Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Power BI and CRM audit data

Posted on by Microsoft Employee

Does anyone know if its possible to report on CRM audit data in Power BI?

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Power BI and CRM audit data

    You can connect Power BI and CRM via OData protocol. All you need is transform your Dynamics CRM to OData format. You can make it with help of Skyvia Connect - the cloud-based solution where you are able to create a web service for exposing your data in minutes without a line of code. Moreover, they have built-in security layer and detailed logging system where you can limit access to the allowed IPs and IP ranges.

  • Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Power BI and CRM audit data

    You can access the audit data via the API, so you should in theory be able to get the data to PowerBI.  Worst case, you might have to set up a SQLAzure staging table (like a mini-data warehouse just for auditing) and write a small service to push audit data to the SQL database.  

  • Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: Power BI and CRM audit data

    Dynamics 365 CRM.  Exporting the data on a regular basis isn't ideal for us.  We were more curious to see if you could set it up as an ongoing data source, etc with PowerBI to report on it.

  • MNarmeen Profile Picture
    MNarmeen 1,846 on at
    RE: Power BI and CRM audit data

    Use Audit Export Manager and export it in CSV

    mscrmtoolkit.codeplex.com/documentation

    then use it as a PowerBI datasource

  • MNarmeen Profile Picture
    MNarmeen 1,846 on at
    RE: Power BI and CRM audit data

    Anyways you can export data in Excel and use it as a datasource for PowerBI

    mscrmtoolkit.codeplex.com/documentation

  • MNarmeen Profile Picture
    MNarmeen 1,846 on at
    RE: Power BI and CRM audit data

    Which version of CRM are you using online or on premises?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans