Forum Discussion
jhampson
9 years agoFrequent Visitor
Power Bi Web Dynamics Online
I want to be able to create my report in Power Bi Desktop connecting to Microsoft Dynamics CRM - Sales, then publish it to Power BI Online. Then I want that report\dashboard to auto update from my da...
v-qiuyu-msft
9 years agoCommunity Support
Hi jhampson,
As Dynamics CRM is a online service, it doesn't require any gateway to built connection. After publish to the service, you can enter the credential connect to Dynamics CRM for the data source then schedule refresh like below. For more information, see: Configuring scheduled refresh.
To get data use OData data source, you can click Get Data-> Other-> OData Feed in desktop, then paste the URL you get from the Dynamics CRM:
By the way, you can also make use of the Microsoft Dynamics CRM content pack for Power BI in service.
Best Regards,
Qiuyun Yu