Connect Microsoft Power BI and Solve CRM
Integrate Microsoft Power BI with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get all Reports from Microsoft Power BI when New Company in Solve-crm
Trigger Dataset Refresh in Microsoft Power BI when New Company in Solve-crm
Delete a Dataset in Microsoft-power-bi when New Company in Solve-crm
Get all Reports from Microsoft Power BI when New Contacts in Solve CRM
Trigger Dataset Refresh in Microsoft Power BI when New Contacts in Solve CRM
Popular Microsoft Power BI + Solve CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Power BI
When this happens...
New Dataset
Choose an action
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Get all Reports from Microsoft Power BI when New Company in Solve-crm
Use this flowTrigger Dataset Refresh in Microsoft Power BI when New Company in Solve-crm
Use this flowDelete a Dataset in Microsoft-power-bi when New Company in Solve-crm
Use this flowGet all Reports from Microsoft Power BI when New Contacts in Solve CRM
Use this flowTrigger Dataset Refresh in Microsoft Power BI when New Contacts in Solve CRM
Use this flowDelete a Dataset in Microsoft-power-bi when New Contacts in Solve CRM
Use this flowGet all Reports from Microsoft Power BI when New Tagged Contact in Solve-crm
Use this flowTrigger Dataset Refresh in Microsoft Power BI when New Tagged Contact in Solve-crm
Use this flowDelete a Dataset in Microsoft-power-bi when New Tagged Contact in Solve-crm
Use this flowGet all Reports from Microsoft Power BI when Update Contact in Solve CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Solve CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Dataset
Triggered when a new dataset is created in Power BI.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
Do thisActions
Action is the task that follows automatically within your Microsoft Power BI integrations.
Get all Reports
Get all existing reports.
Trigger Dataset Refresh
Trigger a dataset refresh
Delete a Dataset
Delete an existing dataset
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
List Contact
List all contact.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Power BI and Solve CRM workflows.
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About Microsoft Power BI
Microsoft Power BI is a powerful business analytics tool that enables users to visualize and share insights from their data. It provides interactive dashboards and reports, allowing organizations to make data-driven decisions efficiently.
Learn moreSimilar apps
About Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Solve CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Power BI and Solve CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Solve CRM. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Solve CRM, and a separate workflow where Solve CRM triggers actions in Microsoft Power BI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Power BI and Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Power BI and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
