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Anonymous's avatar
Anonymous
Not applicable
6 years ago
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Scheduled refresh problems + questions (Dynamics 365)

Hi, everyone I have some questions regarding configuring a scheduled refresh. I am working on a CRM-project with Dynamics 365 and Power BI. As they are both microsoft I expected it to connect and aut...
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  • Anonymous's avatar
    Anonymous
    6 years ago

    Hi Anonymous ,

    First, when you need to install gateway? It depends on where your data source located... If the data source is located on-premises, you need a gateway. For online or cloud-based data sources, no gateway is required. You can get more details about gateway in this documentation.

    For online service providers( like Dynamics 365), refresh usually occurs once-a-day. This is an Automatic refresh. If you configure a scheduled refresh for data source, it will refresh on the specific time points. Power BI limits datasets on shared capacity to eight daily refreshes. You can refer this documentation for configure schedule refresh.

    Best Regards

    Rena

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Hi Anonymous ,

Besides the data source Dynamic 365(online), is there other data sources be used in your dataset? Could you please provide the screen shot of schedule refresh configuration page in your Power BI Service?

In addition, please check if the solution in this thread can help you.

Best Regards

Rena

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Hi Anonymous this indeed was the problem, I had an on-prem excel mapping table source... I moved that to a cloud database as well and the scheduled refresh is working now!