Link customer ID to source system customer record

[Elisa112]

Hi Experts 

Is it possible to link a customer ID from PBI to the source system

record for that customer and if so how is this done? Our CRM is 

off the shelf and not a microsoft product.

Thanks in advance

[johnt75]

It depends on the URL structure of your CRM. If it is something like domain.com/customer/1234 or domain.com/page?cust=1234 then you can do it. 

Create a column, either in Power Query or in DAX which appends the base URL for the page with the customer ID. Change the category of the column to Web URL, and then you can put the column into a table visual which will link to your CRM. In the settings of the table visual you can switch URL Icon on, which just leave a small link icon rather than a potentially long URL

[Elisa112]

The url looks like this

domain.com/editcustomer.aspx?nActionId=2&strRef=CustomerID, so I believe the link can be done.  I am not clear what dax is required, can you provide an example please?

many thanks 

[johnt75 · Accepted solution]

Create a new column

Customer URL =
"domain.com/editcustomer.aspx?nActionId=2&strRef=" & 'Table'[CustomerID]

[Elisa112]

Thank you, I watched a couple dynamic linking videos as well, had to adjust the URL slightly but all works perfectly.

thank you for the guidance, much appreciated