Getting data from Dynamics CRM

[Qiufen]

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:)

[Anonymous]

Hi @Qiufen ,

Information about "Getting data from Dynamics CRM", you can refer to this doc, hope it can help you:

How to connect Power BI and Microsoft Dynamics CRM Online - Microsoft Dynamics CRM Community

Best regards,

Community Support Team Selina zhu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[Qiufen]

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]

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

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[Qiufen]

Hiya, yes the data that I want specifically is set up in Dynamic CRM after a query. But it doesn't have to be dataverse, if there is any other easy option? I tried dataverse because it can connect with, but won't get me the result as the querry set.