Planned
Power BI
Embed Wendesk CRM pipeline and revenue data in Power BI dashboards. Microsoft Power BI is the enterprise BI tool of choice for Office 365 organisations. Connect Wendesk CRM data via the Push Dataset API or scheduled OData refresh so analysts can build pipeline-velocity, win-rate, cohort-LTV, and lead-source-attribution dashboards inside Power BI — keeping CRM data alongside finance + ops data in one workspace.
Free to use0.7K installsReleased 6 Jul 2026Updated 17 Jul 2026v1.0
FAQ
Frequently asked questions
Answers to the most common questions about Power BI on Wendesk.
What data from Wendesk can I push to Power BI?
You can push CRM records (leads, deals, activities), marketplace order data, and usage metrics to Power BI datasets. The integration uses Power BI's Push Dataset API.
Which Wendesk plans support the Power BI integration?
Power BI integration is available on Pro and Enterprise plans. It requires Azure AD credentials and a Power BI workspace to receive data.
How does authentication work for Power BI in Wendesk?
The integration uses Azure AD OAuth 2.0. You provide your Azure client ID, client secret, and workspace ID. Tokens are encrypted at rest in Wendesk.
Can I embed Power BI reports inside the Wendesk dashboard?
Wendesk can generate embed tokens via the Power BI Embed Token API so that report iframes appear within tenant dashboards. This is a Pro/Enterprise feature.
Does the Power BI integration update in real time?
Data is pushed via the Power BI Push Datasets API in near-real-time as events occur in Wendesk. Full streaming depends on your Power BI workspace tier.