Forum Discussion
Periodic Data Refresh on PowerBI
I am guessing that by Dynamics Online you are talking about D365. In that case you do not need a Gateway.
Check out this article https://technet.microsoft.com/en-us/library/dn708055.aspx and scroll down to the section that says Use Power BI Desktop to connect directly to your Microsoft Dynamics 365 (online) instance.
Also at the very top of this article it specificall states "The Power BI for Office 365 cloud service works with Microsoft Dynamics 365 to provide a self-service analytics solution. Power BI automatically refreshes the Microsoft Dynamics 365 (online) data displayed."
with automatically being the most important word in that paragraph.
First of all Microsoft has not yet update my production environment to D365 as alredy done for the staging (in the next days also the production environment will be updated)
In any case, link you provided seems not available at the moment.
My problem is not with PowerBI Desktop.
My workflow is as follow:
- Define data model on powerbi desktop by connecting to the Dynamics on cloud resource: it works fine.
- Define report of powerbi desktop: it works fine
- Publish online from powerbi desktop: it works fine
- Create dashboard for user on powerbi PRO online: it works
- Automatically update data on data set and then on report and dashboard: no way to do that without gateway
regards,
fabrizio