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We have daily marketing lists which we would like to track for a 7 day ahead view.
I can produce a report that shows this in Dynamics CRM, but I would like to display it in a dashboard. I understand that while this is possible it requires dev skills I don't have.
It seems as though a PowerBI report might be easier to display but I am struggling to get the data to PowerBI. I have chosen Dynamics 365 Online as type and entered the CRM API, but it doesn't seem to fetch the data I need.
Thanks Roohi!
I'm actually trying to pull in Marketing/Invite list members into PowerBI which is where I am running into a road block.
I can connect to the Web API, but I don't see the option to import marketing lists members once the API is connected.
Thanks.
Tony
Hi Tony,
You need to sign in to the organization account (if not signed in already) after entering the Web API URL and then only you will be able to load the data from dynamics 365.
Please refer to the below screenshot for the same.
Hope this helps!
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