The following post is for our English audience and is regarding how to setup PowerBI to use data coming from Dynamics CRM (please forgive the printscreens in French as the original post is in my native tongue)
Nota bene: in the example below, we use a Dynamics CRM 2013 Online organization hosted in Office 365, but the principle remains the same whether you use Online or OnPremise organization.
PowerBi uses Excel, enrcihed with some add-ins that enable the connection to external database:
Download Power Query
Download or activate PowerPivot :
For Excel 2010, PowerPivot can be downloaded:
For Excel 2013, you just need to activate it:
Open Excel and go to File/ Options
Select « Complements COM » and check Microsoft Power Pivot pour Excel 2013:
You should now see 2 additional tabs when you open Excel:
Once Excel is configured with these add ins, you can start delcaring where you want to get the data from.
Identify the ODATA Service URL in Dynamics CRM :
In your Dynamics CRM organization, go to Setup/Customization/Developer ressources :
and copy the URL for ODATA (ODATA REST Protocol):
This URL should be like :
In Excel, in the PowerQuery Tab, go to “connect to external data”/ “from other sources”:
and select the “from ODATA”
By default, Excel will consider that you want to connect anonymously. This will cause troubles to access the data, so you must identify the user you use to access the data.
You do this in « Basic » or « Enterprise Account»
paste the URL for ODATA service that you identified previously.
Once the connection is done, you have access to the tables you need from Dynamics CRM and you can start building your reports:
I hope this helped!