Connect Microsoft Dynamic 365 to Power BI Without SQL

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What is Microsoft Dynamic 365?

Microsoft Dynamic 365 is a suite of enterprise applications that combines CRM and ERP capabilities, enabling businesses to streamline their operations and make data-driven decisions. Large enterprises benefit from using Microsoft Dynamic 365 by automating workflows, optimizing resources, and gaining insights from AI-powered analytics to drive growth, innovation, and efficiency.

What is Power BI?

Power BI is a business intelligence and data visualization tool from Microsoft that helps enterprises analyze and visualize large volumes of data to uncover insights and drive better decision-making. By utilizing Power BI, companies can create interactive reports and dashboards, enabling decision-makers to explore data, monitor key metrics, and make informed decisions based on real-time information.

Connecting Microsoft Dynamic 365 to Power BI

Connecting Microsoft Dynamic 365 to Power BI can be accomplished in several ways:

  • Using Power BI's built-in Microsoft Dynamic 365 connector to establish a connection and import data directly.
  • Exporting data from Microsoft Dynamic 365 to an intermediate storage, such as Excel or a database, and then connecting Power BI to the stored data.
  • Utilizing third-party tools or custom APIs to sync data between Microsoft Dynamic 365 and Power BI.
  • Configuring the Power BI Gateway to enable data sync between Microsoft Dynamic 365 and Power BI for on-premises deployments.
  • Using the OData feed option in Microsoft Dynamic 365 to access data in Power BI through a URL endpoint.
  • Choosing a complete data pipeline solution like Improvado to extract and load data from Microsoft Dynamic 365 to Power BI, offering additional benefits like data transformation and normalization.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
Free onboarding
Free marketing stack analysis

Connecting Microsoft Dynamic 365 to Power BI with Improvado

Improvado is the best solution for connecting Microsoft Dynamic 365 to Power BI because it simplifies data integration and offers a complete data pipeline solution. By using Improvado, enterprises can automate data extraction and transformation, reducing manual tasks and data errors. The platform also supports a wide range of metrics and dimensions that can be automatically extracted from Microsoft Dynamic 365, providing a comprehensive view of marketing and sales data.

Moreover, Improvado's customer support team is available to help enterprises customize their data pipelines and address any technical challenges they may face. The platform is designed to process large volumes of data, making it an ideal choice for large enterprises with complex data needs. Additionally, enterprises can centralize their marketing and sales data from Microsoft Dynamic 365 and other sources in Power BI, enabling them to create unified reports and dashboards that provide a holistic view of their business performance.

Summary of connection Microsoft Dynamic 365 to Power BI

In summary, connecting Microsoft Dynamic 365 and Power BI using Improvado offers several benefits for large enterprises. By leveraging Improvado's scalable and customizable data pipeline solution, businesses can centralize their marketing and sales data, process large volumes of data, and access high-quality customer support. To explore how Improvado can help your organization integrate Microsoft Dynamic 365 with Power BI, book a call with an expert today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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