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Microsoft Dynamics CRM (Archived)

Alternate approach to Data Warehousing

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Hi guys,

As the title suggests, I'm looking for alternate solutions to Data Warehousing.

I work in a relatively small organization and we use Dynamics 365 and Dynamics NAV. I have been using "Dynamic Excel extracts" from both system to create reports, dashboards, etc. I've read about "Power BI dataflows" and I think it's something that I can eventually use as a solution, when it's live.

I was wondering, whether Microsoft Flow and Power Apps could help me achieve my solution with what I've got - dynamic spreadsheets.

Is there a way I can schedule flow to extract an entity to a spreadsheet regularly? I can build the data model and then perhaps find out a way refresh the spreadsheet automatically and build all my reports using Power BI from this spreadsheet?

Regards

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  • Suggested answer
    Kokulan Profile Picture
    18,054 on at

    Hi

    You may not be able to use Flow Dynamics 365 connector as it does not support exporting data from Dynamics 365 please see the link below

    docs.microsoft.com/.../dynamicscrmonline

    But you can definitely user the List or Get List method in the connector to get the data you need (you con also filter using query - so you dont really need an excel export).  And if the data import is for Power BI, you could insert the data into CDS using flow anyway

    You can definitely trigger flow on a schedule please see the link below

    docs.microsoft.com/.../run-scheduled-tasks

    I would recommend you first give flow a go and see if you run into limitations. If you do, you can create custom connector and most complex logic to that or instead of flow you cold create an Azure Function (possibly with Durable Function)

    docs.microsoft.com/.../functions-create-first-azure-function

    docs.microsoft.com/.../durable-functions-overview

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