Integrate Dynamics 365
with Power BI

Data Solutions

Connect Dynamics 365 with Power BI to power real-time dashboards, visual reporting, and analytics.With ETL-driven integration, teams can move CRM data into reporting-ready formats for model building, performance tracking, and business intelligence.

Dynamics 365 ToolkitSSIS Productivity Pack

Dynamics 365 and Power BI Integration

Sample Integration Use Case

Load CRM Data into Power BI Models

Dynamics 365 and Power BI Integration

Your business intelligence team needs to extract structured data from Dynamics 365 and load it into Power BI for analysis and reporting. Using an ETL workflow, CRM data is exported into supported formats and storage layers, removing the need to query live CRM systems.

  • Dynamics 365 Data Extracted: CRM records are retrieved using connector-based access

  • ETL Workflow Transforms the Data: Fields are renamed, grouped, or flattened to match Power BI model requirements

  • Data Loaded to Target Location: Delivered in formats accessible to Power BI, such as Excel, CSV, or Azure SQL

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Developed for Complex Enterprise Workloads

Our Solutions Are Built to Support
Advanced Data Workflows Across Systems

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Optimized Reporting Without Straining CRM Systems

Optimized Reporting Without Straining CRM Systems

Exporting Dynamics 365 data into Power BI-ready sources helps avoid performance impacts from live queries.

Support for Custom Models and Cross-System Insights

With SSIS, teams can combine Dynamics 365 data with other sources, enabling unified views of sales, service, and operations.

Support for Custom Models and Cross-System Insights

Aligned Data and Improved Workflows

Power business dashboards by extracting Dynamics 365 data into formats accessible by Power BI.

Scenario Data Movement Business Outcomes
Export CRM opportunities Dynamics 365 → Power BI Visualize pipeline trends and performance metrics
Load service case data for reporting Dynamics 365 → Power BI Track support volumes and resolution times
Share sales reports with executives Dynamics 365 → Power BI Enable decision makers to view live metrics in dashboards
Combine data across systems Dynamics 365 → Power BI Join CRM data with finance or marketing sources
Format data for Power BI model Dynamics 365 → Power BI Flatten or reshape CRM data to match BI model requirements

System Compatibility

Integration Tools Built for Each System

Access the full suite of KingswaySoft’s SSIS Integration Toolkits
and the SSIS Productivity Pack under a single commercial license.

Comprehensive Integration Solution
Using Our SSIS Ultimate Edition

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Dynamics 365 Integration Scenarios

View data integration scenarios supported by our solutions. Each example shows how our
components connect enterprise platforms and services to support practical business processes.

SSIS Integrate Dynamics 365 from Azure Data Lake
Integrate Dynamics 365 with Azure Data Lake
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SSIS Integrate Dynamics 365 from Excel
Integrate Dynamics 365 with Excel
Integrate Dynamics 365 with LinkedIn
Integrate Dynamics 365 with LinkedIn
SSIS Integrate Dynamics 365 with QuickBooks
Integrate Dynamics 365 with QuickBooks
SSIS Integrate Dynamics 365 with Salesforce
Integrate Dynamics 365 with Salesforce
SSIS Integrate Dynamics 365 with SharePoint
Integrate Dynamics 365 with SharePoint
SSIS Integrate Dynamics 365 with Microsoft Teams
Integrate Dynamics 365 with Microsoft Teams
SSIS Integrate Dynamics 365 with XML
Integrate Dynamics 365 with XML

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and Migration Problems

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