A guide to set up your CRM or Case Management API in Power BI using a REST API
Setting up your CRM in Power BI can help you turn charity data into clear, real-time insights that improve fundraising, outreach, and impact reporting.
Contents
- What is a CRM?
- What is an API?
- What is a REST API?
- Setting up your CRM in Power BI
- Extracting nested data in queries
- Managing relationships
- Visualising the data
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