Hello All Today I am going to tell how we can display database table records in CRM Dashboard using Power BI Desktop.
1. Install Power BI Desktop for designing the reports & Sign Up with your CRM Credentials.
2. Get the data from Sql DB & design the reports in Power BI Desktop then Publish it .
3. Now configure the Power BI on CRM.
4. Create New Dashboard in CRM & add a Power BI tile to the dashboard.
5. Below reports added in CRM Dashboard , if you want to do any modification, then we can do by open in Power BI.
Hope it will helps!!
1. Install Power BI Desktop for designing the reports & Sign Up with your CRM Credentials.
2. Get the data from Sql DB & design the reports in Power BI Desktop then Publish it .
3. Now configure the Power BI on CRM.
4. Create New Dashboard in CRM & add a Power BI tile to the dashboard.
5. Below reports added in CRM Dashboard , if you want to do any modification, then we can do by open in Power BI.
Hope it will helps!!
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