Solved: Dynamics CRM Snapshots using solution template?

Anonymous · ‎07-29-2016

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

v-chuncz-msft · ‎08-01-2016

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.

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

v-chuncz-msft · ‎08-01-2016

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.

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.