How To Connect Crm To Power Bi

April 6, 2025

Understanding Your CRM Platform Choose the Right CRM When it comes to connecting your CRM to Power BI, the very first thing I usually recommend is to understand the different options available. There are many CRM platforms out there, each with its own strengths and weaknesses. Microsoft Dynamics 365, Salesforce, and HubSpot are among the […]

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How To Connect Crm To Power Bi Reddit

February 26, 2025

Understanding Your CRM and Power BI Integration Needs Identifying the Purpose of Integration When I first started my journey with CRM and Power BI, I realized it was essential to identify why I even wanted to connect the two platforms in the first place. Was it to visualize customer data? Or perhaps automate reports? Understanding