1. Overview

This Power BI template app provides forecast vs. actual revenue analysis, opportunity win ratios, overdue opportunities by staff, and projected revenue generation per staff member using your own Dynamics 365 Sales (Dataverse) data.

2. Before You Begin

– Ensure you have a Power BI Pro license.

– You must have access to your organization’s Dataverse environment (e.g., contoso.crm.dynamics.com).

– Identify your environment’s Dataverse domain.

3. Installing the Template App

1. Install the app from Microsoft AppSource.

2. When prompted for ‘DataverseDomain’, enter your actual Dataverse domain (e.g., contoso.crm.dynamics.com).

3. Power BI will request permissions to connect to your environment—grant consent.

4. Wait for the dataset to refresh with your own data.

4. Troubleshooting

– If you receive a ‘key didn’t match any rows’ error, verify the domain and ensure your account has permission to access the data.

– Refresh the dataset manually if needed via Power BI Service.

– Contact your Power BI admin if you do not see expected data.

5. Support

For questions or support, contact support@molaprise.com

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