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How to Connect CRM to Power BI for Advanced Data Analysis

Published by Shawna Sharma at March 9, 2023
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Businessman investment accounting analysis company financial report balance statement

Connecting your CRM to Power BI can provide valuable insights and data visualization capabilities for your business. This video walks you through each step of the process, starting with opening the Power BI app and selecting Dynamics 365 Business Central from the search bar. The tutorial covers signing in to Dynamics 365 Business Central, loading the data into Power BI desktop, creating visuals and reports, and publishing the dashboard to your workspace. By the end of the video, you will have the necessary knowledge and skills to connect Dynamics 365 Business Central with Power BI and streamline your business operations.

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Shawna Sharma
Shawna Sharma
Shawna Sharma is a B2B marketing leader and the Head of Marketing at Qixas Group. With over a decade of experience, Shawna is passionate about breaking down the tech talk and creating stories that help businesses see the real value of Business Central. Follow on LinkedIn
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