Connect Power BI desktop to Microsoft dynamic CRM version 2013

[Benarfa]

HI team, 

Can yu please assist, I am trying to connect the Power BI to Microsoft dynamic crm version 2013. in order to bluid the reporting using Dynamics Data.

could any one advise please ? 

Cheers, 

Soaud 

[selimovd · Accepted solution]

Hey @Benarfa ,

with Dynamics CRM 2013 you should be able to connect with the OData Feed.

Check out the following articles, here it's described in Power Query within Excel, but it should work the same way in Power BI:

U2U Blog | Dynamics CRM 2013 and Power BI for Office 365 - Part 1

If you need any help please let me know.

If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍

Best regards

Denis

Blog: WhatTheFact.bi

[v-deddai1-msft · Accepted solution]

Hi @Benarfa ,

There is build-in connector for Dynamics 365 Online and you can use  standard OData Feed connector to connect to your Dynamics 365 (on-premises) system. Please refer to the offical document:https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/dn708...

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Best Regards,

Dedmon Dai

[Benarfa]

Thnak you for your help 🙂

[tex628]

Hi @Benarfa , 

I'm not too familiar with Dynamics CRM 365 but I'd say the information is most likely located in a SQL Server which means that you will need Server, Database as well as login credentials. Furthermore you will have to setup a gateway for the refresh. 

My recommendation is for you to try and contract whoever set up the CRM system in the first place. 

Br,
J

[selimovd · Accepted solution]

Hey @Benarfa ,

with Dynamics CRM 2013 you should be able to connect with the OData Feed.

Check out the following articles, here it's described in Power Query within Excel, but it should work the same way in Power BI:

U2U Blog | Dynamics CRM 2013 and Power BI for Office 365 - Part 1

If you need any help please let me know.

If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍

Best regards

Denis

Blog: WhatTheFact.bi

[Benarfa]

This worked, Thank you for your help 

[selimovd]

Hey @Benarfa ,

that's great news! I'm happy it works now.

Can you mark my post as solution? This will help the next user to find the solution easily without reading the whole topic.

Thank you and best regards

Denis