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Substance1001
Frequent Visitor

Direct Query on Dynamic 365

I need to know how to get auto refresh, when i get data from Dynamic 365 Business Central

1 ACCEPTED SOLUTION
v-juanli-msft
Community Support
Community Support

Hi @Substance1001 

Connect to Dynamic 365 in this way,

As it is an online data source, it can be refreshed without a gateway.

You need to publish it to Power BI Service, then go to dataset setting->find the "data source credential", enter the correct credential, so power bi service can connect to the data source directly.

Then configure for "schedule refresh" which can make the report refreshes from data sources  autonamically and schedully.

 

Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-juanli-msft
Community Support
Community Support

Hi @Substance1001 

Connect to Dynamic 365 in this way,

As it is an online data source, it can be refreshed without a gateway.

You need to publish it to Power BI Service, then go to dataset setting->find the "data source credential", enter the correct credential, so power bi service can connect to the data source directly.

Then configure for "schedule refresh" which can make the report refreshes from data sources  autonamically and schedully.

 

Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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