Forum Discussion
Dynamics Online data integration options
Hello!
I need to create a dashboard pulling in data from our Dynamics online instance including Opportunities, Accounts, and Leads entities. I am able to connect PowerBI Desktop to our Dynamics instance. The issue is that each of the three entities listed above has some 300+ columns, and the second half of the columns are table links. In other words, it is extremely complex.
The issue I'm having is that there is only about thirty columns that I need to build my dashboard. However, a few of the columns I'm looking for are referenced as numbers instead of the actual text options that populate in the Dynamics instance. For instance, sales stage, instead of stating "opportunity ID" says 3.
Is there an easier way to just pull a report into excel and then upload that into PowerBI Desktop? or can I create a report (or table) in Dynamics and then just push that report (or table) into PowerBI? I need to be able to generate a dashboard that will update on a daily (or weekly) basis based off of new data entered into Dynamics. That is why I want it connected to Dynamics. Otherwise I would just pull the data into excel and use a stagnant file.
Thanks for any thoughts or help!
This is an older article but it may help:
https://www.linkedin.com/pulse/building-ultimate-microsoft-crm-dashboard-under-hour-greg-deckler
Also, try using the "Get Data" in the service to generate a dateset, reports and dashboard. Then you could connect live to this dataset to generate your own reports in Desktop.
2 Replies
- Greg_DecklerCommunity Champion
This is an older article but it may help:
https://www.linkedin.com/pulse/building-ultimate-microsoft-crm-dashboard-under-hour-greg-deckler
Also, try using the "Get Data" in the service to generate a dateset, reports and dashboard. Then you could connect live to this dataset to generate your own reports in Desktop.
- v-qiuyu-msftCommunity Support
Hi dseppi,
Power BI provide Dynamics CRM Online Sales Manager or Service Manager content packs, which has out-of-box datasets, reports and dashboards. See: Microsoft Dynamics CRM content pack for Power BI. You can also download corresponding Dynamics CRM Online Sales Manager or Service Manager pbit files, then open it in Power BI desktop to make your own reports.
Besides, there is no feature for us to pin Dynamics CRM reports to Power BI directly now.
Best Regards,
QiuyunYu