Power BI is one of the most prolific BI tools in the market that supports more than one type of connection. That is why the decision to choose the right one is always tough. Perhaps, the only time you will have to choose a type of connection is when you connect to a data source that …
Posts Tagged ‘power bi crm integration’
10 Reasons Why Power BI Works Well For NonProfits
We all are aware that Microsoft Power BI has a wide-ranging reporting ability that helps users to integrate multiple data sources and swiftly draw insights from an otherwise dissimilar set of information. It is a user-friendly tool, and much of the learning happens while you are actually using it. Like all applications, it has to be used …
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Use Dynamics CRM Multi-level Management Hierarchy For Security In PowerBI
Throughout our CRM and Power BI career, we all would have faced this requirement where we need to secure access to Power BI report data using the Management hierarchy of Dynamics CRM. In simple words, if I am a Manager in CRM with 5 reportees, I should be able to see my own data in the …
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How to automate ALL your sales & marketing reports - No more digging through data!
If there’s one thing that’s critical for modern sales and marketing professionals, it’s data. Not just for everyday decision making, but for upper management, as well. After all, it’s not easy to secure a sufficient marketing budget if you have trouble piecing together the numbers to back it up. Anyone who works in the field …
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