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I downloaded the powerbi templates for dynamics 365 marketing from here: https://github.com/microsoft/Dynamics-365-for-Marketing---Power-BI-Reporting/tree/master/pbx%20files
I used this one specifically: Update MarketingAnalyzers - Marketing Automation.pbix and updated with data from my own tenant.
My only issue is that I cannot do a scheduled refresh online. I keep getting this:
Has anyone used these templates online?
I recommend that you open the respective template file from the template directory on GitHub instead. Then you will be prompted in Power BI Desktop to add the credentials of your organization and your blob storage that you have configured to receive all the marketing interaction data.
Please find documentation here.
If you download the pbx files (that contains some sample data loaded), you need to change the data source in Power Bi desktop in the query designer in the parameters "@CRMOrgUrl, @AzureStorageAccountName, @AzureStorageBlobContainerName". You can also validate the @MarketingAppId and enter the ID of the application instance in your organization. This is used by the Power BI report to open records from the report in your Dynamics 365 for Marketing organization.
When configuring the refresh after uploading from Power BI Desktop to your online Power BI portal, you are asked by this dialog to provide the credentials which Power BI may use to load the data. You will sign in only once with the respective credentials. For CDS data source you will take a user account that has access to your Dynamics 365 org, for the Azure Blob you need to provide the access token for your blob storage account.
just wanted to check whether you have been able to enter the relevant authentication information in order to activate the auto refresh mechanic.
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