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Tuesday, June 11, 2019

How to get Dynamics CRM – Online Data into Power BI


In this post we will see how we can get Dynamics CRM data into Power BI.
Open power bi desktop Go to à Home Tab à click on Get Data it will open all available data sources.

Select Dynamics D365 à Provide your web API URL of D365 instance. It will load all entity select required entity.




Provide your CRM instance organization URL



Provide your CRM instance credentials in the Organization account tab.


After clicking on ok it will load all your entities. like as

Select the entities on which you want to perform reporting operation.





After Selection of Entities Power BI Home Page will appear as shown below.