{POWER BI Step by Step} How to connect POWER BI Desktop to CRM online?

Do you want to use POWER BI for something other than what content packs for Sales and Service offer in CRM Online.

Well, you can – you just need to user POWER BI Desktop. Here are the steps:

Click on Get Data and select below options:

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Click Connect and mention Org service URL:

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Click OK and on next screen Choose Organisational account:

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Clicking Sign-in will open up Office 365 Login page, Enter your office 365 credentials:

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Once credentials are specified, Click Sign in and you should see following screen:

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The message “You are currently signed in” must appear. Click Connect now.

This will start Configuration. Once configured, you will be presented with the following screen:

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If you need any POWER BI or CRM assistance, just get in touch.

Hope it helps and Happy CRMing!

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