The CData Power BI Connector for Act! CRM is built on top of an ODBC driver. This section discusses how to install the connector, create a DSN, and connect from Power BI.

Installing the Connector

Installing the Connector is a step-by-step guide for how to manage the installation process.

Creating a Data Source Name (DSN)

Creating the Data Source Name describes the process to authenticate and connect to Act! CRM.

Act! CRM Version Support

The connector leverages the Act! Web API for bidirectional access to Act! CRM data from Act! Premium on-premises and Act! Premium Cloud. The connector also supports Act! Premium for Desktop, but you need an active subscription to connect.

For an introduction to Visualizing Data using the CData Power BI Connector for Act! CRM.