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

To celebrate FabCon Vienna, we are offering 50% off select exams. Ends October 3rd. Request your discount now.

Reply
Mahmoud_12
Frequent 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
Anonymous
Not applicable

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.

Anonymous
Not applicable

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
September Power BI Update Carousel

Power BI Monthly Update - September 2025

Check out the September 2025 Power BI update to learn about new features.

August 2025 community update carousel

Fabric Community Update - August 2025

Find out what's new and trending in the Fabric community.

Top Kudoed Authors