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Elisa112's avatar
Elisa112
Icon for Helper V rankHelper V
1 year ago
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Link customer ID to source system customer record

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 i...
Need Help
  • johnt75's avatar
    johnt75
    1 year ago

    Create a new column

    Customer URL =
"domain.com/editcustomer.aspx?nActionId=2&strRef=" & 'Table'[CustomerID]
johnt75's avatar
johnt75
Icon for Super User rankSuper User
1 year ago

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's avatar
    Elisa112
    Icon for Helper V rankHelper V
    1 year ago

    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's avatar
      johnt75
      Icon for Super User rankSuper User
      1 year ago

      Create a new column

      Customer URL =
"domain.com/editcustomer.aspx?nActionId=2&strRef=" & 'Table'[CustomerID]
      • Elisa112's avatar
        Elisa112
        Icon for Helper V rankHelper V
        1 year ago

        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