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dominik_ioz's avatar
dominik_ioz
Regular Visitor
10 years ago

Building relations between Acccount & Opportunities using Dynamics CRM Online

Hi everyone,

I am using PowerBI Desktop to connect to my Dynamics CRM Online data. So far so good. When importing tables I do not find keys which would allow to connect my AccountSet and OpportunitySet tables. The relationship between an opportunity and an account is an n:1 by default. So I am facing the problem that I do not find the foreign key to connect those table in PowerBI.

Anyone an idea how I could connect the tables?

Thank you!

Dom

3 Replies

  • Rémi's avatar
    Rémi
    Resolver III
    10 years ago

    Hi,

     

    You have the customer of your opportunity into the column CustomerId.

     

    • dominik_ioz's avatar
      dominik_ioz
      Regular Visitor
      10 years ago

      Hi, thanks for your reply. Somekind like that was also my expectation, now I see a more precise issue, thanks!
      Unfortunately I don't get this colum using the the CRM connector in PowerBI. 

      The available data preview shows more columns, but the load procedure seems to skip it. How can I force PowerBI to get me all columns? 

      • Rémi's avatar
        Rémi
        Resolver III
        10 years ago

        Hi

         

        Power BI get all the data directly.

        Are you sure to not find the column? This column is a Record column, it means that you have to develop it for getting the value.

        At the end of the table, you have a list of columns with value Record or Table ?