Forum Discussion

IanR's avatar
IanR
Helper III
9 years ago

Dynamics CRM Online User and Team Data

Hi,   This is my first post on this forum - apologies if I haven't chosen the right section. I am creating reports using data from Dynamics CRM Online. I want to be able to slice measures from the...
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IanR's avatar
IanR
Helper III
9 years ago

Hi Bavesh,

 

Very interesting video, thank you.

The video mentions that the tables in CRM are grouped and delivered to Power BI as sets of related tables. That was a lightbulb moment - and explains some of the disconcerting naming convention. Do you know if there is any documentation that explains what's in these sets? Also, any other videos that cover using Power BI with CRM Online gratefully received.

 

Thanks

Ian

v-qiuyu-msft's avatar
v-qiuyu-msft
Community Support
9 years ago

Hi IanR,

 

We can connect to Dynamics CRM Online both in Power BI online and Power BI Desktop. In Power BI Service, we can use Sales Manager and Service Manager content packs. You can take a look at this article to know what's data included: Microsoft Dynamics CRM content pack for Power BI.

 

In Power BI Desktop, when connecting to Dynamics CRM Online organization database tables appear in the Power BI Desktop Navigator window. For the detail information about database tables, I would suggest you post a thread in Microsoft Dynamics CRM Forum to get dedicated support.

 

Reference:

How to Connect Power BI to Microsoft Dynamics CRM Online

 

Best Regards,
Qiuyun Yu