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Dynamics 365 Sales - Historical report

Posted on by 8

Hi all

 

This question is a general one, because I'm just starting my Power Bi journey.

 

I succesfully connected Power Bi to Dynamics and created some basic reports, but received a requirement to show some historical data also.

For example: "How many open opportunities we had in August" or/and "How many opportunities we had in 'Pending signature' state September 15". Not to show an actual data, but a historical one.

 

If I understand this properly, the only way to be able to implement it is to export Dynamics 365 Sales data every day to some database and connect PowerBi to this database.

 

My question is: what is the solution I better to look at in this case?

 

Because I've seen a possibility to connect via flows to Oracle, SQL Server and MySQL but I don't know if there is any limitations I need to be aware of.

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