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Anonymous
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General Question- Power BI report Refreshing/Updating while connecting to CRM live

Hello,

 

I have created a Power BI report that are integrated or displayed on portal website.  I would like to make sure that the Power BI report on Portal are automatically update/refreshing as time goes by. 

 

So theses are major steps and questions:

  1. First, Create Power BI report in Power BI Desktop.  The report connects directly to Dynamics 365 CRM Production instance - "Case" entity. 
  2. Secondly, the Powe BI report are published to Power BI Service
  3. Then registere an Application for Power BI and integrate/display the Power BI report on Portal

My questions are how the Power BI report on the portal update/refresh automatically when there are new transactions posted to CRM?  Or what we should do to ensure Power BI report on Portal are update automatically?  Thank you. 

1 ACCEPTED SOLUTION
Anonymous
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have figured it out and now it is scheduled refreshing on daily basis

View solution in original post

1 REPLY 1
Anonymous
Not applicable

have figured it out and now it is scheduled refreshing on daily basis

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