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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Dynamics CRM live data

hello,

I have developed some reports using OData feed from Dynamics CRM system and one local excel file then i published it into service. When we get new record or deleta a record in CRM system it doen,t show in my dashboard until i go to my power BI Desktop refresh there and publish again.

When i tried to set a gateway it says that OData feed doesn,t need a gateway.

I am really stuck how to solve this. Can someone please help me how it can refresh automatically?

Thanks in advance.

Need Help
  • Anonymous's avatar
    Anonymous
    6 years ago

    Hi,

    I have two datasets initially, one from CRM and other from excel which is only one column consist of some holidays. So, now i made it only CRM and holidays column i created as a table with in Power BI. Then i used Gateway with standard mode. which worked perfectly.

     

    Thank you.

     

    Best regards,

    Ravali.

6 Replies

  • v-lid-msft's avatar
    v-lid-msft
    Community Support
    6 years ago

    Hi Anonymous ,

     

    Based on my research, the Odata feed data source does not support DirectQuery / Live Connection,Even if online odata feed does not need a gateway to refresh, it still use import mode , so  if you want to see the new data, we can configure scheduled refresh in dataset settings ,execuce a on-demand refresh manually or use api to execuce a refresh. But it has count limitation for each day(we can only configure 8 times each day under shared capacity or 48 times under premium capacity, the api also has limitation under shared capacity).


    Best regards,

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      Hi v-lid-msft ,

      Thank you for your reply. 

      That is true it only have import option. 

      And when i set up a gateway for shcedule refresh it is not working. I am not understanding that. Is my data is having two sources one from CRM and one From local file does this is a reason for not able to setup a gateway?

      Badly need help in this case. 

      THANK YOU.

      • v-lid-msft's avatar
        v-lid-msft
        Community Support
        6 years ago

        Hi Anonymous ,

         

        Based on this document:https://docs.microsoft.com/en-us/power-bi/refresh-data#review-data-infrastructure-dependencies

         

        If a dataset uses separate mashup queries to connect to on-premises and cloud sources, Power BI uses a gateway connection to reach the on-premises sources and a direct network connection to the cloud sources. If a mashup query merges or appends data from on-premises and cloud sources, Power BI switches to the gateway connection even for the cloud sources.

         

        If you are using the On-Premises Data Gateway (Personal Mode):

         - If this dataset  does not merges or appends data from on-premises and cloud sources, please configure credential for each data source under setting of dataset

         -If this dataset  merges or appends data from on-premises and cloud sources, please configure credential for each data source under setting of dataset

         

        If you are using the On-Premises Data Gateway (Standard Mode):

         - If this dataset  does not merges or appends data from on-premises and cloud sources, please configure credential for cloud source under setting of dataset, then create a data source in Manage Gateway, then map on-premises data gateway to this data source under setting of dataset.

         -If this dataset  merges or appends data from on-premises and cloud sources, please create data source for each data source under manage gateway, then map them to different data source under setting of dataset.


        Best regards,