Forum Discussion

rbehr's avatar
rbehr
New Member
10 years ago

Dataset for Dynamics CRM Online

This must have been asked before, but I cannot find it.   The Dyanmics CRM dataset brings across sales-specific content but nothing else. How do I bring across (a) remaining standard CRM entities (...
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cbailiss's avatar
cbailiss
Icon for Advocate II rankAdvocate II
10 years ago

The Dynamics CRM Online connector ("Get Data" in the Desktop Tool, then "More" and select "Dynamics CRM Online") covers all standard entities and custom entities.

 

When you say "Dynamics CRM dataset" I think you are referring to the Dynamics Content Pack, i.e. the pre-authored reports/dashboards.  This is not the same as the "Dynamics CRM Online" data source on which you can build your own queries and reports (and so is much more flexible).

  • rbehr's avatar
    rbehr
    New Member
    10 years ago

    cbailiss, thank you. Perhaps you can be more specific: I can see no means of connecting to data sources within the BI interface. That is what I am looking for, I agree, and the data sets are limited. But there seems to be no option for adding a data source, unless I am missing something.

    • Greg_Deckler's avatar
      Greg_Deckler
      Icon for Community Champion rankCommunity Champion
      10 years ago

      rbehr - This is posted in Service, so what cbailiss is referring to is the Desktop tool. Use the gear icon in the service to download the Desktop tool. Then, you will have the same sorts of data sources that you have in Excel, including the OData feed option as cbailiss describes it.