Forum Discussion
How to connect Power BI to Source Link?
Hi! I’m trying to see if there’s a way to connect the CRM we use in our organization (Source Link) to a dashboard/report built in Power BI. The goal is to keep our team’s operations as automated as possible and to create visualizations that provide near real-time information, allowing us to work more efficiently. Can someone help me?
You can connect with CRM with multiple ways as mentioned under:
Direct API Connection – If your CRM provides a REST API, you can connect using Power BI Web connector or Power Query (M) scripts to pull data on a schedule.
Database Connection – If the CRM stores data in a SQL Server, MySQL, or PostgreSQL backend, you can connect Power BI directly to that database.
Dataflow / Fabric Integration – Use Microsoft Fabric Dataflows Gen2 to automate data extraction and transformation from your CRM to a Lakehouse or Warehouse, then build your dashboard on top.
Third-Party Connectors – Some CRMs offer built-in Power BI connectors or can be connected via tools like Power Automate, Zapier, or Azure Logic Apps for near real-time sync
5 Replies
- pbiuseruk
Resolver IV
I can't see a connector for Source Link.
If you need near-real time then a good way to do that is to make a datawarehouse/lakehouse within Fabric and then bring in the data sourcelink. You could look to see if you're able to push changes from sourcelink into the warehouse/lakehouse and if you are - then you can set up a directlake connection to the lakehouse or directquery to the data warehouse and your data will be near real time or real time.
There's alot of different ways to do this but I can't think of any ones, which won't require some data engineering skills. If you somehow find that the connector does exist though (even through an odbc connection/driver), then I'd suggest going with that approach and seeing if the connector supports direct query.
One other thing to think about is that if you're trying to drive actions from the CRM things, which are happening - Power Automate might be more appropriate to give people notifications to drive that behaviour. - tayloramy
Super User
Hi JamieC66,
I don't think there is a native connector for Source Link.
Is this a cloud hosted CRM or is it hosted on prem? If it's hosted on prem and you can get access, you can probably connect power bi directly to the database that the CRM sits on.
Otherwise, a common pattern I see used is scheduling exports from the CRM and ingesting those into a database (or a fabric lakehouse/warehouse) and then have your reporting sit on top of that.
If you found this helpful, consider giving some Kudos. If I answered your question or solved your problem, mark this post as the solution.
- AnonymousNot applicable
Hi JamieC66,
I would also take a moment to thank tayloramy , pbiuseruk for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.
I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions.
Regards,
Community Support Team.- AnonymousNot applicable
Hi JamieC66,
I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We are always here to support you.
Regards,
Community Support team.
- Murtaza_Ghafoor
Super User
You can connect with CRM with multiple ways as mentioned under:
Direct API Connection – If your CRM provides a REST API, you can connect using Power BI Web connector or Power Query (M) scripts to pull data on a schedule.
Database Connection – If the CRM stores data in a SQL Server, MySQL, or PostgreSQL backend, you can connect Power BI directly to that database.
Dataflow / Fabric Integration – Use Microsoft Fabric Dataflows Gen2 to automate data extraction and transformation from your CRM to a Lakehouse or Warehouse, then build your dashboard on top.
Third-Party Connectors – Some CRMs offer built-in Power BI connectors or can be connected via tools like Power Automate, Zapier, or Azure Logic Apps for near real-time sync