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Customer experience | Sales, Customer Insights,...
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Integrating Dynamics 365 with Power BI

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Posted on by 1,091

Can Dynamics 365 Sales be integrated with other Microsoft products, such as Teams or Power BI?

  • Cat_Car Profile Picture
    Cat_Car 85 on at
    RE: Integrating Dynamics 365 with Power BI

    Hello, in fact in Teams you can also download the Dynamics 365 app and you will be able to see all the CRM Sales entities

    pastedimage1681474887025v1.png

    1) And in Power BI, you can import the Sales tables by connecting it using the URL. You can usually find the URL by going in the advanced settings, customizations and developer resources.

    2) When you want to connect it to BI, I found two options - Import data with Dynamics 365 Online and Dynamics 365 Dataverse. I am only a beginner with this so I am still comparing what is better, but I find that in the Dataverse their is more information in the tables. Somewhere in the import data, you will be asked to enter or copy the URL that you got in the first step.

    Hope this helps.

    Cat

  • Suggested answer
    Guido Preite Profile Picture
    Guido Preite 54,071 Super User 2024 Season 1 on at
    RE: Integrating Dynamics 365 with Power BI

    yes, Teams and Power BI already there

    sales.png

    for other products you can use Power Automate for example, depends the specific product

    hope it helps

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