Odoo CRM → Microsoft Power BI
AI-first ETL from Odoo CRM into Microsoft Power BI. Governed entities, incremental sync, typed landing tables.
How Datrise loads Odoo CRM into Microsoft Power BI
Datrise syncs Odoo CRM's modular CRM entities, opportunities, and revenue process data into Microsoft Power BI as star-schema-friendly tables for an Import or DirectQuery dataset. Flexible or custom fields land in flattened columns (nested fields expanded), and timestamps such as created, updated, and status changes are typed as date/time columns with a date table.
Sync is incremental: Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd, so re-runs update only what changed. Date-partitioned fact tables matching incremental-refresh policies. Power BI measures and relationships live in the .pbix model, so Datrise keeps the underlying tables stable and star-schema-shaped.
Ideal for Microsoft-stack self-serve reporting.
Endpoints
Odoo CRM: Modular CRM in the Odoo suite for leads, opportunities, and revenue.
Microsoft Power BI: Microsoft business intelligence with datasets, reports, and semantic models.
How Odoo CRM entities map to Microsoft Power BI
| Odoo CRM entity | Microsoft Power BI object | Notes |
|---|---|---|
| modular CRM entities | odoo_crm_modular_crm_entities | id PK · custom fields → flattened columns (nested fields expanded) |
| opportunities | odoo_crm_opportunities | id PK · linked to odoo_crm_modular_crm_entities |
| revenue process data | odoo_crm_revenue_process_data | id PK · linked to odoo_crm_modular_crm_entities |
FAQ
How does Datrise handle Odoo CRM's custom fields in Microsoft Power BI?
Flexible values are stored as flattened columns (nested fields expanded), so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft Power BI types.
How does the Odoo CRM to Microsoft Power BI sync stay up to date?
It runs incrementally — Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd.
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Early access
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