Building a Report where you can mark the accounts you called

[vedika1089]

Hey everyone! I'm working on creating a Power BI report that will be used by multiple users for making cold calls to accounts. The report contains account details and sales information. However, since responsibilities frequently change among users, I'm looking for suggestions on how to implement a feature that allows users to write back to the data or mark the customers they have already contacted. Any ideas or best practices for making this report collaborative and user-friendly?

I have a table in this format with around 10000 accounts - if a Customer Serivce Representative Calls them - I want to be able to mark as called and their user_name.

[Greg_Deckler · Accepted solution]

@vedika1089 There are third-party tools for this kind of thing. Otherwise, you could possibly do it via Power Automate or Power Apps visuals. 

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Power BI data write-back with Power Apps and Power Automate - Azure Architecture Center | Microsoft ...