Create and Pin a Power BI Report (Tutorial for eWay-CRM Online)
In this step-by-step tutorial, you’ll learn how to build a detailed revenue report for a specific company in Power BI and pin it directly to eWay-CRM for quick access. We’ll walk you through:
✅ connecting Power BI to eWay-CRM using the connector,
✅ linking the necessary tables,
✅ designing visuals for company revenue and product sales,
✅ setting up automatic data refresh,
✅ and finally pinning the report to a company record in eWay-CRM.
🎥 This video follows up on our previous tutorial, where we covered the basics of Power BI and the eWay-CRM connector. If you haven’t seen it yet, we highly recommend watching it first:
• Integration with Power BI - How to Work wi...
💡 Tip: With this integration, you can have important reports available right inside eWay-CRM – no need to search or switch between tools.
📊 Perfect for anyone who wants a clear visual overview of accounting data, accessible with just one click.
💡 About eWay-CRM:
eWay-CRM is a CRM that sits right inside your Outlook. It helps organizations worldwide manage contacts, companies, deals, projects, and marketing campaigns.
We intentionally made eWay-CRM the Outlook add-in because this is where you already live in. You keep there your emails, meetings, contacts, and tasks. Why don't you take what you already use and make it better?
🌐 Find more at https://www.eway-crm.com/
Be effective! With eWay-CRM. The best CRM in Outlook.
#ewaycrm #Beeffective #crm #outlook
👍 Follow eWay-CRM on social networks:
Facebook: / ewaycrm
LinkedIn: / eway. .
Reddit: / ewaycrm