Forum Discussion
wilson_smyth
7 years agoPost Patron
Handling complex custom models from Dynamics 365
I have been able to connect to Dynamics 365 via the OData URL and can see a list of entities. We have quite a complex custom set of entities and any useful reporting would requrire joining these ent...
v-danhe-msft
7 years agoMicrosoft Employee
Hi wilson_smyth,
Based on my research, I suggest you use the merge function in Power BI Desktop, you could refer to below two links:
http://radacad.com/append-vs-merge-in-power-bi-and-power-query
https://www.thebiccountant.com/2017/01/11/incremental-load-in-powerbi-using-dax-union/
Regards,
Daniel He
wilson_smyth
7 years agoPost Patron
the entity model is to complex for merge.
We will end up writing a crm proxy, and in this we will join the various entities together using LINQ and provide this as a web service to PowerBI. Slightly overkill, but we have very good CRM developers here who can make it happen.
- v-danhe-msft7 years agoMicrosoft Employee
Hi wilson_smyth,
Ok, hope you could solve your problem and don't forget to close this topic.
Regars,
Daniel He