Say you’re like me. Say, like me, you love Dynamics 365. Also say you love Power BI just like me. Well then just like me, I’m sure you love the easy to deploy prebuilt solution templates (content packs) provided by Microsoft. And of course, if you’re like me, you’re lazy. Assuming you fit the bill, you might also find that eventually you want to make some changes to those content packs. Or maybe you have a few custom fields in Dynamics 365 that you want to bring into your nifty prebuilt report. Small changes are very easy to do and there are some really great articles about how to changes things like data format or adding a new measure. However, I was really struggling with finding the right walk through for adding custom fields. The information is out there in pieces which took some digging. Certainly, someone has pieced together the perfect guide but unfortunately I wasn’t able to find it. Again, understand that I’m lazy. With some help from a friend here’s what I’ve done to add custom Dynamics 365 fields to my already deployed Power BI solution template.
Step 1: Install the Data Export add in from AppSource.