Forum Discussion

ellde39p's avatar
ellde39p
Frequent Visitor
10 years ago

Error when loading CRM data into Power BI

I receive an error when I try to either: 1. Apply Query changes or 2. Load Microsoft CRM 2015 data   "Failed to save modifications to the server. Error returned: 'OLE DB or ODBC error:[DataSource...
ianbarker's avatar
ianbarker
Helper III
10 years ago

Hey Derek,

 

That's correct, you don't want to remove the navigation step. I just wasn't sure if you had any additional steps, such as merges that may be causing the issue, but that doesn't sound like the case.

 

I have one more suggestion. Click on File > Options and Settings > Data Source Settings.

You will then hopefully see a single data source for your CRM instance.

Double click on this and a screen will open. In this screen there should be an option to specify your your login details. It's possible that even though you've already logged in at some point, your details aren't being asscoiated with your data source. There will be an option to edit or enter your login details for CRM. Obviously make sure you are using a login that has appropriate permissions in CRM.

 

Regards,

Ian

ellde39p's avatar
ellde39p
Frequent Visitor
10 years ago

Thanks Ian,

 

I tried removing and re-creating the login details for the 2 URL connection strings and then clicked the 'Apply Updates' button, but the same error occurs.  I am using the 'Organisational' login account for both.

 

 

It is odd that I can use the 'Load' option for some CRM 2015 tables but not others.

 

Any more suggestions would be most welcome.

 

Thanks,

Derek

  • ianbarker's avatar
    ianbarker
    Helper III
    10 years ago

    My only other suggestion would be to try doing the same thing from another machine to see if it makes a difference.

    I'm not sure if doing it from a VM is an option for you?

     

    Other than that, I'd click the frown button and send the details to Microsoft.

    As I mentioned, I've hit the same issue myself with CRM and never really got to the bottom of it.

    • ellde39p's avatar
      ellde39p
      Frequent Visitor
      10 years ago

      Thanks Ian,

       

      I have tried on my boss's PC with BI installed and received the same errors.

       

      Sorry to ask but where do I find the 'Frown' icon to click?  (this is my first post)

       

      Regards,

      Derek

      • ianbarker's avatar
        ianbarker
        Helper III
        10 years ago

        Bummer. I know how frustrating it can be.

         

        Top left hand corner of the screen there's a little smily face. If you click on it, a drop-down appears and there's a sad face which says "Send a Frown".

        When you click on it, it will generate an email for you with a load of data related to your PBIX file.

        You can also add additional screenshots and supporting info.