Dynamics CRM Power BI Connector

Easily connect Microsoft Power BI with live Microsoft Dynamics CRM data for up-to-date visual analysis and reporting.

  • Real-Time Data Access (DirectQuery)
  • Full Metadata Discovery
  • Robust SQL-92 Support

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Connect Microsoft Power BI to Microsoft Dynamics CRM

Our Power BI Connectors support a new era of real-time analytics. The Dynamics CRM Connector for Power BI has been engineered and optimized for live access to Microsoft Dynamics CRM data.

Full Metadata Discovery

The Dynamics CRM Connector exposes rich metadata, critical for automated data exploration and discovery. Includes intelligent rowscan, type detection, relationship exploration and support for unstructured data.

Robust SQL-92 Engine

Built on a rich SQL-92 engine with support for bulk operations, push-down, client functions, and aggregation, our connectors seamlessly handle even the most complex queries from modern BI & Reporting.

Unmatched Performance

With optimized performance down to the socket level, our connectors offer unmatched performance. Read and write speeds over twice as fast as other SaaS, NoSQL & Big Data connectivity solutions.

Complex Query Processing

The CData Dynamics CRM Connector contains an embedded SQL Engine that pushes supported SQL operations to the data source and processes unsupported operations client-side (Query Folding).

  • Issue complex queries using SQL-92 compliant operations and clauses.
  • Leverage server-side data processing for supported operations.
  • Build new relationships and custom datasets.

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High-Performance Data Delivery

Our Dynamics CRM Power BI Connector is capable of delivering exceptional real-time data access. All of our Power BI Connectors are based on a highly-efficient query engine that has been optimized down to the socket level with streaming and compression capabilities.

  • Enable real-time analytics through unmatched data processing.
  • Request data as quickly as possible using server-side paging and bulk capabilities.

Frequent Dynamics CRM Power BI Connectivity questions

Common questions about integrating Dynamics CRM with Microsoft Power BI.

Dynamics CRM doesn't natively integrate with Power BI, but CData Power BI Connectors for Dynamics CRM enable seamless Dynamics CRM analytics and reporting. Our connectors provide real-time, direct access to Dynamics CRM data in Power BI, allowing you to build dynamic dashboards without complex ETL processes. With CData, you get secure, high-performance connectivity for better insights.

Moving data from Dynamics CRM to Power BI doesn't have to be difficult. The Dynamics CRM Power BI Connector enables real-time, direct Power BI Dynamics CRM connectivity, eliminating complex ETL.

How It Works

  • Install the PowerBI Dynamics CRM connector and open Power BI Desktop.
  • Connect via Get Data > More > CData Dynamics CRM using your credentials to connect Dynamics CRM and Power BI.
  • Access live data, run SQL queries, and build dynamic dashboards.
  • Publish reports to Power BI Service for seamless sharing.

That's all there is to it. With secure, high-performance Power BI Dynamics CRM integration, CData simplifies Dynamics CRM bi, analytics and reporting. For more information, read the Power BI Dynamics CRM Connector getting started guide.

The CData Dynamics CRM Connector offers key advantages for seamless Dynamics CRM Power BI integration:

  • Dynamics CRM Real-Time Analytics (DirectQuery): Live, direct query access to Dynamics CRM data in Power BI eliminates extracts and refreshes. This is especially powerful for working with large Dynamics CRM datasets, as it allows you to analyze massive amounts of data without the limitations of in-memory processing. DirectQuery ensures your reports always reflect the latest Dynamics CRM information.
  • Performance & Scalability: Optimized queries ensure fast data retrieval and handle growing data volumes efficiently. Even with massive datasets, the CData connectors make Dynamics CRM PowerBI integration fast and reliable.
  • Comprehensive Data Access: The Dynamics CRM BI connector provides comprehensive access to Dynamics CRM Data and Dynamics CRM metadata, empowering you to understand the structure of your data and build more robust and accurate reports. This deep Dynamics CRM metadata integration simplifies data discovery and ensures your Power BI reports accurately reflect the meaning and context of your Dynamics CRM data.
  • Enterprise-Grade Security: The Dynamics CRM PowerBI connector supports modern security standards and enterprise authentication methods, making it easier to comply with security policies.

Ultimately, the Dynamics CRM to Power BI connector delivers fast, secure, and customizable access to Dynamics CRM in Power BI for analytics and reporting.

Yes, all of our connectors support connecting Microsoft Power BI and Dynamics CRM integration from Power BI Service by using the Microsoft Power BI Gateway. Instructions for installing and configuring the Power BI Gateway are available in the online Dynamics CRM help file.

Alternatively, for customers unable to use the Microsoft Power BI Gateway should consider the CData Connect Cloud Power BI Client for real-time integration with Dynamics CRM. With CData Connect Cloud, there is no need to install individual connectors in order to connect Power BI to Dynamics CRM. Easily build visualizations in Power BI that are powered by live data, without installing any new software or 3rd party connectors.

Find out more about connecting Dynamics CRM to Power BI Service.

All of the CData Power BI Connectors for PowerBI Dynamics CRM integration are freely available for download online. A 30-day trial of the Dynamics CRM Connector download can be found alongside other supported Dynamics CRM integration technologies like ODBC, JDBC, ADO.NET, SQL Server SSIS, and more.

Download the Dynamics CRM Connector


Building custom dashboards & reports that connect with live Dynamics CRM data has never been easier. Download the CData Power BI Connector for Dynamics CRM now, and get connected.


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