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Building Dynamics CRM 2015 Dashboards with Power BI by Steve Ivie

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Connecting to Dynamics CRM

You just learned how to set up and configure Power BI sites and the Power BI Designer. Now you will learn how to connect the Power BI Designer to the Dynamics CRM Online instance and put data entities into Power BI.

For our sales productivity dashboard, we will use the following Dynamics CRM entities:

  • Users
  • Leads
  • Accounts
  • Opportunities

Checking requirements

Before we connect to Dynamic CRM with the Power BI Designer, let's quickly review the general requirements:

  1. A user must specify a valid OData URL for a Dynamics CRM Online instance. The connector will not work with an on-premise CRM version.
  2. Enable the OData endpoint in the site settings with Dynamics CRM. Then, select Settings | Customizations | Developer Resources. The OData ...

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