I am kind of newbie to this forum, I have created a small drill down visual in Power BI and planning to create more and make it like dashboard and then share it to Senior Executives across the boards.
I have done this via writing query into SQL of Dynamics CRM copy pasting result into excel and using that excel as data source manually.
Going forward I would like to do following and which is where I need you help.
Thanks in Advance.
I Think for both issues you can use de on premise gateway
With this tool you can have always you date up to date, with 15 delay.
If you don´t know how to use it, see the following URL
What is that cloud symbol when we click on that link and read article? if we have to use cloud then we can use this, since eveythign has to be local server but viewable by users who has authentication thourhgout the company.
Any idea on how to share with other memebers?
I completely agree with you. Since we have CRM 2015 on-premise which has SQL Server 2012 SE.
I assume that we need to do following to get going,
Since I am not familiar with CRM much, I have asked question on CRM forum is whether with can upgrade the SQL Server from 2012 to 2016 without upgrading the CRM. Let me know if you have any information on this.