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Advocate I
Advocate I

Dynamics CRM Snapshots using solution template?

Hi All,

 

I would like to analyse the development of our sales funnel/pipeline by using Power BI and Dynamics CRM Online data. I am looking for the best solution to fix this, therefor I have to make snapshot of CRM data and use them inside a Power BI Report.

 

Does the Power BI & Scribe solution template (SalesManagement) provides this functionality, to make and store snapshots of data annd use them inside the Power BI model? Or do you have maybe a better alternative?

 

Ruben

1 ACCEPTED SOLUTION

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Community Support
Community Support

Hi Rubenvw,

 

In your case, just try it first. And there is a special forum Power BI Community for solution templates focused on this, you may reach the team by asking a question or leaving a comment there.

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
Highlighted
Community Support
Community Support

Hi Rubenvw,

 

In your case, just try it first. And there is a special forum Power BI Community for solution templates focused on this, you may reach the team by asking a question or leaving a comment there.

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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