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Small and medium business | Business Central, N...
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unable to connect PowerBI to Dyamanic 365 on-premises

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Posted on by 5

Hello,

I am using Power BI Desktop (May 2020 version) and Dynamic CRM 365 : Version 1612 (9.0.13.11) (DB 9.0.13.11) on-premises

I need to create a Report in PowerBI and import it to Dynamics CRM 365 as a Dashboard.

1/  Problem Get Data From Dynamics CRM 

In PowerBI Desktop  I do not the have the option Dynamic CRM 365 (on-Premises)  to GET DATA and if I try to use the connector Dynamic CRM Business Central 365 (on Premises) , the Connection is Refused.

Could you advice me which connector should I use in PowerBI Destop to get data from my Dynamic CRM 365 (on-Premises) ?

2/ Publish PowerBI Report In CRM: 

I order to be abel to import PowerBI Report in Dynamics CRM 365 as a Dashboard I activated the option in Settings/Administration /System settings/ Reporting / Allow Power BI visualization embedding.

As showin in https://docs.microsoft.com/en-us/powerapps/user/add-powerbi-dashboards#privacy-notice  , image :

now I should have the option to import PowerBI dashboard, but this option not avaiblable for me.

Is there other customizations to do in order to have the option  (PowerBI Dashboard ) in my CRM ?

Regards

  • Suggested answer
    Marco Mels Profile Picture
    on at
    RE: unable to connect PowerBI to Dyamanic 365 on-premises

    Hello,

    Please redirect this question to the CRM forums.

    Thanks.

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