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

Download the pdf