Today we are excited to announce the release of the Power BI solution template for Microsoft Dynamics 365 for Project Service Automation. This template includes sets of reports designed for professional service practice managers, resource managers and account managers. 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.
Here’s a sample of the Practice Manager reports:
See the solution template page to install, interact with a sample report and watch a short video.
Like the Dynamics 365 Sales Management template, the Project Service Automation 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 and available to your Power BI reports.
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.