The CData Power BI Connector for Microsoft Dynamics CRM is built on top of an ODBC driver. This section discusses how to install the connector, create a DSN, and connect from Power BI.

Installing the Connector

Installing the Connector is a step-by-step guide for how to manage the installation process.

Creating a Data Source Name (DSN)

Creating the Data Source Name describes the process to authenticate and connect to Microsoft Dynamics CRM.

Microsoft Dynamics CRM Version Support

The connector models CRM on-premise or hosted Microsoft Dynamics 365 instances as read/write, relational databases. The connector uses versions 2011+ of the CRM Web Services APIs to connect to Dynamics CRM data. The connector supports forms-based and claims-based authentication to the API.

For an introduction to Visualizing Data using the CData Power BI Connector for Microsoft Dynamics CRM.