Importing a Lookup Field

[bmjacques]

I am attempting to build a Power BI report using data from Microsoft Dynamics CRM. I have built many reports using SQL to import the data. My problem is that I need to import the pricelevelid field from the Invoice table - but the field is a Lookup. It does not show up in Power BI.

I can view the column when I use an Advanced Find and I don't have to go to another table to pull it in. Is there something I am missing here?

[v-ssriganesh]

Hello @bmjacques,

Hope everything’s going great with you. Just checking in has the issue been resolved or are you still running into problems? Sharing an update can really help others facing the same thing.

Thank you.

[v-ssriganesh · Accepted solution]

Hi @bmjacques,
Thank you for posting your query in the Microsoft Fabric Community Forum.

To bring the lookup name into Power BI, please use the Dataverse connector instead of SQL.
With the Dataverse connector, Power BI automatically provides both the lookup GUID and the readable display name without any extra steps.

Official documentation:

• https://learn.microsoft.com/en-us/power-apps/maker/data-platform/data-platform-powerbi-connector?tab...
• https://learn.microsoft.com/en-us/power-query/connectors/dataverse

Best regards,
Ganesh Singamshetty.

[bmjacques]

Thank you for this - it seems like a likely solution, but I will need our IT department to implement.

[BeaBF]

@bmjacques Hi! Which connector are u using?

BBF

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