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Dynamics 365 Online (legacy)

  • Article

This article provides basic information, prerequisites, and instructions on how to connect to Dynamics 365 Online (legacy) from Power Query.

Summary

Item Description
Release State General Availability
Products Excel
Power BI (Semantic models)
Analysis Services
Authentication Types Supported Anonymous
Windows
Basic
Web API
Organizational account

Capabilities supported

  • Import

Connect to Dynamics 365 Online (legacy) from Power Query Desktop

Power Query Desktop experiences include Power BI Desktop, Excel, and Analysis Services.

To make the connection to Dynamics 365 Online (legacy), follow these steps:

  1. From Get Data, select the Online Services category, select Dynamics 365 Online (legacy), and then select Connect. More information: where to get data

    Screenshot of the Get Data dialog, showing the Dynamics 365 Online (legacy) database selection.

  2. In the window that appears, enter the server name of your Dynamics 365 Online (legacy) instance. You can select Advanced to enter other URL parts.

    Screenshot of the Dynamics 365 Online (legacy) dialog, showing an example format web api url.

    Note

    • The url format is something like https://<tenant>.crm.dynamics.com/api/data/v9.0.
    • The exact format of the URL you use to connect depends on your region. For more information, go to Web API URL and versions (docs.com).
    • If you select the Advanced option, you can append certain additional parameters to the query to control what data is returned. For more information, go to Query Data using the Web API (docs.com).

  3. Select OK.

  4. If you're connecting to this data source for the first time, you can select one of these authentication types: Anonymous, Windows, Basic, Web API, or Organizational account. Enter your credentials and select Connect. The next time you connect, it will remember your credentials.

    Screenshot of the Dynamics 365 Online (legacy) anonymous access dialog, showing the other options along the side.

  5. In Navigator, select one or more files or folders to import and use in your application. Then select either Load to load the table, or Transform Data to open the Power Query editor where you can filter and refine the set of data you want to use, and then load that refined set of data.