The CData Power BI Connector for Microsoft Dynamics CRM supports several operations on data, including querying, deleting, modifying, and inserting.

SELECT Statements

See SELECT Statements for a syntax reference and examples.

See Data Model for information on the capabilities of the Microsoft Dynamics CRM API.

Names and Quoting

• Table and column names are considered identifier names; as such, they are restricted to the following characters: [A-Z, a-z, 0-9, _:@].
• To use a table or column name with characters not listed above, the name must be quoted using square brackets ([name]) in any SQL statement.
• Parameter names can optionally start with the @ symbol (e.g., @p1 or @CustomerName) and cannot be quoted.
• Strings must be quoted using single quotes (e.g., 'John Doe').

Dynamics 365 and on-premise instances since CRM 2013 support bulk operations. The connector abstracts the Microsoft Dynamics CRM bulk API into SQL. The following sections describe the SQL you can use to execute bulk operations to Microsoft Dynamics CRM.