Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Join us at FabCon Atlanta from March 16 - 20, 2026, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM. Register now.

Reply
desertislesql
Most Valuable Professional
Most Valuable Professional

Error trying to get data from Microsoft Dynamics CRM

We are trying to use the Power Query connection in Office 365 Excel to make an Odata feed connection to CRM.  There are about 200 fields we are trying to access.  After the fields are added, a window popus up in Excel is waiting for another application to complete an OLE Action.  Any help would be appreciated.

1 ACCEPTED SOLUTION
desertislesql
Most Valuable Professional
Most Valuable Professional

There appears to be an error with the way that Microsoft Dynamics CRM was configured, which meant some of the embedded tables were pointing to nothing.  Removing all of those tables, which were not being used resolved the connection issue.  Tip: Make sure CRM is configured correctly as it can cause a Odata issues.

View solution in original post

6 REPLIES 6
ashishrj
Power Participant
Power Participant

@desertislesql Try reinstalling updated version of Power Query and while importing data make sure that the bandwidth for internet connection is sufficient enough to pull such a huge amount of data from CRM Online. Finally if this doesn't works try installing Excel again. I have done projects pulling data from CRM but never faced such issue. 

desertislesql
Most Valuable Professional
Most Valuable Professional

I'll try that.  The PC being used for this has 32 GB of ram and a 64 bit OS, so I didn't think it was a hardware issue.  Since CRM is in the cloud it could be the network. Hopefully your suggestion makes a difference.  I'll let you know how it works out.

desertislesql
Most Valuable Professional
Most Valuable Professional

Latest versions of Power Query and Excell from office 365 made no difference.  Appears to be some sort of data issue in CRM, which is hosted in the cloud.  Still investigating the issue.

desertislesql
Most Valuable Professional
Most Valuable Professional

There appears to be an error with the way that Microsoft Dynamics CRM was configured, which meant some of the embedded tables were pointing to nothing.  Removing all of those tables, which were not being used resolved the connection issue.  Tip: Make sure CRM is configured correctly as it can cause a Odata issues.

Greg_Deckler
Community Champion
Community Champion

Try using the guidance here:

https://www.linkedin.com/pulse/building-ultimate-microsoft-crm-dashboard-under-hour-greg-deckler?trk...

 

What table are you trying to pull in?

 

My suggestion would be start with a small number of fields without any expansion. I have had the most trouble with Leads.



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...
desertislesql
Most Valuable Professional
Most Valuable Professional

I started with pulling in CRM data from customers and that worked fine.  Now trying to pull in Sales, which has many fields and has been problematic.  I need that data though, so I have to figure out how to make it work.

Helpful resources

Announcements
FabCon Global Hackathon Carousel

FabCon Global Hackathon

Join the Fabric FabCon Global Hackathon—running virtually through Nov 3. Open to all skill levels. $10,000 in prizes!

October Power BI Update Carousel

Power BI Monthly Update - October 2025

Check out the October 2025 Power BI update to learn about new features.

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.

Top Kudoed Authors