Forum Discussion

ayeoh's avatar
ayeoh
New Member
1 year ago
Solved

Upload data from Power BI to Dynamics CRM

Hi, I have created a template of data for direct upload to Dynamics CRM. This template is in my Power BI report. Is there a way to upload the data from Power BI to CRM? Thanks!
Need Help
  • Akash_Varuna's avatar
    Akash_Varuna
    1 year ago

    Hi ayeoh We cannot directly upload data from Power BI to Dynamics CRM. However, you can export the data to Excel or CSV and use CRM's import tools. Alternatively, use Power Automate to automate the upload by triggering it from a shared location. Another approach is using custom scripts with the Dynamics CRM Web API.

    If this post helped please do give a kudos and accept this as a solution
    Thanks In Advance

Akash_Varuna's avatar
Akash_Varuna
Icon for Super User rankSuper User
1 year ago

Hi ayeoh We cannot directly upload data from Power BI to Dynamics CRM. However, you can export the data to Excel or CSV and use CRM's import tools. Alternatively, use Power Automate to automate the upload by triggering it from a shared location. Another approach is using custom scripts with the Dynamics CRM Web API.

If this post helped please do give a kudos and accept this as a solution
Thanks In Advance

ayeoh's avatar
ayeoh
New Member
1 year ago

Hi again Akash_Varuna , one more question. If I want to go with the Power Automate upload, can I then use Power BI or is Excel still better? Thanks.