XRMToolbox – The PowerBI Option-Set Assistant and CRM?

[Jolyon]

Hello everyone,

I wonder, if someone has used already PowerBI Option-Set Assistant along with CRM?

are there some difficulties if I use Direct Query connection? or any other peculiarities I should consider using this  Option-Set Assistant?

Thanks!

[v-qiuyu-msft]

Hi @Jolyon,

Frankly, I havn't used this tool before. Based on my research, PowerBI Option-Set Assistant tool reads option-sets, status and status reason fields and creates records which represent each value so we can include this entity in our PowerBI queries and simply reference it. For more information, you can take a look at those two links:

XRMToolbox – The PowerBI Option-Set Assistant

Map Dynamics CRM Option Set Values into Labels in Power BI

Best Regards,
Qiuyun Yu

[rustice]

Does anyone know how to install it? I tried importing as a Solution into CRM but it errors out stating there is no XML file in the ZIP.

[Thomas]

Hi,

A little late maybe, but this is not a solution. It is part of the XrmToolBox.

http://www.xrmtoolbox.com/download.html.

Thomas