How to Connect CRM to Power BI for Advanced Data Analysis.
Learn how to connect Microsoft Dynamics CRM to Power BI for advanced data analysis and reporting. Step-by-step integration guide.
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.
About the Author
Floyd Chan
President & Founder, Qixas Group
Floyd founded Qixas in 2007 after years of watching ERP projects fail for the same preventable reasons — junior staffing, slipping timelines, ballooning budgets. A Microsoft MVP and winner of the 2018 Directions Excellence Award, he is known across the Dynamics community as “the NAV genius.” He has been involved in more than 400 implementations and still reviews the hard ones personally.
- Microsoft MVP
- Dynamics NAV & Business Central
- ERP Upgrades
- Project Rescue
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