Hello everyone!
I'm a Dynamics CRM administrator and our comanpy wants to track the momevement of our pipeline.
Everyday I want powerBI to write data about our pipeline to a "History" table. Like:
Date, Open Revenue, Weighted Revenue etc.
I want to use this data for example to compare this month's pipeline against last months pipeline.
Since Dynamics CRM doesn't keep track of historic data and scheduling workflows is a hell I was thinking of using powerBI to keep track of this data.
Now to be honest, I'm quick learner but in this case I don't know where to start.
Anyone that can help to get me started?