This document describes how to install
and use the Power BI Connector product.
Fenix Solutions Oy
POWER BI
CONNECTOR
USER GUIDE
Version 1.0
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Contents
Installation ......................................................................................................................................................... 2
Usage ................................................................................................................................................................. 4
Move CRM Saved Views to Power BI Online ............................................................................................. 4
Update Power BI Table Manually .............................................................................................................. 5
Active automatic refresh function ............................................................................................................. 5
Automatic refresh datasets ....................................................................................................................... 6
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Installation
To install the product You first need to download the zip-package from the Fenix Solutions web
site. The package can be download here: http://www.fenixsolutions.fi/microsoft-dynamics-crmand-power-bi-connector/ and click the link next to the download text.
After You have downloaded the zip-package do not extract it. Open the browser and login to Your
CRM organization. You need system administrator or system customization privileges to complete
the next steps. In the CRM go to the system settings -> customizations -> solutions and click the
import solution command. This will launch the import solution wizard.
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Choose the zip-package You download previously and follow steps of the solution import wizard.
Once the wizard has completed You can access the Power BI Connector from the application
ribbon (for example sales -> accounts) You need to also add custom security role named Power BI
Connector User to all CRM users which are using the product. To do this go to the settings ->
security -> users and select all the users and click the manage roles command.
Usage
Move CRM Saved Views to Power BI Online
First You need to select CRM Saved view(s) from the CRM Saved Views tab and after that click the
NEW POWER BI DATASET command. Enter the name of the new dataset and if you have licence
to use the automatic dataset refreshing You can choose if You want to update the dataset
automatically to Power BI Online or not.
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Update Power BI Table Manually
To update Power BI Table please first choose one CRM Saved view from the CRM SAVED VIEWS
tab and then move to the POWER BI DATASETS tab. From there please choose one Power BI table
to update and finally click the UPDATE POWER BI TABLE command.
Active automatic refresh function
Click the AUTO REFRESH DATASETS tab and if you don’t have already active this You will see
following message:
If You see this message then please click the about button to aquire Your subscription. Once You
have given licence from us then please paste licence to the field and click save licence.
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If the licence is valid You will seen the information about the number of licences and the expire
date.
Automatic refresh datasets
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AUTOMATIC REFRESH DATASETS tab will list all of Your datasets and tables which You have
specified to be refreshed automatically. You can pause, delete or reactive refresh schedules. You
can also see when the refresh has last time go through successfully.
To select function to be applied to the automatic refresh schedule please select the row and click
the select function cell next to the datasetname column.