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ReportCan Dynamics 365 Sales be integrated with other Microsoft products, such as Teams or Power BI?
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Can Dynamics 365 Sales be integrated with other Microsoft products, such as Teams or 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
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
yes, Teams and Power BI already there
for other products you can use Power Automate for example, depends the specific product
hope it helps
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