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Anonymous's avatar
Anonymous
Not applicable
8 years ago
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Dynamics CRM 2014

Hi all ! I have a question about if is possible connect Power BI with Dynamics CRM Online 2014. I download a Dynamic XML archive, that each time to open, this automatically actualized, but when is ...
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  • Anonymous's avatar
    Anonymous
    8 years ago

    Anonymous,

    You can use the OData feed entry in Power BI Desktop to connect to Dynamics CRM Online 2014 following the guide in this similar blog, then create report in Desktop and publish the report to Power BI Service.

    In Power BI Service, you are able to set schedule refresh for your dataset, this way, once data is updated in the Dynamics source, the dataset in Power BI Service will be automatically updated based on schedule.

    Regards,
    Lydia

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Anonymous,

You can use the OData feed entry in Power BI Desktop to connect to Dynamics CRM Online 2014 following the guide in this similar blog, then create report in Desktop and publish the report to Power BI Service.

In Power BI Service, you are able to set schedule refresh for your dataset, this way, once data is updated in the Dynamics source, the dataset in Power BI Service will be automatically updated based on schedule.

Regards,
Lydia