Simplify Power BI Reports With Jet Reports & Dynamics 365

January 23, 2026

If you’re looking for a better way to navigate reporting in Power BI, especially when working with Microsoft Dynamics 365 data, you’re not alone. Many businesses struggle with the complexity of Dynamics data and the steep learning curve required to build reports in Power BI from scratch.

The good news is that there are Power BI reporting tools that effectively solve this problem. By using Jet Reports, a powerful reporting tool that integrates seamlessly with Dynamics 365 and Excel, you can simplify your Power BI reporting process. Whether you’re in finance, operations, or IT, Jet Reports can help you build accurate, real-time Power BI reports and dashboards without an overreliance on technical resources.

Why Power BI Alone Isn’t Enough for Dynamics 365 Reporting

When it comes to leveraging business intelligence (BI) and reporting tools, Power BI often steals the spotlight. Known for its powerful analytics and visualization capabilities, Power BI’s free desktop version makes it especially appealing to businesses of all sizes. However, when it comes to reporting on Dynamics 365 data in Power BI, the platform often requires:

• Complex data modeling
• Deep knowledge of Dynamics’ data structures
• Heavy IT involvement
• Manually exporting data from Dynamics 365 into Excel, followed by updating and synchronizing that data

These factors combined can significantly slow down your reporting process and create bottlenecks for business users who need fast, flexible insights.

Benefits of Using Jet Reports With Power BI for Financial Reporting

Reporting on Dynamics 365 data in Power BI can create a multitude of issues, most of which Jet Reports can easily resolve through the following:

• Reduced costs by avoiding custom data modeling and external consultants.
• Real-time data access from Dynamics 365 without IT bottlenecks.
• Minimal reliance on IT for data access or transformation, empowering business users to work more independently.
• Hassle-free access to all Dynamics modules, including custom fields and vertical tables.
• Automated data refreshes for always up-to-date reports and dashboards.

By combining Jet Reports’ understanding of complex Dynamics 365 data with Power BI’s visualization capabilities, businesses can remove dependency on IT teams or external consultants and unlock the ability to generate accurate insights within Power BI in record time.

How Jet Reports Simplifies Dynamics 365 Power BI Reports

Connecting Power BI to your organization’s data sources seems simple on paper, but can be quite complex in reality. For most businesses, integrating Power BI requires significant IT assistance to establish data connections and navigate the overwhelming complexity of Dynamics data structures. Unfortunately, this process can be time-consuming and costly, creating significant bottlenecks.

Jet Reports from insightsoftware solves this problem by acting as a conduit between your Dynamics system and Power BI. Purpose-built for Microsoft Dynamics, Jet Reports understands the data structure natively and allows you to:

• Connect to live Dynamics 365 data without custom integrations
• Access all Dynamics modules, including custom fields and vertical tables
• Transform data into report-ready formats without IT help

Using Jet Reports, you can transform Dynamics data into a usable, report-ready format without assistance. This means you can leverage Jet Reports’ built-in knowledge of how Dynamics data is structured with your own Excel expertise to quickly create complex, tailored reports—even from advanced data sets.

How to Use Jet Reports for Power BI Reporting: Step-by-Step Guide

Once your custom Jet Reports are created, they seamlessly integrate with Power BI. Power BI natively recognizes the objects and structures within Microsoft Excel, enabling you to directly connect Jet Reports outputs, such as tables, charts, or pivot tables, to Power BI Dashboards. There’s no need for repeated data modeling or manual reconfiguration.

This streamlined workflow ensures that your entire reporting process remains flexible, dynamic, and free of repeated manual intervention. With Jet Reports and Power BI, you maintain control of your data every step of the way, while avoiding the technical complexities that often plague traditional approaches.

Step 1: Connect Excel Reports to Power BI

Power BI natively recognizes Excel files, ensuring that you never have to question how to connect Excel to Power BI. Simply connect your Jet Reports workbook to Power BI to start building dashboards and visualizations.

Step 2: Build Reports in Excel With Jet Reports

Use the Jet Reports Excel add-in to create custom reports from your Dynamics 365 data. This gives you the flexibility of Excel with the power of Jet’s Dynamics integration.

Step 3: Save Reports to OneDrive or SharePoint

Store your Excel-based Jet Reports in a shared location like OneDrive or SharePoint. Changes made in these shared environments cascade seamlessly with Power BI, ensuring easy access and version control.

Step 4: Automate Data Refreshes

Jet Reports supports both scheduled and on-demand data refreshes. When your Excel report updates, your Power BI dashboards update automatically—no manual syncing required. This automation doesn’t just save time; it also ensures decision-makers across all levels of the business can access the most current, accurate information for their strategies.

A Winning Partnership for Comprehensive Reporting

By combining Jet Reports and Power BI, businesses can unlock unparalleled reporting, analysis, and visualization strengths. Here’s how the two platforms work together:

• Jet Reports handles the heavy lifting of data transformation, offering simplified access to Dynamics data and enabling self-service reporting without IT support. It gives you streamlined access to real-time, analysis-ready data.
• Power BI, with its robust visualization capabilities, takes your data further. It allows you to uncover patterns, create stunning dashboards, and deliver actionable insights to stakeholders.

This partnership is a game-changer for businesses relying on Dynamics but looking to maximize the value of their data.

Jet Reports Use Cases for Power BI and Dynamics 365

For fast, reliable reporting on Dynamics 365 data, Jet Reports is a leading choice. Still unconvinced? Here are a few ways organizations have incorporated Jet Reports into their Power BI reporting process:

• Financial reporting: Build monthly balance sheets, cash flows, and variance reports in Excel that can be used to create executive-ready Power BI dashboards that refresh automatically
• Sales and customer insights: Use pipeline, booking, and customer activity reports from Dynamics modules to highlight valuable KPIs trends within Power BI.
• Compare budgets and actuals to inform forecasting: Combine both Dynamics 365 actuals and Excel budget/forecasts to visualize Power BI performance trends and scenario planning.
• Operational reporting: Transform Dynamics data into analyzable tables in Power BI, allowing teams to effectively monitor inventory levels, purchase history, production metrics, and fulfillment performance over time.

Jet Reports effectively works as a bridge between Dynamics 365 and Power BI, allowing teams to transition more smoothly between raw data and their corresponding dashboards, with fewer unnecessary steps.

Better Together: Power BI and Jet Reports

Combining Power BI with Jet Reports equips your business with the tools you need to simplify data access, create custom reports, and drive insights into your business processes. Are you curious about how the powerful combination of Jet Reports and Power BI works in practice? Watch this video to see for yourself how Jet Reports and Power BI work better together.

Frequently Asked Questions

What is Jet Reports, and how does it work with Power BI?

Jet Reports is a reporting tool designed for Microsoft Dynamics 365 that allows users to create real-time reports in Excel. These reports can be easily connected to Power BI for advanced visualizations without complex data modeling or IT support.

Can I use Jet Reports and Power BI together without technical expertise?

Yes. Jet Reports is built for business users. It simplifies data access and transformation, allowing you to create and update reports in Excel that Power BI can use—no coding or deep technical knowledge required.

Why use Jet Reports instead of connecting Power BI directly to Dynamics 365?

Direct connections to Dynamics 365 often require complex data modeling and IT involvement. Jet Reports simplifies this by providing a user-friendly interface that understands Dynamics data natively, reducing costs and speeding up report creation.

How do I connect Jet Reports to Power BI?

After building your report in Excel using Jet Reports, save it to OneDrive or SharePoint. Then, connect the Excel file to Power BI, which will recognize the data and allow you to build dashboards and visualizations.

Does Jet Reports support real-time data updates in Power BI?

Yes. Jet Reports supports both scheduled and on-demand data refreshes. When your Excel report updates, your connected Power BI dashboards update automatically, ensuring real-time insights.

Can I build Power BI dashboards directly from Jet Reports tables, pivots, or charts?

Yes, you can build Power BI dashboards directly from Jet Reports outputs originated in Excel. First, use Jet Reports to produce structured Excel tables, then connect Power BI to your workbook. From there, you can create your Power BI model, as well as visuals from the table.

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