Microsoft has just released the new Process Analyzer Content Pack for Power BI for Dynamics 365 Version 8.2 and higher.
This content pack can help you monitor and analyze your business processes based on the detailed process information stored in your Dynamics 365 system. In this blog article, we’ll introduce this new content pack and show you how to get it, add a custom filter to one of its views, and embed the resulting visualization in your Dynamics 365 dashboard.
The content pack links directly to your Dynamics 365 database, creating interactive data visualizations that help provide insights into your business process flows. Track service performance with metrics like volume in processes with average duration in stage (broken down by stage), the process stage funnel, volume over stage completion date, and velocity through stages (with duration and days since completed).
In this blog post, we’ll walk you through several, increasingly customized and integrated, ways of working with this new content pack. The post is a bit long, so you can decide for yourself how deep you want to go. The stages we’ll cover are:
To use the content pack, you must add it to your Power BI account and connect it to your Dynamics 365 instance as follows:
Let’s add the default Process Analyzer dashboard as a Dynamics 365 dashboard, so you’ll be able to monitor process analytics in the context of your daily work.
Out of the box, the Process Manager Content Pack shows analytics that include all the processes that you have set up in Dynamics 365. Let’s imagine that you’re a manager that is only interested in one specific process–power BI makes it easy to create a dashboard that is personalized just for you. Here’s how:
Now that your personalized dashboard is set up in Power Bi and available for sharing, let’s add its visuals to a custom Dynamics 365 dashboard, where you’ll be able to see them more easily in the context of your daily work, and can mix them with other types of Dynamics 365 tiles.
To learn more about the topics raised in this blog post, and to find related resources, see the following:
If you’re an advanced user, and would like to open, analyze, and customize this content pack in detail using the Power BI desktop app, then you can download the Process Analyzer Content Pack here.
We’d like to credit the co-authors on this, and give contact details for Christian, who would like to interact with customers and partners who use this content pack. Here are author details:
Senior Program Manager, Microsoft
Senior Content Developer, Microsoft