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.
Sample Integration Use Case
Load CRM Data into Power BI Models
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.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across 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.
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
Dynamics 365
Extract data from standard and custom entities with support for change tracking, filtering, and batching.
Learn More
Power BI
Prepare CRM data in formats supported by Power BI including Excel, CSV, or databases like Azure SQL and SQL Server.
Learn MoreAccess 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
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.
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Integrate Dynamics 365 with Microsoft Teams
Integrate Dynamics 365 with XML
More Data Integration Use Cases
See more use cases across databases,
enterprise systems, and supported application platforms.
Database Connections
Directory Services
Dynamics GP
Dynamics SL
HubSpot
Marketo
NetSuite
Oracle CRM On Demand
Oracle Marketing Cloud
Project Server
QuickBooks
Salesforce
SharePoint
