In February, Microsoft released a new version of the Power BI Designer Preview. If you haven’t heard of Power BI, it’s a business intelligence platform that helps make sense of your data through robust querying and reporting features. If implemented correctly—xRM (www.xrm.com) can help with implementation—your team can make effective decisions more quickly than ever before. The idea is to host these reports on a SharePoint site where members of your team can interact with the data.
The Power BI Designer Preview is a client that you can download for free and try yourself. This is the tool that allows you to connect to your database, query the relevant data, and design the reports. Up until now, connecting to a CRM Online database was a little tricky. With the latest update, it’s easier than ever.
From the open Power BI Designer Preview client, click the New Source button in the ribbon.
The Get Data window opens. Select Other > Dynamics CRM Online, and then click Connect.
You are then prompted to provide the URL for the Dynamics CRM OData service.
Where can you find that URL? It’s actually not difficult, and you do not need administrative privileges in CRM Online to find it. In CRM Online, navigate to Settings > Customization > Customizations and click Developer Resources. You are taken to a page that has your organization information. At the bottom is the Organization Data Service section. In it is a link, which is your OData service. You can copy the link, or click it, which opens a new tab. The URL in the address bar of the new tab is your OData link as well. Copy and paste it into the Power BI Designer and then click OK.
The Power BI Designer will then connect to your database and detect the tables of data in it. You can then select the tables you wish to work with, define your queries, and build your report.
If you would like to learn more tips, tricks, and tutorials such as this one, please check out our xRM blog and our Success Portal. If you would like to receive training from our team of experts, please inquire about our QuickStart Training.