Hi,
I am looking to connect PowerBI to a web-based CRM, I've spoken to the CRM tech people who have said they haven't been asked to do anything like this before and said the easiest way would be to download the data and refresh the report (which I already knew).
I want to be able to see activity in real time and give Salespeople a real-time view of what is happening across the business as opposed to daily/weekly/monthly reports.
Am I missing a trick with one of the connection methods? Or has anyone created any e.g. Python script etc which can go into a CRM > export the report > put it into another method of connecting data to PBI in an 'almost real-time' way?
I'm an Analyst, not a Developer so excuse my limited thinking around this. Seeing as a human could do this (manually) I'm of the opinion it must be achievable.
