Use Power BI with Microsoft Dynamics CRM

  • Article

 

Applies To: Dynamics CRM 2015

You can author Power BI reports using Excel or Power BI Desktop with Microsoft Dynamics CRM (on-premises) and share them by using the Power BI cloud service.

Author your own Power BI reports and dashboards

To use Power BI with Microsoft Dynamics CRM (on-premises), follow these steps. Notice that automatic data refresh isn’t available.

  1. Configure the standard OData Feed connector to your Microsoft Dynamics CRM (on-premises) system by using Windows or OAuth authentication. You do this by creating an account on the Power BI site and then selecting the OData Feed connector.

  2. Build reports with Microsoft Office Excel or Power BI Desktop.

  3. Upload your reports to Power BI and build dashboards

  4. Refresh reports locally with Power BI Desktop and then upload them again either by refreshing with Excel or Power BI Desktop.

See Also

Extend CRM with integration and solutions

© 2016 Microsoft Corporation. All rights reserved. Copyright