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
dominik_ioz
Regular Visitor

Building relations between Acccount & Opportunities using Dynamics CRM Online

Hi everyone,

I am using PowerBI Desktop to connect to my Dynamics CRM Online data. So far so good. When importing tables I do not find keys which would allow to connect my AccountSet and OpportunitySet tables. The relationship between an opportunity and an account is an n:1 by default. So I am facing the problem that I do not find the foreign key to connect those table in PowerBI.

Anyone an idea how I could connect the tables?

Thank you!

Dom

3 REPLIES 3
Rémi
Resolver III
Resolver III

Hi,

 

You have the customer of your opportunity into the column CustomerId.

 

Hi, thanks for your reply. Somekind like that was also my expectation, now I see a more precise issue, thanks!
Unfortunately I don't get this colum using the the CRM connector in PowerBI. 

The available data preview shows more columns, but the load procedure seems to skip it. How can I force PowerBI to get me all columns? 

Hi

 

Power BI get all the data directly.

Are you sure to not find the column? This column is a Record column, it means that you have to develop it for getting the value.

At the end of the table, you have a list of columns with value Record or Table ?

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.

Top Solution Authors
Top Kudoed Authors