Creating a new view

Rafael Arias Salas (Accenture) 1 Reputation point
2020-06-16T19:26:03.227+00:00

I would like to set up a new view that shows only a set of opportunities that are related to our pilot and connect that data to a Power Bi Data

Azure Database for MySQL
Azure Database for MySQL
An Azure managed MySQL database service for app development and deployment.
762 questions
{count} votes

1 answer

Sort by: Most helpful
  1. Mike Ubezzi 2,776 Reputation points
    2020-06-26T19:46:35.997+00:00

    Wanted to follow up with you, @Rafael Arias Salas (Accenture) , as you are correct that you will use the PowerBI Power Query to connect with the Dynamics CRM OData Feed, to import the data into PowerBI. Please see: Dynamics CRM Online in Power Query

    A more updated approach is to use the newer template apps. Please see: What are Power BI template apps? Where there are prebuilt dashboards that can be created in PowerBI from Dynamics CRM data.

    With that information provided, you need to use PowerBI to access the data source and build a view that matches you desired metrics. Connect with Power Query to the OData Feed to import data or use an available template app from the marketplace to connect and query the Dynamics CRM data source to build views.

    0 comments No comments