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MViolette's avatar
MViolette
Frequent Visitor
11 years ago
Solved

failing to import to CRM

Hello,   I am new to using Power Bi, and recently have tried using the 'Get Services' to intergrate Dynamics CRM with Power BI. It connects when entering the URL and I then use the oAuth2 authentic...
  • Anonymous's avatar
    Anonymous
    11 years ago

    MViolette We've never been able to get our CRM to pull through from the Content Pack (which is what it sounds like you are trying to access your CRM data from. I think alot depends on your CRM impementation.

    The only way I've gotten this to work is when starting from scratch and just connecting to CRM by using the desktop tool (Not the Content Pack). This approach would make you build your own reports.

    Got to File -> Options and Settings -> Options

    Under "Current File" -> Data Load

    Uncheck - Import relationshipts from data sources

    Uncheck - Autodetect new relationships after data is loaded

     

    Then we've used the desktop to build the relationships back in to what we needed for reporting.

MViolette's avatar
MViolette
Frequent Visitor
11 years ago

Hi Eno1978,

 

Thanks for your response, I shall try your suggestion. I am a bit confused though, why have Dynamics CRM as an option for the content pack if this doesn't work? I assume the failure would be that Dynamics CRM is modified and customised individually based on each companys own requirements? Is this correct?

 

Regards,

Mike.

Anonymous's avatar
Anonymous
Not applicable
11 years ago

MViolette I think the issue more lies on the CRM side (size or type and level of relationships). The majority of users are not having an issue, but there are periodic threads like this where individuals have experiences similiar to mine.

  • MViolette's avatar
    MViolette
    Frequent Visitor
    11 years ago

    Ok thanks for the explanation.