How to call a CRM action from powerbi

Question

Need to call a CRM Custom Action with parameters from Powerbi Please help me with this. Thanks in advance!!!!

Answer 1

Power BI is just a data visualization platform, not a replacement for app development.

When you want to do such things like clickable action in each row of PowerBI report list of records - maximum possibility is hyperlink (url). Unfortunately CRM Custom action is not url accessible, but that too you want with paramters. Forget it.

I have other ideas shared in this SO answer , like you can try Power Automate (MS Flow) or custom API to explore by url accessibility.

Answer 2

You can also achieve your requirement with the help of Power Automate.

Steps -

1. Create new flow with Http Trigger
2. Invoke flow URL from power BI
3. Call custom action from flow

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