Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

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.

Reply
juanso14
Helper I
Helper I

Requiredattendees in dynamics 365 appointment

Hello, I am making a dashboard for a Dynamic 365 CRM. I want to know the activities that are making the users, but i want to know with who arme making the activities, could be a account or a contact. I have to find requiredattendees in the queries, but i cant find. I don`t know if i have to find in acctivity pointers or in appointments..

 

Captura.JPGCaptura2.JPG

1 ACCEPTED SOLUTION

Hello, i resolved the problem, I had to import data from activitie parties, and expand a columns in the query, then I concatenate the data of  account and contacts, os i have all the information in a column. 

 

Thanks

 

pbi.JPG

View solution in original post

2 REPLIES 2
v-caliao-msft
Employee
Employee

@juanso14,

 

Power BI uses the OData feed to create a descriptive model, with all the entities and measures needed such as Accounts, Activities, Opportunities, Product, Leads, Users and more. It's hard to view your model structure clearly, there might a relationship between activites and users, you could create a calculated column to get the activities that are making the users.

 

Reference
https://powerbi.microsoft.com/en-us/documentation/powerbi-content-pack-microsoft-dynamics-crm/
https://www.microsoft.com/en-us/dynamics/crm-customer-center/work-with-activities.aspx

 

Regards,

Charlie Liao

Hello, i resolved the problem, I had to import data from activitie parties, and expand a columns in the query, then I concatenate the data of  account and contacts, os i have all the information in a column. 

 

Thanks

 

pbi.JPG

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.