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bsas's avatar
bsas
Icon for Post Patron rankPost Patron
5 years ago
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Cannot 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 a...
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  • ibarrau's avatar
    ibarrau
    5 years ago

    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,

bsas's avatar
bsas
Icon for Post Patron rankPost Patron
5 years ago

Hi 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's avatar
ibarrau
Icon for Super User rankSuper User
5 years ago

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,

  • bsas's avatar
    bsas
    Icon for Post Patron rankPost Patron
    5 years ago

    I have 2 sources:
    dataverse via direct query where I connect to cloud CRM
    sql server via direct query

    I do not use import method in order to have "live" data.
    So I've tested sigle SSO and looks like my user lacks some permissions...intersting as in datasource credentials it says that gateway is not needed as I have direct access to server (admin has granted access, credentials are not required)

     




    • ibarrau's avatar
      ibarrau
      Icon for Super User rankSuper User
      5 years ago

      Alright! you found the problem. Be sure to request permission. Yes! you don't need gateway if you have cloud sources 🙂
      I thought it was onpremise server but it's not.

      Regards,