adding links to Salesforce opportunities

[Anonymous]

Hello everyone, 

I want that people with access to my Reportings can click on the Opportunity-name and Salesforce opens up with the opportunity they´ve clicked on. I know, that u can connect Microsoft Dynamics with PowerBI to get those links for eample. Is that somehow possible with Salesforce?

Thank you guys! 🙂

[v-easonf-msft · Accepted solution]

Hi, @Anonymous 

Do you mean that you want to create a URL field in Salesforce that would take the user to a PowerBI report and  automatically filter the report page by the ID from the link they clicked in Salesforce？

If so, you may need to add query string parameters to the URL to pre-filter the report. Please refer to this similar thread.

URL Link in Salesforce to Open PowerBI and Push Filter 

Related document:

Filter a report using query string parameters in the URL 

Best Regards,
Community Support Team _ Eason

[Anonymous]

Hey Eason, 

actually i want it in the other direction. People that use my PowerBI Report should click on a opportunity  name, which automatically opens the Salesforce on their browser. So the PowerBI Report should be used as a tool.

Thanks for the help so far! 

Eriksen