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Victor_12
Regular Visitor

How to connect D365 to BI desktop?

Hi, I'm new connecting this path, so I would like to know which permissions do I need and how to connect the views that I got from the reports engagement side, I saw this tutorial https://seshandixit.wordpress.com/2019/09/17/fetchxml-to-retrieve-data-from-d365-ce-to-power-bi/#:~:.... but here says that I need the API and I don't know where get it and other way is with XrmToolBox but with this says that I don't have the permissions, so I need to know which permisions are required or another way to connect it with Power BI Desktop.

Thanks

1 REPLY 1
audreygerred
Super User
Super User

Try the Dataverse connector to access D365 sales and customer service. That is what I have used in the past: Use Power BI using Microsoft Dataverse data - Power Apps | Microsoft Learn




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