Hello,
My team currently pulls data from CRM on a weekly or monthly basis, create a report via Excel, and manually uploads the report to a SharePoint site.
I am trying to come up with a solution that would ideally automatically create a report, update it with the latest data (from dynamics crm), and publish it on SharePoint, using interactive dashboards. A report that would allow for drill-downs within the SharePoint site would be ideal.
What kind of technologies or systems would I need to implement to get something like that?