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Dynamics 365 CommunityForums Small and medium business | Business Central, N... Re: Linking Business C...

Small and medium business | Business Central, N...

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Re: Linking Business Central Parent Table with CRM Child Table in Power BI Report Builder

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Posted on by CU25111417-0

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Hi,

I have developed a tool for Power BI Report Builder and created a new report that joins Business Central data with CRM data.

Thank you,

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Dynamics 365 Business Central

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Dr Gomathi MVP, MCT... 395 Super User 2025 Season 2 on at

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That sounds like a solid integration! Are you using direct queries from BC and CRM via OData/API, or are you staging the data in a datamart/data warehouse before reporting in Power BI Report Builder?

Curious about any challenges you faced while joining the Parent Table from Business Central with the Child Table from CRM—especially around data consistency, relationships, or performance.

Would love to hear more about how you're handling security, incremental refresh, and whether you're using Power BI dataflows or Azure Synapse for transformation.

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Gerardo Rentería Ga... 25,390 Most Valuable Professional on at

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Hi

You could publish a post, it would be useful for other colleagues.

Best

GR

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YUN ZHU 95,763 Super User 2025 Season 2 on at

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So the question is?

PS: https://learn.microsoft.com/en-us/dynamics365/business-central/admin-powerbi?wt.mc_id=DX-MVP-5004336

Thanks.

ZHU

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Khushbu Rajvi. 20,952 Super User 2025 Season 2 on at

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Hope this helps: https://community.powerbi.com/t5/Desktop/Linking-Parent-and-Child-Items-Data-in-the-same-Table/td-p/2096994

https://community.dynamics.com/forums/thread/details/?threadid=85b96859-86a5-4484-ba73-704a34405d9f

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