I'm not sure if this has been asked before, but here is my question:
How do I export data from Power BI so that it can be imported into CRM Dynamics? Specifically, is there an automated process that can be used for this? I understand that you can "publish" a Power BI report as an "app" and have dashboards show up in CRM Dynamics... but that's not what we want. We want a field to be updated in CRM Dynamics with the values generated from Power BI.
Background:
I've developed a Power BI model and report that takes input from various sources (CRM Dynamics, Production data, Leads data, etc) and generates a "score" for each account (A thru F). My organization would like this score to be visable in CRM Dynamics as a field in an entity (such as accounts).
Partial solution:
Run the report manually, and produce an export manually, then import the scores into the system manually. Do this in a scheduled intervals, such as once a week, once a month, etc...
Desired solution:
Have Power BI automatically update the score values in CRM Dynamics without having anyone manually export, or run manual imports.
Any recommendations or ideas are welcomed!
Sincerely, Robert Eckman
