User Review
( votes)Do you want to use POWER BI for something other than what content packs for Sales and Service offer in CRM Online.
Well, you can – you just need to user POWER BI Desktop. Here are the steps:
Click on Get Data and select below options:
Click Connect and mention Org service URL:
Click OK and on next screen Choose Organisational account:
Clicking Sign-in will open up Office 365 Login page, Enter your office 365 credentials:
Once credentials are specified, Click Sign in and you should see following screen:
The message “You are currently signed in” must appear. Click Connect now.
This will start Configuration. Once configured, you will be presented with the following screen:
If you need any POWER BI or CRM assistance, just get in touch.
Hope it helps and Happy CRMing!
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