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dennisr's avatar
dennisr
Icon for Advocate II rankAdvocate II
10 years ago

Can Power BI access Dynamics CRM saved queries?

Can Power BI access Dynamics CRM saved queries such as System-Defined Views or User Queries?

(If so, how?  I don't see them in the Navigator popup when I connect to CRM source)

 

 

7 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    10 years ago

    Power BI can't do this at the moment. When connecting to Dynamics I use an odata connection, you can apply filters in the odata url that you could replicate an advanced find with.

    • dennisr's avatar
      dennisr
      Icon for Advocate II rankAdvocate II
      10 years ago

      I'm actually more interested in "Public Views" which can include linked entities...

       

      I've just tried Power BI: Get Data > Other >  OData Feed;

      My custom entity fields are of Data Type 'Option Sets', and they don't seem to come down into PowerBI.

      I see Odata supports the $expand  option - do I need to use that just for Option Sets?

       

      Some of the nice things about Views are

        - users can set them up in CRM

        - uses the 'Display Name" of fields

        - Linked Entities

       

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        10 years ago

        I'd also love the ability to connect to existing advanced finds and agree that it would be useful for us as well. Might be worth adding it as a suggestion! :)

         

        In terms of option sets, select them in the oData query in the normal fashion and Power Query will give you the expand option to get the value that you then might want to map to labels.

         

        The $expand in oData is used for getting data from related entities.

         

        For instance I have a query that points to the out of the box Incidents entity but then goes off to Account and Contact to collect data from the related records, then apply a filter for the creation date:

         

        $expand=incident_customer_accounts,incident_customer_contacts&$filter=CreatedOn ge datetime'2014-01-01T00:00:00'

         

        Personally I use a solution that is avaliable on the XRM tools codeplex that is a massive help, it generates the URL for you and I've only ever had to do minor tweaking, it also will work with your custom entities and attributes.

         

        I don't know the rules on posting links but a quick google search for dynamics CRM odata query designer will point you to the XRM tools codeplex.