Skip to main content
Dynamics 365 general forum
Suggested answer

Fail to get CRM account data.

editSubscribe (0) ShareShare
ReportReport
Posted on by 5

I need to bring Dynamics CRM data into PowerBI. I used Dataverse and I can't see the appointment data, but whenever I tried to get Account data, it always says: the table is empty. Actually we can see accounts from Dynamics 365 CRM front-end.

Dataverse.jpg

Internal Dynamics CRM support team told me that they even assign my account the System Administrator role. I still could not see the data.

Any advice?

THanks

ShaneG

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,934 Super User on at
    RE: Fail to get CRM account data.

    Hi,

    Can you please run below query in your browser instance where you have logged in to crm with your credential

    ORGNAME.crm3.dynamics.com/.../accounts

    Replace ORGNAME with your organizationname.

    If you able to get response and could see account records then ask you internal team to remove your security role and reassign it again.

    Also, create Power BI report from scracth and use multiple methods to check if you are able to get data from any other methods.

    Please mark my answer verified if i were helpful
  • ShaneG Profile Picture
    ShaneG 5 on at
    RE: Fail to get CRM account data.

    Hi Kenneth,

    Yes. I knew how to connect to D365 CRM  though Dynamics 365 (online) and CDS. But I heard Dataverse is the best way. Still trying to figure out.

  • Suggested answer
    RE: Fail to get CRM account data.

    Hi

    There are three ways to connect Power BI to Dynamics. You can try each of them know which works.

    Comparing the three main ways to get Dynamics 365 data into Power BI | crm chart guy

    If this was helpful, please check it as verified to help others finding useful information.

    Welcome to this amazing community.

Helpful resources

Quick Links

What Motivates a Super User?

We know many of you visit the Dynamics 365 Community and Power Platform…

Demystifying Copilot with Georg Glantschnig…

Industry experts answer burning questions directly from our amazing Community…

Setting Up Knowledge Sources for Copilot…

Look at how configuring a comprehensive knowledge base is crucial…

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 283,066 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 222,585 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,138

Product updates

Dynamics 365 release plans