Power BI

{Microsoft Dataverse} Call Custom Action from Power BI

Recently we had a requirement to call Custom Action from Power BI to get the data which can be shown on reports and dashboards.

We have used Web.Contents from Power BI M query to execute Dataverse Custom action from Power BI. We first created a custom action in Dataverse which has 2 input and 2 output parameters. Plugin steps registered on this custom action to return the data in Json format as output.

Once you have activated the custom action, make sure you test this from Rest builder to see if it works as expected. Now open Power BI Desktop->Get Data->Blank query->Righ click on query and select Advance Editor then paste below code.

    TokenUrl = "https://login.microsoftonline.com/" & TokenRequestParam & "/oauth2/token",
    body = "{""client_id"":""" & TokenClient_id & """,""client_secret"":""8yk6t1FG5gXHuJ.~ENgn.0~-O5S1A4mLwP"",""grant_type"":""client_credentials"",""resource"":""" & TokenResource & """}",
    Parsed_JSON = Json.Document(body),
    BuildQueryString = Uri.BuildQueryString(Parsed_JSON),
    Source = Json.Document(Web.Contents(TokenUrl,[Content = Text.ToBinary(BuildQueryString)])),
    #"Converted to Table" = Table.FromRecords({Source}),
    #"Access Token" = Table.SelectColumns( #"Converted to Table", "access_token"),
    AccessToken = #"Access Token"{0}[access_token],


    PowerBIRestCall = "https://powerappsinfylearn.api.crm8.dynamics.com/api/data/v9.1/new_PowerBIRestCall",
    jsonbody = "{""datarequest"":""datarequestsampletext"",""executionrequest"":""executionrequestsampletext""}",
    headers = [Headers = [#"Authorization"="Bearer "&AccessToken, #"Content-Type"="application/json",#"ODATA-MaxCVersion"="4.0",#"OData-Version"="4.0",#"Cache-control"="no-cache"], Content=Text.ToBinary(jsonbody)],
    ActionResponse = Json.Document(Web.Contents(PowerBIRestCall,headers))



You will have to create three parameters as shown in above image. You can create new parameter by clicking on Manage Parameters button from the ribbon.

In Code we first get the access token by passing the Client ID, Secrete and resource which is CRM URL. Once we get access token we are executing our custom action and passing the access token as bearer token.

We are converting the reponse in table and which can later be used for reporting. Once you click on Okay on Advanced editor you will the response as table as shown below.

Hope this helps!

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