After successfully authenticating, you can hit “ Save” in the credentials dialog. Use the Organizational Account credential and click “ Sign in” to provide your Dynamics CRM Online credentials. Once you have copied the entire URL, go to the Power Query ribbon tab and choose the “ From OData” data source (nested under the “ From Other Sources” ribbon button). Copy the full URL for use in Power Query. Clicking on the feed will show you the raw version in your browser. Under Service Endpoints, you’ll see the Organization Data Service, Protocol: OData (REST). To get to the OData feed URL from the dashboard, navigate to the Developer Resources, under Microsoft Dynamics CRM > Settings > Customizations. First you’ll want to sign into your Dynamics CRM Online dashboard. To access Dynamics CRM Online data in Power Query, you’ll need to find the OData feed.
In this post we’ll cover how to get the feed URL from Dynamics CRM Online, import it into Excel through Power Query and create some visualizations using Power View. This is an exciting addition to the data sources that Power Query can connect to and will allow Dynamics CRM Online customers to load their data easily into Excel. In the December update of Power Query, we included a variety of new features including support for Dynamics CRM Online.
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