Dynamics Community Forum Thread Details

Use CRM reporting extention with Power BI reporting services

Hi all,

I have a customer with a CRM 2016 on premise.
Everything was working fine untill we did a export/import database to our Quality environment and noticed the CRM server was saying the Reporting Extention wasn't installed on the report server.
After looking through it, we discovered another partner upgraded the SSRS to Power BI reporting services without our knowledge...

I've looked through as much documentation I can find and can't fnd any requirement stating Power BI reporting services is supported. It all mentions SQL Server reporting services.
My question is:

Does anybody have any experience with this?

Thanks in advance!

Tim

Hey Tim,

Yes, you won't be able to resolve this error unless CRM reporting extensions are installed and configured on one of the available SSRS instance on the local network.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/deploy/install-dynamics-365-reporting-extensions-command

Also, any life-cycle operations like import or create a new org on the CRM deployment would fail due to the absence of reporting extensions so anyways, we would need to bring one SSRS instance where the CRM Srs data connector set up can be installed.

I am aware that Power BI desktop client works with OAuth which is basically a delegated authentication framework. Power BI can connect with Dynamics 365 CE on-premises using OAuth however, this would require you to enable OAuth Configuration on CRM server and register the Power BI client app on ADFS server.

Yes, it has not been documented yet with Dynamics 365 CE on-premises however since we know that Power BI and Dynamics 365 supports OAuth, this configuration should work with on-premises deployments with IFD.

One of the partners experience with Power BI client app set up with Dynamics 365 CE on premises is here ::

https://www.cobalt.net/connecting-power-bi-microsoft-dynamics-365-premises/

I believe in your case the SSRS has been migrated to Power BI online cloud service and the options that I can think of for the cloud users consuming Power BI services to fetch CRM on-premise data would be through Power BI on-premises data gateway or Power BI Desktop client (Bring multiple data sources). I have not tested this gateway connector yet but I am sure that this would connect with on-premises SQL services which holds CRM data.

https://docs.microsoft.com/en-us/data-integration/gateway/service-gateway-onprem-indepth

Please mark my comments as answered if this helps.

Thanks,

Saurabh

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