Forum Discussion

ells's avatar
ells
Helper II
11 years ago

CRM Content pack

Currently trying to connect to CRM online. The closest I can get is through PowerBI.com. I have gone through get services and used the Dynamics CRM Content pack. I have then put in the url and used O...
TPalmer's avatar
TPalmer
Microsoft Employee
11 years ago

The content pack is built ontop of the same path as the Desktop/Power Query CRM Online connector. While the out-of-box content may not work for everyone due to the data size or the permissions required to connect to it, the Desktop/Power Query path should work as it will only show what you have access to. What types of issues are you seeing there?

Greg_Deckler's avatar
Greg_Deckler
Community Champion
11 years ago

The CRM content pack worked like a champ for me and also all of the other methods to connect to the OData feed from CRM Online. Seems like a case of either it is going to work or not. I didn't do anything special, just entered the credentials I normally use to logon to CRM Online directly. Obviously, try that directly against CRM Online and make sure you can logon and see things. I do have pretty much "god" access to the CRM Online environment so perhaps it is a specific role setting. Give yourself every role and see if that fixes it.

 

This article might help as well but probably only once you can connect to the OData feed:

 

Whoops, posted the wrong link originally:

https://www.linkedin.com/pulse/building-ultimate-microsoft-crm-dashboard-under-hour-greg-deckler?trk=pulse_spock-articles