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Dynamics365 Views as datasource in Power BI

  • 1.  Dynamics365 Views as datasource in Power BI

    Posted Nov 15, 2019 07:45 AM
    I wonder if it is possible to use a 'View in Dynamics365' as a dynamic datasource to be uploaded into Power BI.
    If this were possible I had much smaller tables from the beginning to build a data model.







    ------------------------------
    Harald Jabinger
    Head BD
    ATP AG
    Innsbruck
    0512 5370-1411
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Dynamics365 Views as datasource in Power BI

    Top Contributor
    Posted Nov 15, 2019 02:36 PM
    HI Harald !

    You can use D365 views as data source in PBI. When you are referring to dynamic DS meaning you can change the DS later on keep in mid that schema of tables should be same you can change the pointing from 1 server to another, or 1 database to another.

    Try setting up a Test environment & build your Data Model than later on point it to Prod environment

    You can do this by enabling Parameterization in Data source.

    Regards,

    ------------------------------
    Hasham Bin Niaz
    Director Data & Analytics
    Karachi, Pakistan
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Dynamics365 Views as datasource in Power BI

    Posted Nov 19, 2019 04:52 AM
    Hi Harald,

    It sounds like Power Query Builder for XRM Toolbox might be what you're looking for - https://crmchartguy.com/power-query-builder/
    The video takes you through it all but you can see around the 3 minute mark where views are being used to build power queries.

    We're just getting started with D365 and Power BI but so far we have found this tool to be very helpful.

    Regards,

    ------------------------------
    Sean O Malley
    AIG
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Dynamics365 Views as datasource in Power BI

    Posted Nov 19, 2019 06:00 AM
    Dear Sean,
    this looks really promising and helpful . I saw the Video and I am enthusiastic regarding the tool.
    Many thanks - I will use it and give Feedback.
    Best regards,
    Harald

    ------------------------------
    Harald Jabinger
    Head Business Development
    ATP AG
    Innsbruck
    0512 5370-1411
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Dynamics365 Views as datasource in Power BI

    Posted Nov 28, 2019 01:42 AM
    Follow-up Question for Power Query Builder, XRM Toolbox - this was the perfect hint and it works good with power BI - many thanks to Sean.
    New: Is something similar available for Power Pivot xls? Copy/paste into Extended Editor does not work (error: must not convert table into text).
    BR Harald




    ------------------------------
    Harald Jabinger
    Head Business Development
    ATP AG
    Innsbruck
    0512 5370-1411
    ------------------------------

    Academy - Online Interactive Learning from Experts