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Connect between Power BI service and Microsoft Dynamic CRM online

I'm trying to connect/import data from Microsoft Dynamic CRM online to Power BI Service, got below error message, any1 knows why or other solution that i can do it?  bascially i want to connect CRM online data into Power BI service in real time.  i can do with my Power BI desktop, but Power BI desktop won't do auto refresh or steaming. 

CRM.PNG

 

 

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Microsoft
Microsoft

Re: Connect between Power BI service and Microsoft Dynamic CRM online

Hi @ivyhai,

 

The error message indicates that your account for Microsoft Dynamic CRM has access to more than 100k records. And there is limitation for Microsoft Dynamics CRM content pack currently that if the account has access to more than 100k records the import will fail. For more details about this, you can refer to this article.

 

In this scenario, I would suggest you to connect CRM online data with Power BI Desktop, create the reports and publish it to Power BI service. Then you should be able to set schedule refresh for it. For more details about how to Configuring scheduled refresh on Power BI service, you can refer to this article.Smiley Happy

bascially i want to connect CRM online data into Power BI service in real time.  i can do with my Power BI desktop, but Power BI desktop won't do auto refresh or steaming.  

As I mentioned in one of your previous threads, if you want to create real-time dashboards in Power BI, you may need to make use of Microsoft Power BI REST API and Set up your real-time streaming dataset in Power BI. For more details, please refer to the following articles:

https://powerbi.microsoft.com/en-us/documentation/powerbi-service-real-time-streaming/

https://powerbi.microsoft.com/en-us/documentation/powerbi-developer-overview-of-power-bi-rest-api/

 

Regards

View solution in original post

1 REPLY 1
Highlighted
Microsoft
Microsoft

Re: Connect between Power BI service and Microsoft Dynamic CRM online

Hi @ivyhai,

 

The error message indicates that your account for Microsoft Dynamic CRM has access to more than 100k records. And there is limitation for Microsoft Dynamics CRM content pack currently that if the account has access to more than 100k records the import will fail. For more details about this, you can refer to this article.

 

In this scenario, I would suggest you to connect CRM online data with Power BI Desktop, create the reports and publish it to Power BI service. Then you should be able to set schedule refresh for it. For more details about how to Configuring scheduled refresh on Power BI service, you can refer to this article.Smiley Happy

bascially i want to connect CRM online data into Power BI service in real time.  i can do with my Power BI desktop, but Power BI desktop won't do auto refresh or steaming.  

As I mentioned in one of your previous threads, if you want to create real-time dashboards in Power BI, you may need to make use of Microsoft Power BI REST API and Set up your real-time streaming dataset in Power BI. For more details, please refer to the following articles:

https://powerbi.microsoft.com/en-us/documentation/powerbi-service-real-time-streaming/

https://powerbi.microsoft.com/en-us/documentation/powerbi-developer-overview-of-power-bi-rest-api/

 

Regards

View solution in original post

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