Microsoft Power BI

CRM data straight into Power BI over the OData interface — no exports and no intermediate files.

What this integration does

An OData data feed straight into Power BI
The same interface works with any BI tool that speaks OData
Data refreshes with no manual export
Access is limited by the same permissions as in the system

How it is connected

No programming is needed. You enter the login details yourself, so they stay with you, and every data exchange is visible in the integration log with a timestamp, the response and the reason for any error.

01
In the system you create an access token for the OData interface
02
In Power BI you choose "OData feed" and paste in the address with the token
03
The data is available immediately; you set the refresh schedule on the Power BI side

Where you will see it in the system

An integration is not a separate window — it changes what you see in your daily work. These are the areas where the change is biggest.

Reports and KPIs A management dashboard with real numbers — not the ones somebody typed into Excel.

FAQ

Questions about this integration

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Do we have to export data by hand?

No. Power BI connects to the OData interface and pulls the data itself.

Does it work with other BI tools?

Yes, with any tool that speaks OData.

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