we’re very happy with the changes and hope you are as well.