On-prem Power BI report server, dynamic 365 data refresh

[pradnya-gophane]

Hi,

Using OData feed connection as - https://<Dynamic 365 IFD URL>/api/data/v8.2/quotes. Inside Power BI desktop, I can connect using organizational account and fetch the data through OData feed.

D365 version: Microsoft Dynamic 365 Version 1612 (8.2.2.112) (DB 8.2.2.112) on-premises

Organization has on-prem Power BI report server (benefits of SQL EE SA):

Power BI Report Server: Version 1.8.7485.35104 (May 2020)

I uploaded the newly created report and set up for Data refresh schedule which always throw error - Data source error: Login failed for data source

Then I looked for data sources which has connection options as below:

Type: OData

Connection string: https://<Dynamic 365 IFD URL>/api/data/v8.2/quotes

Credential options as Anonymous, Windows Authentication, Basic Authentication but not works and always fail when check test connection. I didn’t tried ‘Key Authentication’ as I am not aware ☹.

Please let me know what I am missing or is there any limitations?

[d_gosbell · Accepted solution]

This is a documented limitation here https://docs.microsoft.com/en-us/power-bi/report-server/data-sources

Dynamics 365 is not supported for scheduled refresh, it can only use cached data (ie. data that has been loaded in Power BI Desktop). If you need to do scheduled refresh of Dynamics 365 data you either need to publish your report on powerbi.com, not on Report Server or you would need to use some other tool to copy the data to a local source like a SQL Server which does support scheduled refresh.

[pradnya-gophane]

Thanks a ton. I already gone through that URL but really didn't read between the lines :(. Thank you clearing me.

[mpsrshl]

In my case I had to create a SSIS package with a OData driver to pull the data down to a database.