How to connect the views I created on Dynamics 365 with Power BI?

Question

I have managed to connect Dynamics with Power BI but I only see normal tables in the list but not the views. I tried doing something similar to the article here: https://www.linkedin.com/pulse/convert-your-dynamics-365ce-views-power-bi-dataset-matteo-sacco/ but I kept getting an error message telling me that the resource 'my view's name' does not exist. Any ideas?

Answer 1

If you would have followed the post as is - he is doing multiple steps.

1. Creating view in CRM with apt columns and filters
2. Downloading the fetchxml query that was generated for that particular view
3. Encoding the fetchxml content and using in CRM web api endpoint https://yourcrm.api.crm.dynamics.com/api/data/v9.1/opportunities?fetchXml=%3Cfetch...

Once you prepared this URI - you can paste it in browser to see json response. If it works, then use it in PowerBI Odata feed.

One thing to mention is - whenever you are changing the view query, these steps has to be done every single time. There is no shortcut to use the definition stored in CRM view as is in PowerBI directly.

Probably you are changing the view name in place of entity name. ie opportunities , you should not do that. Since Web api is trying to parse your view name as entity - and you are getting "resource not found" error message. :)

Btw, instead of opportunities , use your entity plural name for which view is built. FYI - views are stored in savedquery and userquery tables.