Hello everyone,
Is it possible for a Dashboard within Dynamics CRM Online to force the refresh of back-end data which is used in a Power BI report?
Here's my issue....
I have several Power BI reports based around financial data which need to be kept up-to-date. I've created various Dashboards within CRM that show these Power BI reports to CRM users. However, because I'm a Power BI Pro User, I'm only able to set up a scheduled refresh of the Power BI reports 8 times per day, or once every working hour. This means that someone viewing the reports via the CRM dashboard, could be viewing data that is up-to 60 minutes old, or longer if they view it out of hours.
I assumed that the Refresh button on the CRM dashboard would update the underlying data in the Power BI report, but it doesn't. It only seems to refresh the visual in the CRM dashboard based on whatever data it thinks is current at that time.
Ideally I'd like to find a way to update the Power BI report from within the Dynamics CRM Online dashboard, otherwise users will get mightily confused (they're not particularly IT literate and simply won't understand that the data they're seeing is probably not up-to-date).
Any help on this, or any ideas as to how to resolve this issue, would be much appreciated.
Many thanks,
Jon