Forum Discussion
Post PatronCannot be added to gateway - MS dynamics CRM using dataverse
Hi All,
Have intersting task to embed power bi report into MS Dynamics CRM using direct query. We have Cloud CRM and in case OData connection there is no direct query option.
I used dataverse and there company.api.crm4.dynamics.com as source via direct query. It works ok in desktop and in service. Another source is on-premis SQL Server via direct query, which also works ok in desktop and service.
When I create perort based on these 2 sources it works well in desktop, but I fails in service. It just cannot map dataverse source and I didn't find which datasource type I can use for it.
How I can map 2nd source in data gateway?
Hi. Here is the thing. By default once you configure a Gateway the engine in service asumes you will use it for all sources. Dataverse might be a cloud source that won't need a gateway.
The solution might be enabling this check in the Manage gateway option to allow hybrid sources.
Once you check that go to schedule refresh and edit credentials under "Data Source Credentials". That will handle the hybrid sources.
Just for my curiosity. Why are you using direct query? the engine is faster with import and the user usually over react asking for "realtime" when they only check data twice a day (you can configure 8 refreshes a day)
I hope that helps,
5 Replies
- ibarrau
Super User
Hi. Here is the thing. By default once you configure a Gateway the engine in service asumes you will use it for all sources. Dataverse might be a cloud source that won't need a gateway.
The solution might be enabling this check in the Manage gateway option to allow hybrid sources.
Once you check that go to schedule refresh and edit credentials under "Data Source Credentials". That will handle the hybrid sources.
Just for my curiosity. Why are you using direct query? the engine is faster with import and the user usually over react asking for "realtime" when they only check data twice a day (you can configure 8 refreshes a day)
I hope that helps,
bsasHi ibarrau ,
I did what you suggested, I signed in CDS successfully but after signing received new sort of "error".
Regarding refresh time, my report will be embeddedinto CRM as dasboard for sales persons for better visualisation of their tasks and when person complete some task of change status it should update in min not hours. Also to extend analytics possibilities in CRM- ibarrau
That's not an error. It's a warning that says that you have skipped the connection test when you added the credentials. Be sure to "Edit" again and check the connectivity test.
Let me ask you something. Have you imported the data from dataverse? do you have a composite hybrid model (I mean sources direct query and sources imported). Because if you have that, you need schedule refresh for dataverse.
Regards,