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    Dynamics CRM picklist

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    ERIC BLANCHE's profile image

    ERIC BLANCHE on 02 Aug 2015 20:13:05

    Hi, we cannot retrieve the labels and codes from any CRM picklist. Then instaed of adding a lot of "replace" rule in the data query, I built a excel file with several tables to make the "transcodification". Basically, I import the Excel file in the powerBi designer and i built some relationships between the tables coming from the CRM and the tables from my Excel file.
    but now, I see that I need to use the Personal Gateway to Schedule a refresh because of this Excel file ...

    Could we not link 2 datasets ? I would then be able to import my excel file manually when required and plan my scheduled refresh against the CRM online much more easily.

    Comments (2)
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    Dennis on 05 Jul 2020 22:24:58

    RE: Dynamics CRM picklist

    '@rob
    Is your XrmToolBox solution still useful/necessary? I see that Power Bi Desktop has, in the Query Editor, the option to expand a record-type field. (Was that feature added to Power BI after you created your plugin?)

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    Robert BOYERS on 05 Jul 2020 22:17:52

    RE: Dynamics CRM picklist

    Hi, we came up with a free community solution for this problem and you can find it in the xrmtoolbox http://www.gapconsulting.co.uk/news-resources/blogs/entryid/141/xrmtoolbox-the-powerbi-option-set-assistant