Home > Uncategorized > MS crm 2013/2015 connecting to Power BI

MS crm 2013/2015 connecting to Power BI


Below are the steps to connect CRM ODATA to the Power BI in excel.

1. Make sure you have Power query add-on installed for your excel.

2.If you already have Power query installed you will see new tab in excel “Power Query”

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3.To connect CRM in excel click on power query tab and in the other sources

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4.CLick on other Odata Feed

5.Once you click on OData feed it will prompt to enter Odata feed URL .You can get CRM ODATA URL by going to

settings->Customization->Developer Resources ->Organization Data Service

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6.copy the odata url and paste in the OData feed url sceen

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7.Once you click on ok , it will pormpt to sign in. Clik on Organizational account

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8.Enter the credential of CRM to login and save the connection .

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9.Once you save the connection, it will load all the entities avilable in your crm and you can choose which entity record data you want to load into excel.Once data is loaded you can play around with BI query to make it better.

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