qixas_logo_ transparentqixas_logo_ transparentQixas Group logo whiteqixas_logo_ transparent
  • ABOUT
    • Who We Are
    • Customer Success Stories
    • Partnerships
    • Careers
  • SERVICES
    • Implementations
    • Business Central/NAV Upgrades
    • Project Rescues
    • Solution Assessments
  • PERFORMANCE TUNING
    • Dynamics NAV SQL Health Check
  • TRAINING
    • Business Central
    • Dynamics 365
  • Q SPOT
    • Podcast
    • Blog
  • SUPPORT
  • ABOUT
    • Who We Are
    • Customer Success Stories
    • Partnerships
    • Careers
  • SERVICES
    • Implementations
    • Business Central/NAV Upgrades
    • Project Rescues
    • Solution Assessments
  • PERFORMANCE TUNING
    • Dynamics NAV SQL Health Check
  • TRAINING
    • Business Central
    • Dynamics 365
  • Q SPOT
    • Podcast
    • Blog
  • SUPPORT
CONTACT US
✕

How to Connect CRM to Power BI for Advanced Data Analysis

Categories
  • Tutorials
Tags
Businessman investment accounting analysis company financial report balance statement

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.

Share
1

Related posts

tips & tricks. Note written on a white sticker with paper clip.

tips & tricks. Note written on a white sticker with paper clip.

March 9, 2023

Maximize Your Workflow: 5 Tips for Effectively Using Dynamics 365 Business Central


Read more

Need help or have questions? We would love to hear from you.

1-888-467-7101

  • LinkedIn
  • Twitter
  • Facebook
  • YouTube
  • Instagram
Connect with Qixas
Tell us about your business challenge! Schedule a time with a Microsoft Technology Expert and learn more about your options.
Book a meeting
Our Address
Canada Headquarters

1 Dundas St. W., Ste. 2500

Toronto, ON M5G 1Z3

U.S Headquarters

100 Cambridge Street, Suite 1400

Boston, MA 02114

© 2023 Qixas Group. All Rights Reserved.