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

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
adriansuteu
Advocate I
Advocate I

Can I add new tables on Sales Analytics for Dynamics 365 - stack content pack?

Hi.

 

It would be really helpfull if there would be a way for me to add new data (tables) for this content pack. I mention that I don't have a pro license and I can't figure out how to do it. All I get when I select that content pack are a bunch of basic  tables like Accounts, Contacts, Leads etc.)

 

Or do you have any other suggestion for publishing data coming from Dynamics CRM (that refreshes automatically)?

 

Thanks

1 ACCEPTED SOLUTION
v-yuezhe-msft
Employee
Employee

Hi @adriansuteu,

After connecting to Dynamics 365 in Power BI Desktop, you are able to create reports in Power BI Desktop, publish the reports to Power BI Service.

Then in Power BI Service, you are able to schedule refresh for your dataset, this way, once data are refreshed on Dynamics 365 side, the dataset and reports in Power BI Service will be updated based on the schedule.

 


Thanks,
Lydia Zhang

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

View solution in original post

2 REPLIES 2
v-yuezhe-msft
Employee
Employee

Hi @adriansuteu,

After connecting to Dynamics 365 in Power BI Desktop, you are able to create reports in Power BI Desktop, publish the reports to Power BI Service.

Then in Power BI Service, you are able to schedule refresh for your dataset, this way, once data are refreshed on Dynamics 365 side, the dataset and reports in Power BI Service will be updated based on the schedule.

 


Thanks,
Lydia Zhang

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Greg_Deckler
Super User
Super User

You can try doing a live connection to the model from Desktop. It's a Preview feature. May or may not get you where you want to be.


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.

Top Solution Authors
Top Kudoed Authors