Dynamics CRM Snapshots using solution template?

Anonymous — Fri, 29 Jul 2016 11:52:42 GMT

Hi All,

I would like to analyse the development of our sales funnel/pipeline by using Power BI and Dynamics CRM Online data. I am looking for the best solution to fix this, therefor I have to make snapshot of CRM data and use them inside a Power BI Report.

Does the Power BI & Scribe solution template (SalesManagement) provides this functionality, to make and store snapshots of data annd use them inside the Power BI model? Or do you have maybe a better alternative?

Ruben

Re: Dynamics CRM Snapshots using solution template?

v-chuncz-msft — Tue, 02 Aug 2016 05:34:58 GMT

Hi Rubenvw,

In your case, just try it first. And there is a special forum Power BI Community for solution templates focused on this, you may reach the team by asking a question or leaving a comment there.

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Dynamics CRM Snapshots using solution template?

Re: Dynamics CRM Snapshots using solution template?