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
Mahmoud_12
Regular Visitor

when i refresh Microsoft dynamics 365 CRM database in power bi desktop it ask for the credential eve

When i open power bi desktop to refresh the data from dynamic 365 crm , it ask me to add the credential every morning 

because of this i can't create a schedule refresh for the dashboard on power bi service

Note : i connect power bi with crm APIScreenshot 2024-05-15 112623.pngScreenshot 2024-05-15 112458.png

3 REPLIES 3
v-kaiyue-msft
Community Support
Community Support

Hi @Mahmoud_12 ,

 

You can refresh Power BI Dataset programmatically from Dynamics 365 CRM. More detailed information can be found at the link: Refresh Power BI Dataset programmatically from Dynamics 365 CRM - Microsoft Dynamics 365 CRM Tips an...

 

Best Regards,

Clara Gong

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

v-kaiyue-msft
Community Support
Community Support

Hi @Mahmoud_12 ,

 

Try using OAuth2 as the authentication method for Dynamics 365 CRM.OAuth2 provides a secure method of using credentials. More details can be found in the documentation:Authentication in desktop apps - Power Query | Microsoft Learn .

 

If your Current Period does not refer to this, please clarify in a follow-up reply.

 

Best Regards,

Clara Gong

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

thanks brother , but this solution not working too with my issue

Screenshot 2024-05-21 102736.png

 

 

 

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.

RTI Forums Carousel3

New forum boards available in Real-Time Intelligence.

Ask questions in Eventhouse and KQL, Eventstream, and Reflex.