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alapointe
Frequent Visitor

How do you work with Dynamics 365

Hello,

 

I'm having trouble finding things in the database of Dynamics 365.

 

For exemple, I'm working with the table "OpportunitySet", someone add a combobox, I'm able to get the value "176000004", but I can't find a way to get the text value from this.

 

I search in the "PickListMappingSet", but there is too much stuff.

 

Also, all my Opportunities have a Team and people in those teams, I think they are link with "Connections", but I have no idea how to obtain them in Power BI, I need they find some opportunities who have missing people in their team.

 

Is there any way to search everywhere in the DataBase, or to find where each value is store in it.

 

Thanks

2 REPLIES 2
v-qiuyu-msft
Community Support
Community Support

Hi @alapointe,

 

Generally, to get data from Dynamics 365 to Power BI desktop, we can use Dynamics 365 Online or OData feed. See: Use Power BI with Microsoft Dynamics 365.

 

If you want to find where specific information is stored, you need to contact your Dynamics 365 administrator for help.

 

Best Regards,
Qiuyun Yu

Community Support Team _ Qiuyun Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi, I'm already connected to Dynamics and the "dynamics 365 administrator" can't help, cause they don't know how everything is store in the Database.

 

I think that an OpportunitySet is similar to every Dynamics, you can maybe add or remove stuff, but the base remains the same. It's easy to add a custom combobox with value link to an Opportunity. Its was also not that hard to find the value of that custom combobox for an Opportunity. The problem is where is the Label link to that.

 

OpportunitySet.department = "1730001"

 

But I need the texte value from it in Power BI, something like "Administration".

 

I could create a table and copy the value/label in it, but I will have the problem somewhere else with some other properties.

 

I'm sure there is a tool somewhere I could use the search the Database easily. The best way would have been able to connect to Dynamics database with Sql management, search plain text thrught the whole thing, and find the label.

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