Forum Discussion

ells's avatar
ells
Icon for Helper II rankHelper II
11 years ago

CRM Content pack

Currently trying to connect to CRM online. The closest I can get is through PowerBI.com. I have gone through get services and used the Dynamics CRM Content pack. I have then put in the url and used O...
Greg_Deckler's avatar
Greg_Deckler
Icon for Community Champion rankCommunity Champion
11 years ago

The CRM content pack worked like a champ for me and also all of the other methods to connect to the OData feed from CRM Online. Seems like a case of either it is going to work or not. I didn't do anything special, just entered the credentials I normally use to logon to CRM Online directly. Obviously, try that directly against CRM Online and make sure you can logon and see things. I do have pretty much "god" access to the CRM Online environment so perhaps it is a specific role setting. Give yourself every role and see if that fixes it.

 

This article might help as well but probably only once you can connect to the OData feed:

 

Whoops, posted the wrong link originally:

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

 

 

 

 

ells's avatar
ells
Icon for Helper II rankHelper II
11 years ago

Thanks guys. The content pack is still failing. I can now connect through Power Query and POwer BI Desktop designer. Would like to get the content pack up and running. Will double check permissions as I can not see some data when connected through Power BI Desktop designer even though I can see the tables.

 

Cheers

Mark

  • foomanschu13's avatar
    foomanschu13
    Icon for Advocate I rankAdvocate I
    11 years ago

    I can get the content pack to load fine in the Power BI app but I'd love to see it in the Desktop or Power Query so I could add fields.  It's great for some out of the box but there's no customizations (unless I'm missing something)