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Using the on-premise gateway with Dynamics CRM and on-prem SQL server

I'm trying to use the on-premise gateway for a model that has an on-premise SQL server and Dynamics 365 (online) data sources.

 

I have successfully installed both the personal and on-premise gateway, but I cannot switch between the two; the option to switch to "use a data gateway" is greyed out.  

 

I have added the SQL Server as a data source without issue. When I try to add Dynamics 365 (online) though I have to use a Web data source type as the OData data source type doesn't work - OAuth2 ins't an option, the credentials don't work if I use Basic and the URL isn't recognised if I use Windows. I'm not sure how important this is...

 

 

Can anyone see where I'm going wrong?

 

Thanks! 

 

3 REPLIES 3
Super User IV
Super User IV

Re: Using the on-premise gateway with Dynamics CRM and on-prem SQL server

In theory this should work, I have built a bunch of models that mix on-prem and cloud data sources. Not sure of what you are seeing specifically though. Unless I am totally losing it, but I'm pretty certain that I have built CRM Online dashboards that mash-up on-premises data but I will have to go back and check. I do know that I was having some issues with refreshing my CRM Online dashboard due to OAuth2 issues, that's in another thread somewhere.


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ranjithpv New Member
New Member

Re: Using the on-premise gateway with Dynamics CRM and on-prem SQL server

Hi,

I have the same issue. My PBI Desktop dataset uses 2 on premises SQL server databases and one Online Dynamic365 CRM.

Is there any method to get it refreshed using a data gateway schedules to the published powerbi online datasets.

 

Thanks & Regards

Ranjith.PV (ranjith.pv@topazworld.com)

posterme Frequent Visitor
Frequent Visitor

Re: Using the on-premise gateway with Dynamics CRM and on-prem SQL server

Identically issue here - On-Prem SQL and CRM (Dynamics) in PBI Desktop - How configure the gateway correctly, that I can use it for the dataset online? 🙂

 

Thanks,

Philip

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