Currently the Microsoft Dynamics CRM connector for Power BI contains a dataset (called "Dynamics CRM Sales") that includes a selection of 10 standard CRM entities. While you can create a nice demo of CRM sales analytics with these out-of-the-box records, most customers will not be able to use this for actual reporting on their sales pipeline. This is because pretty much anyone who really uses CRM for managing their sales process will have expanded the data model with custom fields and entities. Right now there is no way to add these into the dataset you get when installing the Dynamics CRM connector. Sure, I could build a custom dataset with Power BI Designer by referencing the CRM Online OData feed and retrieving the custom entities and fields via this. However, since it is not possible to use the Schedule Refresh feature with these type of datasets that the user uploads to Power BI, that would make the information presented on the Power BI dashboard stagnant. This kind of defeats the whole purpose of Power BI for a Dynamics CRM customer, since the metrics presented would be just the same as on a static Excel workbook, unless someone downloads it to their PC and runs the Power Query data source refresh for the OData feeds. Since we're essentially talking about a data source that comes from a system built and managed by Microsoft (Dynamics CRM Online), I wonder what the risk would be in enabling the Scheduled Refresh support for OData feeds with the *.dynamics.com URL? This would allow each customer to create the dataset from their customized CRM data model and build dashboards that truly deliver information that their business users are interested in seeing. Compared to the default dataset in the current Connector, there would be essentially no difference in how the data moves from one MS cloud service to another. Ever since Dynamics CRM Online was launched in 2008, customers using it have been in a disadvantaged position compared to the on-premises CRM server users when it comes to the reporting options available to them (due to limitations with SSRS reporting in CRM Online). What Power BI offers today would seem like the perfect opportunity for MS cloud customers to leapfrog into the next generation of business analytics applications available to power users and not just report developers. The business case for supporting CRM Online in real life scenarios would seem quite obvious to me, and I assume that there must be some plans for making this finally happen. However, until we have something publicly announced by Microsoft, I encourage all the Microsoft Dynamics CRM Online customers to show their support for making this happen by voting on this suggestion here. Thank you!
on:
Enable/Disable RLS Roles in PowerBI & avoid deleti...
on:
LAST_DAY() function
on:
Button Slicer width and Height should not changed
on:
Small multiples category axis can't be a local cal...