Real-time
Real-time sync
Changes in Infor CRM or Microsoft Power Bi instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Analytics
Infor CRM to Microsoft Power Bi integration — real-time data sync
Keep Infor CRM and Microsoft Power Bi in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Infor CRM and Microsoft Power Bi
Put live Infor CRM data behind every dashboard and cohort in Microsoft Power Bi, and write the segments and scores Microsoft Power Bi computes back onto the Infor CRM record — one connection, not a nightly export.
Microsoft Power Bi is a read-only source: Stacksync reads its data in real time and delivers it into Infor CRM, so Infor CRM always reflects the current state of Microsoft Power Bi — without exports, scripts, or schedulers.
Microsoft Power Bi turns data into dashboards, cohorts, and metrics; Infor CRM is where customers, contacts, deals, and activity actually live and change. The two meet wherever a number is really about a specific account, segment, or stage — yet most teams feed the CRM into analytics as a nightly extract or a hand-maintained connector, so the reporting lags the business and can't be sliced by the customers and segments that matter.
Stacksync syncs Tickets, Activities, Campaigns, Custom entities from Infor CRM into Microsoft Power Bi field by field and within seconds, so every dashboard and cohort runs on current records instead of a stale copy. Because the connection runs both ways, the cohorts, scores, and metrics computed in Microsoft Power Bi write back to fields in Infor CRM, landing where the people working accounts can see them. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.
Common use cases
- 01 Sync admin Activity Events into a warehouse for tenant-wide security, access, and usage reporting.
- 02 Read Users and workspace access for periodic access reviews reconciled against an HR or Microsoft Entra ID source of record.
- 03 Keep Infor CRM aligned with an Infor ERP customer master so sales and finance share one account record.
- 04 Sync opportunities and activities into a warehouse for pipeline and engagement reporting.
Common sync patterns
Customer context in Microsoft Power Bi
Accounts, contacts, deals, and activity from Infor CRM sync into Microsoft Power Bi, so metrics and dashboards group by real customers, segments, and stage instead of anonymous IDs.
Report on live CRM data
New records and status changes in Infor CRM appear in Microsoft Power Bi within seconds, so dashboards and cohorts track the current pipeline rather than last night's export.
Where Infor CRM accepts updates: segments and scores back on the record
Cohorts, scores, and computed metrics from Microsoft Power Bi sync onto fields in Infor CRM, putting the analysis where reps and owners actually work the accounts.
What you can sync between Infor CRM and Microsoft Power Bi
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Infor CRM objects | Microsoft Power Bi objects | How this pairing syncs | |
|---|---|---|---|
| Opportunities Pipeline records synced out for forecasting and reporting. | Dashboards and Tiles Dashboards and their pinned tiles read via GET /dashboards and /dashboards/{id}/tiles; inventoried to map dashboard content back to its source datasets. | Opportunities is specific to Infor CRM and Dashboards and Tiles to Microsoft Power Bi — each maps to any object or custom field on the other side. | |
| Tickets Service records synced with helpdesk and field service systems. | Dataflows Power Query ETL definitions read via GET /groups/{id}/dataflows; used to document lineage from upstream sources into datasets. | Tickets is specific to Infor CRM and Dataflows to Microsoft Power Bi — each maps to any object or custom field on the other side. | |
| Activities Calls, meetings, and tasks synced for engagement reporting. | Datasources and Gateways The connections behind datasets and dataflows and the on-premises gateways serving them, read via REST for lineage and dependency mapping. | Activities is specific to Infor CRM and Datasources and Gateways to Microsoft Power Bi — each maps to any object or custom field on the other side. | |
| Campaigns Marketing containers linked to leads and opportunities. | Refresh History Dataset refresh runs read via GET /datasets/{id}/refreshes, including status, type, and timing, to alert on failed or slow scheduled refreshes. | Campaigns is specific to Infor CRM and Refresh History to Microsoft Power Bi — each maps to any object or custom field on the other side. | |
| Custom entities Deployment-specific objects added through the customizable entity model. | Workspaces (Groups) Containers for content read via GET /groups (tenant-wide via GET /admin/groups); mirrored to reproduce the tenant's content hierarchy in a catalog. | Custom entities is specific to Infor CRM and Workspaces (Groups) to Microsoft Power Bi — each maps to any object or custom field on the other side. | |
| Accounts Company records matched against ERP customer masters in syncs. | Activity Events (Audit Log) Admin audit log of user and content actions read via GET /admin/activityevents; loaded for security, access, and usage reporting across the tenant. | Accounts is specific to Infor CRM and Activity Events (Audit Log) to Microsoft Power Bi — each maps to any object or custom field on the other side. |
How changes propagate between Infor CRM and Microsoft Power Bi
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Infor CRM Microsoft Power Bi Interval-based propagation
DetectionStacksync polls Infor CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on modified timestamps.
DeliveryMicrosoft Power Bi does not accept inbound record writes, so this direction carries requests rather than records: Microsoft Power Bi's output flows back as field updates on the originating Infor CRM records.
Microsoft Power Bi Infor CRM Interval-based propagation
DetectionStacksync polls Microsoft Power Bi for changes on an incremental schedule, reading only records changed since the previous pass. Pull-based: no webhooks or change-data-capture.
DeliveryEach detected change is written to Infor CRM through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Infor CRM: Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
- Microsoft Power Bi: Endpoints throttle per user and per app and return HTTP 429 with a Retry-After header. Execute Queries allows up to 120 requests per minute per user and caps a query at 100,000 rows (or 1,000,000 values) and 15 MB; admin scanner metadata APIs are limited to about 500 requests per hour with 16 concurrent.
What ships with Infor CRM ⇄ Microsoft Power Bi
Connect Infor CRM and Microsoft Power Bi for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Infor CRM–Microsoft Power Bi connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Infor CRM or Microsoft Power Bi data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Infor CRM or Microsoft Power Bi record.
Observability
Monitoring
Track your Infor CRM ⇄ Microsoft Power Bi sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Infor CRM and Microsoft Power Bi.
How the Infor CRM and Microsoft Power Bi connectors work
Infor CRM
- Integration surface
- REST-style SData API over the CRM entity model
- Authentication
- User credentials; Infor OS-managed authentication in cloud deployments
- Change detection
- Polling on modified timestamps; no log-based CDC on the API surface
- Capabilities
- read · write
- Rate limits
- Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
Microsoft Power Bi
- Integration surface
- Power BI REST API, including the Execute Queries (DAX) endpoint and admin scanner APIs; a read-write XMLA endpoint is available on Premium, Premium-Per-User, and Fabric capacity.
- Authentication
- Microsoft Entra ID (Azure AD) OAuth 2.0 bearer tokens. Supports delegated user tokens and app-only service principals; service principals must be enabled under the tenant's Developer settings and granted workspace access. Tenant-wide admin reads require the Tenant.Read.All scope.
- Change detection
- Pull-based: no webhooks or change-data-capture. Content is polled via REST list endpoints, dataset changes are inferred from Refresh History and the admin Activity Events audit log, and the scanner API's GetModifiedWorkspaces reports workspaces changed since a given time.
- Capabilities
- read
- Rate limits
- Endpoints throttle per user and per app and return HTTP 429 with a Retry-After header. Execute Queries allows up to 120 requests per minute per user and caps a query at 100,000 rows (or 1,000,000 values) and 15 MB; admin scanner metadata APIs are limited to about 500 requests per hour with 16 concurrent.
How it works
How to connect Infor CRM to Microsoft Power Bi — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Infor CRM and Microsoft Power Bi with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Infor CRM
connected
Microsoft Power Bi
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Infor CRM and Microsoft Power Bi objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Infor CRM ⇄ Microsoft Power BiCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Infor CRM Microsoft Power BiCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Infor CRM and Microsoft Power Bi integration FAQ
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Yes. Stacksync provides a managed, real-time integration between Infor CRM and Microsoft Power Bi — Microsoft Power Bi is a read-only source, so data flows from it into the other system: authenticate both systems, choose the objects to sync, map fields visually, and changes propagate in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Infor CRM and Microsoft Power Bi records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Infor CRM and Microsoft Power Bi connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Infor CRM–Microsoft Power Bi integration in-house.
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Yes — Stacksync ships production-grade connectors for both Infor CRM and Microsoft Power Bi. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Infor CRM: Polling on modified timestamps; no log-based CDC on the API surface. On Microsoft Power Bi: Pull-based: no webhooks or change-data-capture. Content is polled via REST list endpoints, dataset changes are inferred from Refresh History and the admin Activity Events audit log, and the scanner API's GetModifiedWorkspaces reports workspaces changed since a given time. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Microsoft Power Bi side: Refresh History, Workspaces (Groups), Activity Events (Audit Log), Users and Access, plus custom fields where Microsoft Power Bi exposes them. On the Infor CRM side: Tickets, Activities, Campaigns, Custom entities. Stacksync auto-detects both schemas and converts types between the two systems.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 454 integrations available for Infor CRM and Microsoft Power Bi.
Popular · 6 of 454
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No integrations match .
