Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
mtaylor
Frequent Visitor

connecting powerbi to dynamics crm

I am following the guide found here to try and connect powerBI to our on-premise Dynamics CRM https://technet.microsoft.com/en-us/library/dn708055.aspx  But the instructions are already written wrong when setting up the OAuth on the server, and so i dont have a whole lot of trust for the rest of the article. I was able to get OAuth enabled on the server, but the next part of the instructions say this: 

 

  1. Register the Power BI Desktop OAuth 2.0 client with ADFS. To do this, open a Windows PowerShell window and run the following PowerShell command on the PC where you are running Power BI Desktop that will be used to publish your reports to the Power BI service.

     
     
    Add-AdfsClient -ClientId "a672d62c-fc7b-4e81-a576-e60dc46e951d" -Name "Microsoft Power BI" -RedirectUri @("https://de-users-preview.sqlazurelabs.com/account/reply/", "https://preview.powerbi.com/views/oauthredirect.html") -Description "ADFS OAuth 2.0 client for Microsoft Power BI"

 

This is confusing to me however, because it is saying you need to register it with ADFS on your desktop you are running reports from (my computer) but when I open up powershell to run the command i dont even have the ADFS Powershell module installed. Is this supposed to be run on a regular Windows 10 desktop? Is this the correct step but just written poorly? what is the next step to get powerBI configured to connect with an on-premise Dynamics CRM server once you have enabled OAuth on the CRM server?

 

Thanks so much for your help!

 

 

1 ACCEPTED SOLUTION

well thanks for nothing, but for anyone else that has this problem i found the answer. run this command on the ADFS server, completely disregard what microsoft says in their documentation and just run it on ADFS server

 

 Add-AdfsClient -ClientId "a672d62c-fc7b-4e81-a576-e60dc46e951d" -Name "Microsoft Power BI" -RedirectUri @("https://de-users-preview.sqlazurelabs.com/account/reply/";, "https://preview.powerbi.com/views/oauthredirect.html") -Description "ADFS OAuth 2.0 client for Microsoft Power BI"

View solution in original post

3 REPLIES 3
v-yulgu-msft
Microsoft Employee
Microsoft Employee

Hi @mtaylor,

 

You should meet below requirements to enable Power BI desktop to connect to On-premise Dynamics CRM:

  • Windows Server 2012 R2 with AD FS 3.0 (required for Internet-facing deployment (IFD).
  • For IFD, OAuth must be enabled on the Microsoft Dynamics 365 Server. This step is described in the following section.
  • Microsoft Power BI account.

 

 
 
Best regards,
Yuliana Gu
Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

well thanks for nothing, but for anyone else that has this problem i found the answer. run this command on the ADFS server, completely disregard what microsoft says in their documentation and just run it on ADFS server

 

 Add-AdfsClient -ClientId "a672d62c-fc7b-4e81-a576-e60dc46e951d" -Name "Microsoft Power BI" -RedirectUri @("https://de-users-preview.sqlazurelabs.com/account/reply/";, "https://preview.powerbi.com/views/oauthredirect.html") -Description "ADFS OAuth 2.0 client for Microsoft Power BI"

The link that you just provided is the exact same link that i put in my question.... I have all of those requirements met. But the second half of the instructions on that page dont make sense. if you want to go ahead and read my question again that would be great. 

Helpful resources

Announcements
Europe Fabric Conference

Europe’s largest Microsoft Fabric Community Conference

Join the community in Stockholm for expert Microsoft Fabric learning including a very exciting keynote from Arun Ulag, Corporate Vice President, Azure Data.

Power BI Carousel June 2024

Power BI Monthly Update - June 2024

Check out the June 2024 Power BI update to learn about new features.

PBI_Carousel_NL_June

Fabric Community Update - June 2024

Get the latest Fabric updates from Build 2024, key Skills Challenge voucher deadlines, top blogs, forum posts, and product ideas.

Top Solution Authors