Customer Engagement & Dynamics CRM Forum

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  • 1.  Power BI and CRM On Premise

    Posted Aug 10, 2019 08:45 AM
    We're starting to roll out a few instances of Power BI.  Is there anything to be concerned about from a performance standpoint regarding this tool hitting our production CRM database?  Microsoft allows it in the cloud so I'm thinking it may be okay.  I don't want to have to define a whole new data warehouse to enable this tool in the organization.  I'd appreciate any thoughts and experiences.

    Donna Liotta
    Manager Business Applications
    National Safety Council
    Itasca IL

  • 2.  RE: Power BI and CRM On Premise

    Posted Aug 12, 2019 10:00 AM
    Hi Donna,
    We are on-prem as well. I have a pretty robust Power BI report built that is connected to MSD and refreshes each night.  I do get complaints from users when I do any refreshes of the entire report during business hours.  Otherwise, all is good.  We connect directly to the SQL server via a gateway. 

    Tim Dailey
    Sr Marketing CRM Administrator
    Starkey Hearing Technologies
    The CRM Dude (freelance consultant)
    Eden Prairie MN

  • 3.  RE: Power BI and CRM On Premise

    Posted Aug 13, 2019 01:27 AM

    Hi Donna


    As Tim suggests, using the PowerBI Gateway to connect to the On-Premises SQL is the way to do it. It's fairly easy to set up, can't really break anything. Give it a go.


    The Gateway provides a conduit from PowerBI to On-Premises SQL. You still design your PBI using the PBI Desktop then publish them to the PBI cloud and connect to the D365/CRM DB via the gateway.



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