Pipeline history table

[Certius]

Hello everyone!

I'm a Dynamics CRM administrator and our comanpy wants to track the momevement of our pipeline.

Everyday I want powerBI to write data about our pipeline to a "History" table. Like:

Date, Open Revenue, Weighted Revenue etc.

I want to use this data for example to compare this month's pipeline against last months pipeline.

Since Dynamics CRM doesn't keep track of historic data and scheduling workflows is a hell I was thinking of using powerBI to keep track of this data.

Now to be honest, I'm quick learner but in this case I don't know where to start.

Anyone that can help to get me started?

[ImkeF · Accepted solution]

There is currently no native functionality for this.

But if you're fearless as well, you can use this Powershell-script für refresh and update: https://github.com/djouallah/PowerBI_Desktop_ETL

and use task-scheduler for automated refresh 😉