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 OAuth2 as authentication. Then put in the matching details to my power BI login. This seems to be accepted and the content pack starts to load but thats when it all goes wrong. The sale Manager dashboard shows loading but then the report fails to publish and the data set fails to publish.

 

Do I need to do anything within CRM to ensure I can access the system and data through OData.

 

Thanks

M

 

6 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    11 years ago

    We are experiancing this same issue. Still an open problem on our end as well. The only thing that has worked is selectively pulling things into PBI Desktop and publishing from there.

    • ells's avatar
      ells
      Helper II
      11 years ago

      Thats not good. I am trying to connect to CRM online and the content pack was one of my options and currently all of the others are failing to work. Tried Power Query and Desktop designer and neither are working as expected.

       

      Not looking good at all.

       

      E

      • 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?