Forum Discussion
maden79
9 years agoNew Member
Dataset from dynamic worksheet
Help! I'm trying to connect a dataset to a Dynamic Worksheet so that I can refresh data from CRM. To upload the dataset into PowerBI I'm prompted to convert my dynamic spreadseet into a table (Ct...
v-qiuyu-msft
9 years agoCommunity Support
Hi maden79,
After you click the Export to Excel -> Dynamics Worksheet, did you save the file as .xlsx file? I have exported the Sales-> Opportunities to Dynamics worksheet .xlsx file, and get data from this Excel in Power BI desktop version 2.44.4675.521. All is fine after publish to the service.
In your scenario, please try to use the same desktop version as ours. You can also test with the Sales-> Opportunities record type. Besides, to get data from Dynamics CRM, there are content packs which you can utilize. See: Microsoft Dynamics CRM content pack for Power BI.
Best Regards,
Qiuyun Yu