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Qiufen's avatar
Qiufen
Frequent Visitor
3 years ago

Getting data from Dynamics CRM

Hi everyone,

 

I have an issue wanting to get data from dynamics CRM of our organization, which is not actually sales but quite costimized as main area. Ideally, I want to get the data that is set up by the queries in advanced find. But if it's not possible yet, I guess there should be a way to get connected to the dataset and choose, would anyone face the same requirement before?

 

Plus, if any way could connect to the data, would it sync daily? For example, I tried to set up sales analytics for Dynamics 365, but the data it get from the is not actually what I want, would it possibly customize the data that I want to grab from CRM?

 

Thanks a lot for helping:)

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4 Replies

    • Qiufen's avatar
      Qiufen
      Frequent Visitor
      3 years ago

      Hi Anonymous,  

       

      Thanks for replying, but it's not exactly my case, and I don't have these two services in my PowerBI apps.

      If you know, how to get data that is set up by the queries in advanced find of Dynamics CRM, from Dataverse, that might be another way I guess?

      • Anonymous's avatar
        Anonymous
        Not applicable
        3 years ago

        Hi Qiufen ,

         

        So you're actually trying to get data from the dataverse? Then the data is set up in Dynamic CRM after a query?

         

        Best regards,

        Community Support Team Selina zhu

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