Forum Discussion

PBI_Curve's avatar
PBI_Curve
Icon for Helper I rankHelper I
8 years ago

Tracking Contact and Account with Activities Data from Dynamcis CRM

Can't find a similair enough case for a solution for this, anyhow, here's my issue:   I use Dynamics 365 CRM to which our staff track emails, phone calls, appointments etc. in the activities - usua...
Need Help
v-yulgu-msft's avatar
v-yulgu-msft
Icon for Microsoft Employee rankMicrosoft Employee
8 years ago

Hi PBI_Curve,

 

Are you talking about analysing data in Power BI report?

 

Regards,

Yuliana Gu

  • PBI_Curve's avatar
    PBI_Curve
    Icon for Helper I rankHelper I
    8 years ago

    Hi v-yulgu-msft,

     

    Yes, the idea is to pull all "Activity" data (i.e. tracked emails, logged phone calls, meetings etc.) from Dynamics into a PBI Report that gives a high level overview of 'engaged' contacts/accounts.