Customer Engagement & Dynamics CRM Forum

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Power BI/CRM

  • 1.  Power BI/CRM

    D365UG/CRMUG ALL STAR
    Posted 11 days ago
    I am trying to connect Power BI to CRM and it says our data set is too large. I tried this using Sales Analytics for D365 Sales.  There are some cool charts and graphs there that we wanted to check out.  I just know nothing about Power BI. This is the error i receive. Any suggestions? Thank you!

    thank you!  Laura


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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
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  • 2.  RE: Power BI/CRM

    Posted 11 days ago
    Edited by Andrew Vasiliou 11 days ago
    Hi, it could be a limitation of the content pack Sales Analytics for D365 Sales, check out these articles from the Power BI community site which may steer you in the right direction...
    Connect between Power BI service and Microsoft Dynamic CRM online

    Online Service Functionality in Power BI





  • 3.  RE: Power BI/CRM

    TOP CONTRIBUTOR
    Posted 11 days ago
    Hi Laura,

    As Andrew mentions, that is a limitation of the pre-built content pack that Microsoft created.

    It is possible to modify the report and remove that limitation, however, that report is using the Dynamics 365 API connector which will have performance issues. The best approach is to create a new report using the newest Dataverse connector in Power BI.

    PBI Dataverse Connector


    Best Regards,

    Mike

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    Mike Hammons
    Director, Business Intelligence
    AKA Enterprise Solutions
    GA
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