Creating CRM with Power BI...

[Skosmek]

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, but I am stuck on where to start...

If i can get any advice, or there is an example / templates that I can look at, it is extremely helpful.

Please let me know if you have any questions.
Thank you,

[Docsionne]

Creating a CRM from Power BI sounds like an exciting project! When I was tackling a similar challenge for a small business, I found it helpful to start with defining the key metrics and data points I wanted to track. Power BI's flexibility allows you to visualize and analyze data effectively.

As for CRM functionalities, have you considered looking into Sugar CRM? It's known for its user-friendly interface and robust features for managing customer relationships. Integrating such tools with Power BI can streamline your data management and reporting processes.

[v-henryk-mstf · Accepted solution]

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]

Advice 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.