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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Error when link to dynamic365 as the database

Hello ALL, Does anyone use Dynamic365 as the data source to make a PBI report? I encountered a problem in the process of use. I used the following website (https://companyname.crm4.dynamics.com/api/d...
Need Help
  • pawelk3's avatar
    pawelk3
    5 years ago

    You probably need to have at least the 'System Customizer' role. 


    Go to 'Settings' from the top menu, then 'Customizations' and 'Customize the System'. In the new default solution window, you will be able to expand the list of entities in the list on the left. After clicking on the selected entity, a form with all its details will appear. There you should also find its system name ('Name').


    The system name of the entity should correspond to the table name you get in Power BI.

Anonymous's avatar
Anonymous
Not applicable
5 years ago
Thank you very much. But I don't have administrator rights of the system. In this case, can I find the real name of the data table in the system Settings? If possible, could you please show me the detailed operation? Thank you very much indeed
pawelk3's avatar
pawelk3
Helper I
5 years ago

You probably need to have at least the 'System Customizer' role. 


Go to 'Settings' from the top menu, then 'Customizations' and 'Customize the System'. In the new default solution window, you will be able to expand the list of entities in the list on the left. After clicking on the selected entity, a form with all its details will appear. There you should also find its system name ('Name').


The system name of the entity should correspond to the table name you get in Power BI.

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago
    Thanks very much!!!