Dynamics Community Forum Thread Details

How to Hyperlink Power BI Report to Dynamic 365 CRM Record

Please advise how to hyperlink the Power BI report/individual record to Dynamic 365 record (I have GUI as Primary key(Globally Unique identifier)).

Progress so far:

I have created a custom column then added a hyperlink to CRM record, this work okay but is opening one record which corresponds to the GUID, I would like to able to view all the record dynamically from Power BI once I have added only one hyperlink on the custom column. I have applied the below steps but I am unable to progress 3 which will allow dynamically creation of hyperlink.

Basically I am able to view GUID from CRM.

Opportunity Link = “yourorganization.crm.dynamics.com/.../drillopen.aspx” & Opportunities[OpportunityId] & “}&LogicalName=opportunity”

Give the link a name (in this case it’s to the opportunity table, so I’ve named it ‘Opportunity Link’)
Change the first part of the URL (up to the /CRMReports portion) to match the URL for your CRM organization.
Opportunities[opportunityid] is the reference to the recordid field (guid) in the “opportunities” table
Replace ‘opportunity‘ with the schema (logical) name of the entity from CRM

Summary of request:

How to allow users to filter and view the records in a grid or matrix in PowerBI and when they want more detail, they can click to open the corresponding record CRM?

I have followed advice from https://crmtipoftheday.com/782/hyperlink-from-powerbi-to-dynamics365/ and I need help on point number 3 as I can not find this GUID on my CRM where is located on the record.

I used the hyperlink from the record which works okay but now I need to hyperlink all the records dynamically change GUID automatically when clicked on Power BI.

Many thanks.

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