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Creating CRM with Power BI...
Hello Power NI Community! I was wondering if you guys can help me out... I am on project of creaing a CRM from Power BI, instead of subscribing... I am sure there are a lot of ways to do it,...
Hi Skosmek ,
There are many templates for CRM projects on powerbi service for you to use.
The following blog provides information about the integration of PowerBI and Dynamics 365 CRM.
PowerBI and Dynamics 365 CRM – a first integration – C Clear Partners (c-clearpartners.com)
Easy way to connect Microsoft Dynamics CRM with Power BI (bibook.com)
Best Regards,
Henry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
lbendlin
Super User
Super UserAdvice would be to look elsewhere. Power BI is not a CRM tool by any stretch, It is a reporting tool with extremely limited write-back capabilities.