[ad_1]
Microsoft is constructing plenty of cloud based mostly applied sciences lately and Microsoft Dynamics CRM is just not an exception. With a strong information visualisation instrument like Energy BI Microsoft took an incredible step to combine Dynamics CRM and Energy BI which implies you’ll be able to simply join from Energy BI web site and Energy BI Desktop to a cloud based mostly Microsoft Dynamics CRM occasion. On this article I categorical a step-by-step tutorial to have the ability to join to connect with Dynamics CRM from Energy BI web site in addition to Energy BI Desktop.
- You’ll be able to solely hook up with Dynamics CRM On-line (Cloud based mostly Dynamics CRM) from each Energy BI Desktop and Energy BI web site. When you have an older model on-premises Dynamics CRM and also you’re keen to create visualisations on Energy BI then you could hook up with the CRM database on SQL Server occasion similar to another SQL Server databases.
- It’s good to have a legitimate OData URL for a Dynamics CRM On-line occasion and an administrator should allow the OData endpoint within the CRM web site settings. To seek out the OData endpoint tackle:
- After shopping your CRM On-line in a browser click on “Customizations” from “Settings”
- Click on “Developer Assets”
- Scroll down after which you’ll be able to see OData URL below “Group Information Service”
- Copy the OData URL, we’ll want this URL to connect with Dynamics CRM On-line from each Energy BI web site and Energy BI Desktop
- It’s best to hook up with Dynamics CRM On-line utilizing the identical consumer account as your Energy BI web site. So when you’ve got a distinct Energy BI account then sadly you could create a brand new account in Energy BI which is similar to your CRM account.
- Your browser’s popup blocker ought to be disabled or you must exclude https://login.microsoftonline.com out of your popup blocker.
- As Microsoft Dynamics CRM is built-in with Energy BI you could have Workplace 365 subscription. In case you don’t have Dynamics CRM On-line and Workplace 365 subscription, however, you’re keen to find out how Energy BI and Dynamics CRM On-line work collectively you’ll be able to join a 30-day trial of Microsoft Dynamics CRM right here. There’s additionally a trial information for Microsoft Dynamics CRM On-line and Workplace 365 right here.
Get Information:
- Browse and register to Energy BI web site from a browser
- Click on “Get Information”
- From “Content material Pack Library” click on “Providers”
- Click on “Microsoft Dynamics CRM” then click on “Join”
- Previous the OData URL you copied earlier than then click on “Subsequent”
- In case you get the “Parameter validation failed, please be certain that all parameters are legitimate.” error message then you definitely in all probability forgot to take away the ahead slash (/) from the OData URL.
The OData ought to be one thing like this:
https://[tenant].crm5.dynamics.com/XRMServices/2011/OrganizationData.svc
somewhat than
https://[tenant].crm5.dynamics.com/XRMServices/2011/OrganizationData.svc/
- Choose “oAuth2” from “Authentication Methodology” drop down listing then click on “Signal In”
- Now you’re connecting to Workplace 365. Check in to your workplace 365 account and click on on “Work or college account”. Bear in mind, you must use the identical consumer account as your Dynamics CRM On-line account right here.
NOTE: Your popup blocker ought to be disabled.
- Check in to your Workplace 365 account
- Voila! You’ll be able to see a predesigned dashboard prepared to make use of in your Energy BI web site.
Schedule Refresh:
- Discover the Dynamics CRM in “Datasets” pane then click on “Open Menu” ellipsis
- Increase “Information Supply Credentials” and “Schedule Refresh” and setup the specified schedule
Get Information:
- Open Energy BI Desktop
- Seek for “CRM” to simply discover the connector then click on join
- Previous the OData URL you copied earlier than
- Bear in mind to take away the final ahead slash from the tip of the URL
- Click on OK
- You’ll be able to search the tables and choose these ones you want then click on “Load”
- Now you’ll be able to create your visualisations. I’m not going to clarify how to do this as it had been coated right here.
- Publish the visualisation to Energy BI web site by clicking on the “Publish” button from the ribbon bar
Schedule Refresh:
- From Energy BI web site discover your newly revealed dataset from “Datasets” pane
- Click on “Open Menu” ellipsis
- Click on “Schedule Refresh”
- Click on “Edit Credentials” below “Information Supply Credentials”
- Choose “oAuth2” from “Authentication Methodology” drop down then “Signal In”
- Connect with Workplace 365 utilizing your credentials
- Increase “Schedule Refresh” and setup the specified schedule
All performed!
Associated
[ad_2]