Forum Discussion
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!
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
5 Replies
- Akash_Varuna
Super User
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 AdvanceThanks Akash! I will explore the latter options as I really need to automate the process.
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.
- 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.
Thanks Omid. What about from Excel to CRM? Thanks.
