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jpapador Regular Visitor
Regular Visitor

Put data from Power BI into CRM

I have a Power BI report embedded in CRM and the use case is, users can use the slicers to filter a table visual of CRM contacts.  Once they have the table of contacts they want they would like to add those contacts to a marketing list from Power BI.  Is that possible?

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Community Support Team
Community Support Team

Re: Put data from Power BI into CRM

HI @jpapador ,

 

Nope, I don't think you can embed content to add custom data to its dataset.
I'd like to suggest you to add these list on database side, these records will display after you refresh datasource.

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
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