Does anyone know if its possible to report on CRM audit data in Power BI?
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Does anyone know if its possible to report on CRM audit data in Power BI?
*This post is locked for comments
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.
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.
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.
Use Audit Export Manager and export it in CSV
mscrmtoolkit.codeplex.com/documentation
then use it as a PowerBI datasource
Anyways you can export data in Excel and use it as a datasource for PowerBI
Which version of CRM are you using online or on premises?
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