I have followed the instruction on how to connect to Microsoft Dynamics CRM Online but Power BI never pulls in the data. I get past all of the screens including authentication. It then takes me to the dashboard and says Loading - this may take awhile. It then never grabs the data. Any suggestions on how to get this to work?
You say "Dashboard" - so I'm assuming you are trying to connect via the PBI site and the Content Pack for CRM.
I don't mean to ruin your day, but it would appear that depending on how the CRM environment is set up, or how much data there is, this problem seems to be had by quite a few people (including myself). I am not aware of any Microsoft provided solutions or avenues they have presented to pursue.
I don't know of any work arounds to get the connection to work on the site, but I have has some success connecting and pulling in limited sections of data via PBI Desktop.
I was able to use the CRM Online content pack successfully and didn't run into any issues, but we don't have a massive amount of information in CRM and I have as much access as you can have to the environment. You could try checking all of the roles for your login in CRM and see if it is some kind of permissions thing. If it is the size of the data, I also have not seen any resolution to that. I agree, I have noted a number of posts like yours on these forums.
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I'm facing a similar problem with power BI with one table, which has more than 800.000 records in Microsoft CRM on-line. I can run a refresh in Power bI Desktop, but I cant schedule the update on the portal. I presume this has something to do we amount of data it tries to pull from CRM.
Did you get any workaround from Microsoft, or have you found a workaround other than "Ooh too much data". The best option would be to able to put a filter in the odata selection, I dont think this is possible.