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All robust platform can have a daunting data structure. With some, and in certain situations, you might not directly care about the intricacies. But if you are looking to create reports and visualization, identifying the complexities around data structure becomes quite important.
When working in Power BI, and connecting to Dynamics 365 Customer Engagement, the first step is to identify the entities and relationships that will help you to create relevant dashboards.
You could just ask a Dynamics developer to walk you through it, but that’s not always an option.
Back with older versions of Dynamics CRM, the SDK used to include these complex and large ERD diagrams. They were hard to read, and too stuffed of information. I remember spending time cleaning them up and removing non-relevant entities and relationship so I can present a small portion in documentation.
But fast forward to today. As a Power BI resource that is just starting to look at leveraging data from Dynamics 365, you can start first by looking at the entities. You can find a listing of the entities in the SDK (available for 8.2 at this time).
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