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barbforsman Member
Member

Hyperlink from PBI Report to Dynamics 365 record

I am trying to provide a URL link from a Power BI Report directly to a record in Dynamics 365.  I'm working from CRM Tip of the Day #782 and have created this hyperlink:

Order Link = "https://myorgname.crm.dynamics.com/CRMReports/viewer/drillopen.aspx?ID={” & salesorder[salesorderid] & “}&LogicalName=salesorder"

I set the Data Category to Web URL, but when I click on the link I get 

"Error

An error has occurred.

Try this action again.  If the problem continues, check the Microsoft Dynamics 365 Community for solutions......"

 

What have I done wrong in my hyperlink?

Thanks in advance!

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Hyperlink from PBI Report to Dynamics 365 record

Hi @barbforsman,

 

Could you have access to the Dynamice 365 Web page with this Hyperlink in Browser directly? You could try it.

 

In addition, you could have a reference of this article Drill into CRM records from Power BI


Try this action again.  If the problem continues, check the Microsoft Dynamics 365 Community for solutions......"


 

You 'd better get the support from Microsoft Dynamics 365 Community.

 

Best regards,

Cherry

Community Support Team _ Cherry Gao
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
Community Support Team
Community Support Team

Re: Hyperlink from PBI Report to Dynamics 365 record

Hi @barbforsman,

 

Could you have access to the Dynamice 365 Web page with this Hyperlink in Browser directly? You could try it.

 

In addition, you could have a reference of this article Drill into CRM records from Power BI


Try this action again.  If the problem continues, check the Microsoft Dynamics 365 Community for solutions......"


 

You 'd better get the support from Microsoft Dynamics 365 Community.

 

Best regards,

Cherry

Community Support Team _ Cherry Gao
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

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