Access to FULL Dynamic CRM Online

[Birch]

HI,

Is there anyway that I can get an FULL access to Dynamic CRM Online - without using the content pack - I need access to custom fields.

I have tryed using the Desktop version - and here I get all the fields, but I can't (maybe just me) get it to update data automaticly.

[Greg_Deckler]

Yes, my post on this will get you there:

https://www.linkedin.com/pulse/building-ultimate-microsoft-crm-dashboard-under-hour-greg-deckler?trk...

You will need Excel or Desktop.

[Birch]

Can I get this to update the data automatlic like the App? I can't see how I can do this in the Desktop version.

[Greg_Deckler]

Yes, and I do not believe that you will need a gateway. Basically, you create your PBIX file and then upload it to Power BI Service. Once there, the Service will refresh the data set that is created when you upload your PBIX file.