Hello people,
Kind of new here and I'd like to ask whether something is possible or not.
(I did a search, but not a tthorough one)
I'd like to create a quote-maker, within Dynamics or preferably in Excel using Power BI.
If the quote-maker would be in Dynamics, I should be able to export the quote into a pre-formatted Excel file.
If it's from within Excel, I'd like to input the Opp number and information should automatically be pulled from the Dynamics DB.
I already got the connection between the CRM and Excel with Power BI using the OData Feed connector, but from then on I'm stuck.
Am I asking too much from, is it even possible?
Please let me know, cheers!
