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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Retrieving lookup fiel...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Retrieving lookup fields using Power BI

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Posted on by Jason Yeung 6

Hi,

I'm creating a Power BI report which queries Dynamics CRM using an oData URL. I was able to retrieve various entities like account, opportunities and leads. Within each of these entities are lookup fields. For example, the Accounts has a lookup field named "Relationship Type".

I was wondering if there is an entity in the CRM that stores the lookup fields? (in the account table, it displays a number, which is probably used to lookup the actual value of the entity).

Sincerely,

Jason

I have the same question (0)
  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Hi Hason Yeung,

    Lookup is giving you a GUID, if you need its name, then you need to retrieve a relationship table with its primary name column.

    Let me know if I can provide any additional details.

    Thanks

    Regards,

    Abdul Wahab

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at

    Hi,

    I would recommend you to use Common Data service connector which gives you the lookup field name value in the same table.

    docs.microsoft.com/.../data-platform-powerbi-connector

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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