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Helper II
Helper II

Dynamics 365 to Power BI via Direct Query



I'm struggling with a recent task. I'm able to query the Opportunities table, however, I'm running in to one issue after another. Part of it might be the data model/requirements, but there are some pretty "simple" things that I think one would be able to accomplish that I am struggling with. 

1. I'm loading data from Dynamics 365 opportunity table to Power BI Service in order to provide a dashboard to my sales team. 

2. One issue I'm experiencing is the date columns that I've switched to "Date Only" are showing long date "Monday, January 9th, 2023" vs "01/09/23" in the visual table. What gives? 

3. I had some issues with what I thought only the UID showing up, but looks like I've figured that out. Seems like each field has its own UID and corresponding text field that it is paired with, correct?

4. Jumping off from the UID issue, I'm seeing that there are numerical values where there should be choices. I assume this is because in Dataverse choices are generally associated with random number UIDs? I don't see the pairing/choices in the table that I've imported in to PBI. Do I have to have another table with relationships to "map" those numerical IDs with the choices in PBI?


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