Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
We have a new data source that we want to add to a report
Dynamics CRM
Does anyone have any ideas of the best way to add this as a data source in power BI
It doesnt look like CRM is an option and there are no dynamics options in the dataflows within service
If anyone has any information on the best way of doing this?
Solved! Go to Solution.
Hi, @DebbieE
According to my research, you can follow this trail to connect Power BI to Microsoft Dynamics CRM Online:
https://us.hso.com/blog/how-to-connect-power-bi-to-microsoft-dynamics-crm-online/
What’s more, if you want to use the Dataverse connector in the Power BI desktop, you don’t need a license, but it seems you need the dataverse environment with maker permissions to access the portal and read permissions to access data within tables, you can refer to the prerequisites:
Best Regards,
Community Support Team _Robert Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi, @DebbieE
According to my research, you can follow this trail to connect Power BI to Microsoft Dynamics CRM Online:
https://us.hso.com/blog/how-to-connect-power-bi-to-microsoft-dynamics-crm-online/
What’s more, if you want to use the Dataverse connector in the Power BI desktop, you don’t need a license, but it seems you need the dataverse environment with maker permissions to access the portal and read permissions to access data within tables, you can refer to the prerequisites:
Best Regards,
Community Support Team _Robert Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
You should be able to use the Dataverse connector, but also see this post about how to do it with Web.Contents (in case the Dataverse connector doesn't "fold", this way will let you query just specific columns, filters, etc. to return less data and be faster).
How to retrieve OData v4 fast in Power BI - Microsoft Dynamics CRM Community
Pat
To learn more about Power BI, follow me on Twitter or subscribe on YouTube.
Is this Premium or will it work for Pro do you think?
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.
User | Count |
---|---|
111 | |
97 | |
80 | |
69 | |
59 |
User | Count |
---|---|
150 | |
119 | |
104 | |
87 | |
67 |