CData Power BI Connector for Microsoft Dynamics CRM

Overview

The CData Power BI Connector for Microsoft Dynamics CRM offers self-service integration with Microsoft Power BI. The connector facilitates live access to Microsoft Dynamics CRM data in Power BI from the Get Data window. The connector also provides direct querying to visualize and analyze Microsoft Dynamics CRM data.

Getting Started

The Getting Started section covers all you need to know about installing, configuring, authenticating, and establishing a connection.

Using the Data Connector

This section provides a walk-through of how to query data through Direct Query and Import data access methods. Once the data is queried, Data Visualization can be used to create and shape data.

Advanced Features

Advanced Features details additional features supported by the connector, such as creating user defined views, ssl configuration, remoting, firewall/proxy settings, and advanced logging.

SQL Compliance

See SQL Compliance for syntax reference and code examples outlining the supported SQL.

Data Model

See Data Model for information on the available database objects and how to use SQL to work with Microsoft Dynamics CRM APIs. This section provides more detailed information on querying specific Microsoft Dynamics CRM entities.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.