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...
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

 

 

 

 

ells's avatar
ells
Helper II
11 years ago

Thanks guys. The content pack is still failing. I can now connect through Power Query and POwer BI Desktop designer. Would like to get the content pack up and running. Will double check permissions as I can not see some data when connected through Power BI Desktop designer even though I can see the tables.

 

Cheers

Mark