Power BI - Dynamics CRM

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Hello CRM Experts,

What are the steps to be followed to integrate on-premise Dynamics CRM 2015 with Power BI. Links for the documentation and software is appreciated.

Thank you for your help

harihar

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Community Member on at

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It does not work with on-premise unfortunately. This guy came out with a workaround but I personally have not tested it out: blog.cobalt.net/.../excel-odata-feed-from-dynamics-crm-on-premise-or-ifd

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mreed on at

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Integrating to on-premise is very challenging and requires quite a bit of customization to make it work. Microsoft has received feedback that people would like it added to the roadmap but this has yet to be done. Hopefully soon they will allow this option but in the meantime I would suggest using Power Pivot and your SQL Database.

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Community Member on at

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What about through Azure Service Bus?

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Community Member on at

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Meghan, Thank you for your suggestion. Could you please point me to the documentation on how we can use Power Pivot/SQL DB.

Shania, Thank you for your inputs. Can you please help share some docs /blog?

FYI: We have an on-premise install.

best wishes,

harihar

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mreed on at

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Harihar,

I can - here are some links that provide some basic information. There are a variety of ways that this can be accomplish so I would suggest reading through those and then deciding what is best based on your comfort level.

www.microsoft.com/.../export-to-an-excel-pivottable.aspx

yanivrdt.wordpress.com/.../powerpivot-microsoft-dynamics-crm-2011-part-1-2-2

blogs.microsoft.co.il/.../powerpivot-amp-microsoft-dynamics-crm-2011-part-2

The 2nd articles are 2011 however, the process is still the same and the walkthrough provides great support on how to accomplish this process.

Hope this helps. If it does please mark as a Verified Answer. Thank you.

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Aileen Gusni 44,524 on at

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Hi Harihar

As I undestand power bi currently only for crm online.

You can recommend other BI tool.

Or yes do power query in excel retrieving data from odata.

Thanks

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Thank you Aileen.

best wishes,

harihar

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Aileen Gusni 44,524 on at

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Hi Harihar

It might not the answer you were expecting to but yeah only available for online now.

You can try to recommend using excel or other advance BI like tableu zap or clickview

Hope this helps you to close the thread.

Thanks

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