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

The Power BI Data Visualization World Championships is back! It's time to submit your entry. Live now!

Reply
SWoloshin
Regular Visitor

No Query Folding in Dynamics 365 CRM (formerly CRM Online)

I cannot get any query folding when using Dynamics 365 CRM data.  I read a blog about this at

http://community.powerbi.com/t5/user/VerifyUserEmailPage/user-id/3931/mail-message-tracking/IVMQMLZN...

 

BUT, I have been unsuccessful with the solution suggested in this blog.  COULD BE PEBCAK pretty easily!

 

I also have been unable to connect to content packs with D365 CRM.

8 REPLIES 8
Vicky_Song
Impactful Individual
Impactful Individual

 

I can not get any query folding using data from Dynamics 365 CRM.  I also am not getting an option to Direct Query. 

@SWoloshin

 

Could you please post the blog link again? The blog link you provided before is redirected to a registration complete page.

 

Best Regards,

Herbert

@SWoloshin

 

Please try to follow this tutorial. I just try to get data from Dynamic 365 and I can see the data as below.

 

No Query Folding in Dynamics 365 CRM (formerly CRM Online)_1.jpgNo Query Folding in Dynamics 365 CRM (formerly CRM Online)_2.jpg

 

Best Regards,

Herbert

I'm not sure if some functionality has been lost in the more recent updates. When we click on a table (such as accounts or contacts) then we only see "Ok" and "Cancel" instead of the Load button and more importantly, the "Edit" button is not available. This means that we can't select columns in the initial GetData step.

v-haibl-msft
Microsoft Employee
Microsoft Employee

@SWoloshin

 

Did you following the steps listed in this document?

 

Best Regards,

Herbert

This solved my problem with the Content Pack.  HOWEVER, I still cannot get any query folding when using Dynamics 365 CRM as the data source.

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! It's time to submit your entry.

December 2025 Power BI Update Carousel

Power BI Monthly Update - December 2025

Check out the December 2025 Power BI Holiday Recap!

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 Solution Authors