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 automate quite easiliy. However after building the dashboards I had some trouble with setting up the scheduled refresh because I need a gateway. I have read some articles about this but it was very unclear to me. So I have a few questions: 1. Can I configure a scheduled refresh with Dynamics 365 whitout having to install a gateway? + If I don't want a gateway should I push the data to another source (SQL Server or Azure blob storage)2. If I have to install a gateway, where should I install it? Are there limitations / costs / etc?3. What are the downsides of ahving to use a gateway? I have read these articles, but because my technical knowledge isn't super good, I am still confused:https://docs.microsoft.com/en-us/power-bi/refresh-datahttps://docs.microsoft.com/en-us/power-bi/power-bi-data-sourceshttps://docs.microsoft.com/en-us/power-bi/service-gateway-enterprise-manage-scheduled-refreshhttps://docs.microsoft.com/en-us/power-bi/service-gateway-enterprise-manage-scheduled-refreshhttps://docs.microsoft.com/pt-br/data-integration/gateway/service-gateway-installhttps://docs.microsoft.com/en-us/data-integration/gateway/service-gateway-installhttps://docs.microsoft.com/en-us/power-bi/service-gateway-onprem thanks in advance

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 RegardsRena

Scheduled refresh problems + questions (Dynamics 365)

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