Forum Discussion

New Member

11 years ago

Solved

Help: confusion with on-premises

I have been studying power bi, but I need to start testing in your customer machine, which has Dynamics CRM (on-premises). I am very confused. Should I use the recent "Power BI Personal Gateway",...

Anonymous
11 years ago
Hi Dina, It is beauty of power bi you can connect any source that easily available to you.
With SSAS connector
If your CRM data is in Cube then you can definitely use SSAS connector, It is very easy to use, Just follow steps from here
https://support.powerbi.com/knowledgebase/articles/471577-configure-a-power-bi-analysis-services-connector or from here
http://blogs.msdn.com/b/powerbi/archive/2015/03/11/power-bi-analysis-services-connector-deep-dive.aspx
With SQL (CRM database)
If you can connect your data directly through SQL on premise source here is link explaining same step by step
http://blogs.msdn.com/b/powerbi/archive/2015/07/07/refresh-for-on-premises-sources-is-here.aspx

Vishal Pawar
BI Solution Architect | www.BiMentalist.com

Greg_Deckler

Community Champion

11 years ago

I would try the Microsoft Dynamics CRM service first. Get Data | Services | Microsoft Dynamics CRM. You will need to know your OData feed url. Here is an article on it:

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

Should work the same for on-premises if your OData feed is accessible from the cloud.

If that does not work directly, you could try creating a Power Query query to the OData service and then you could load the Power Query query into the gateway.