Live data access from Act CRM to Power BI Service

Unlock your data initiatives with live access to the data users need within any app or platform.

Provide safe, governed access to the data your teams need in a no/low-code interface, so they can access live data within the app, tool, or spreadsheet of their choice, accelerating analytics, business intelligence, and reporting.

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Act CRM:
Act CRM is a comprehensive customer relationship management software solution that helps businesses manage contacts, track interactions, and streamline sales and marketing efforts. With tools for organizing data, scheduling tasks, and analyzing performance, Act CRM empowers businesses to build stronger customer relationships and drive sales growth.

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Power BI Service:
Power BI Service is a cloud-based business analytics service that allows users to visualize and share insights from their data. With interactive dashboards, reports, and data visualizations, users can easily monitor their business performance, identify trends, and make data-driven decisions. It also offers collaboration features for sharing and collaborating on reports.

Discover, blend, and access data from Act CRM in Power BI Service

CData Connect Cloud provides a collaborative. live data access and connection platform that empowers data users to use data securely in their preferred tools, while maintaining data governance controls for technical experts. Connect Cloud provides a live copy of the data without actual data movement. Enable every stakeholder in the organization to always have access to the data they need without constantly submitting request tickets.

  • Sophisticated connection to Act CRM with built-in query engines that enable advanced connection capabilities, which won't break over time.
  • Data governance controls to protect data in Act CRM with transparent role-based access rules.
  • Create and save purpose-built views of data for specific uses in Power BI Service that update with changes to Act CRM.
  • Work with virtual dataset views of Act CRM data instead of entire tables and datasets.
  • Blend, customize, and rearrange data in Connect Cloud so its ready for Power BI Service.

Access Act CRM in Power BI Service
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Act CRM to Power BI Service Features


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No data movement required

Ditch the complicated ETL/ELT data integration tools and skip right to using data in the tool you need.

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Powerful user-based access controls for centralized data governance

Grant unlimited self-serve data access to users without the possibility of accidentally viewing, altering, or deleting data.

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Any data, any application – available in familiar rows and columns

Connect Cloud does the hard work of translating any source connection to tables that can be read by SQL or analyzed in a spreadsheet.

Get started with CData Connect Cloud today