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Power BI and CRM On Premise

  • 1.  Power BI and CRM On Premise

    TOP CONTRIBUTOR
    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.

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    Donna Liotta
    Manager Business Applications
    National Safety Council
    Itasca IL
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    Conference-CRMUG_200x200


  • 2.  RE: Power BI and CRM On Premise

    TOP CONTRIBUTOR
    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.


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    Tim Dailey
    Sr Marketing CRM Administrator
    Starkey Hearing Technologies
    The CRM Dude (freelance consultant)
    Eden Prairie MN
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    Conference-CRMUG_200x200


  • 3.  RE: Power BI and CRM On Premise

    SILVER CONTRIBUTOR
    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.

     

    Pete




    Conference-CRMUG_200x200


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