Upload data from Power BI to Dynamics CRM

[ayeoh]

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!

[Omid_Motamedise]

Uploading data from Power BI to Dynamics 365 CRM is not natively supported — Power BI is primarily a read-only tool, meaning it's designed for reporting and visualization, not writing data back to source systems like Dynamics CRM.

[ayeoh]

Thanks Omid. What about from Excel to CRM? Thanks.

[Akash_Varuna · Accepted solution]

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]

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.

[ayeoh]

Thanks Akash! I will explore the latter options as I really need to automate the process.