Dynamics CRM what is the best way of importing this data into Power BI

[DebbieE]

We have a new data source that we want to add to a report

Dynamics CRM

Does anyone have any ideas of the best way to add this as a data source in power BI

It doesnt look like CRM is an option and there are no dynamics options in the dataflows within service

If anyone has any information on the best way of doing this?

[v-robertq-msft · Accepted solution]

Hi, @DebbieE 

According to my research, you can follow this trail to connect Power BI to Microsoft Dynamics CRM Online:

https://us.hso.com/blog/how-to-connect-power-bi-to-microsoft-dynamics-crm-online/

What’s more, if you want to use the Dataverse connector in the Power BI desktop, you don’t need a license, but it seems you need the dataverse environment with maker permissions to access the portal and read permissions to access data within tables, you can refer to the prerequisites:

https://docs.microsoft.com/en-us/powerapps/maker/data-platform/data-platform-powerbi-connector#prere...

Best Regards,

Community Support Team _Robert Qin

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[mahoneypat]

You should be able to use the Dataverse connector, but also see this post about how to do it with Web.Contents (in case the Dataverse connector doesn't "fold", this way will let you query just specific columns, filters, etc. to return less data and be faster).

How to retrieve OData v4 fast in Power BI - Microsoft Dynamics CRM Community

Pat

[DebbieE]

Is this Premium or will it work for Pro do you think?