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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.


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