Better financial reporting with the Dynamics CRM Power Query connector
Invantive Cloud is the fastest way to analyze sales, finance and customer data in Dynamics CRM and over 75 other platforms using Power Query with Excel.
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Microsoft Dynamics CRM is cloud software for managing your customer activities such as sales and support cycles.
Improve your business using the Dynamics CRM Power Query Connector
- Complete online database requiring no additional driver to analyze your source data.
- Live data from Dynamics CRM in Power Query within 5 minutes. Just execute the steps in the video. No training, technical skills or Dynamics CRM API knowledge needed.
- Combine data from dozens of cloud data sources and choose from the industry-largest number of connected tables.
- Also compatible with Power BI and Azure Data Factory.
- High performance dashboards on high query volumes with customer, sales and finance data from Dynamics CRM.
- Guaranteed lowest prices.
- Personal support and extensive community from Dutch market leader.
Do you have a large environment? For effective downloads, you can of course also filter the data using the filter step or the transform button in Dynamics CRM.
Insight by Combining Dynamics CRM Data Real Time
You can integrate all data from your enterprise systems in a virtual datawarehouse. The integrated SQL engine makes more than 75 different cloud and on-premises data sources available for valuable insights with, for example, a Microsoft Power BI dashboard or Excel reports. Improve your business management using reliable data visualized in graphs, hard numbers and KPI dashboards with hard details without installing any additional add-on or software locally for your dashboard and reports.
Most comprehensive Power Query Connector for Dynamics CRM
The Invantive Power Query connector for Dynamics CRM is the most comprehensive Dynamics CRM connector available online for Power Query. The data of all Dynamics CRM APIs (an "API" is an interface) is easily available for use in Power BI, Power Query, Azure Data Factory or SQL. You only use the standard Microsoft OData connector included within Power Query. The Microsoft OData connector is available for Power BI Desktop, Power BI web, Power Query and Azure Data Factory. The Power Query connector of Invantive provides automatic and real-time translation between OData and Dynamics CRM thanks to our Invantive UniversalSQL-engine. Numerous optimizations ensure smooth performance of the Dynamics CRM Power Query connector. Thanks to the absence of local drivers you can also use the Dynamics CRM Power Query connector on a Mac.
Flexible Power Query connector from the start, requires no technical knowledge
Enable data integration from Dynamics CRM with ease in Power Query with the more than 75 other platforms that Invantive supports. There are NO additional costs for extra platform-specific Power Query connectors. All Invantive products are flexible and easily grow from start-up to billion dollar company. They are available for on-premise and online use. Only the Invantive real-time connector for Power Query makes all Dynamics CRM APIs available. You do not need any technical knowledge of Dynamics CRM or the Dynamics CRM APIs for the connection; with only knowledge of Power Query you can process the data from Dynamics CRM into KPIs or a report within a few minutes. The Dynamics CRM connector also provides support for MacOS, Windows and Linux clients. Each data source can be used as data integration service, data exchange service, analysis and analytics on top of your marketing, sales and financial data. A data warehouse can be managed using a data source based on the Dynamics CRM connector or any of the other web connectors. Similarly, reports and data sets can be loaded directly. For large scale data warehouse with over 1 terabyte of managed data, you can scale Invantive technology using the enterprise and OEM solution Invantive Data Replicator. With all subscriptions you will receive one hour of free explanation by an experienced trainer based on your data and on your PC. Don't have the time to put together your own KPIs or do you want help in setting up your processes or administrations? The Power Query connector for Dynamics CRM of Invantive is supported by Invantive as well as multiple implementation partners with experience about the connector and business operations. Within an extensive online community you have easy access to the collected knowledge about Power Query and Dynamics CRM.
Grow with the Dynamics CRM Power Query connector
Is your company going to grow seriously? Investments made in reports and Power Query knowledge will be retained. Software from Invantive is used by companies from small to large and the top-30 accountants. The use of Invantive is an investment in the future with which you can play it safe. If you choose an additional software package besides Dynamics CRM, you will find a connector first at Invantive.
All Invantive subscriptions include online forum support and interactive contact such as chat and phone. For each company, a free 1-hour introduction is available and recommended for quick results. Specific conditions, acceptance criteria and fair use rules apply. Service only available in selected countries, including all EU members, the United Kingdom, the United States, Canada, Vietnam and Taiwan.