Dynamics CRM 2014

[Anonymous]

Hi all !

I have a question about if is possible connect Power BI with Dynamics CRM Online 2014.

I download a Dynamic XML archive, that each time to open, this automatically actualized, but when is closed, all data is deleted. When again open this archive, again data is charged adding new data.

For example, each second ours sellers created new offers, and i need that Power BI read this information and automatically actualized the panel.

Is Possible?

Thanks you !

[v-yuezhe-msft · Accepted solution]

@Anonymous,

You can use the OData feed entry in Power BI Desktop to connect to Dynamics CRM Online 2014 following the guide in this similar blog, then create report in Desktop and publish the report to Power BI Service.

In Power BI Service, you are able to set schedule refresh for your dataset, this way, once data is updated in the Dynamics source, the dataset in Power BI Service will be automatically updated based on schedule.

Regards,
Lydia