Automatic refresh of the query

[Anonymous]

Hello everybody,

I would like to update my queries from Dynamics365 automatically without using a local gateway.
I've already done another report (queries from DYN365) but I don't know where the difference is. The Scheduled Update option is not available.

Thank you for your support!

[Icey]

Hi @Anonymous ,

Is this problem solved?

If it is solved, please always accept the replies making sense as solution to your question so that people who may have the same question can get the solution directly.

If not, please let me know.

Best Regards,
Icey

[collinq]

Hi @Anonymous ,

If you are cloud to cloud then you don't need to have a gateway.  But, if your dataset is internal, you will have to have a gateway to automatically refresh the data.

I would appreciate Kudos if my response was helpful. I would also appreciate it if you would Mark this As a Solution if it solved the problem. Thanks!

[Anonymous]

I see the problem. I heard about the DYN query an Excel query, which of course is local to the PC. However, this table is static and does not have to refresh. Is there a way to bypass the Excel query?

[collinq · Accepted solution]

Hi @Anonymous ,

You can change the setting in the Power Query to NOT refresh the Excel file.  Just UNCHECK it.

Report Refresh

I would appreciate Kudos if my response was helpful. I would also appreciate it if you would Mark this As a Solution if it solved the problem. Thanks!

[Anonymous]

Hallo @collinq,

it works now.
I simply inserted the static data in an internal Power Bi table and deleted the Excel query. Now all queries only come directly from DY365.

Many thanks for the help!