Sherlock Calls
for Power BI
Your call investigations need Power BI context. Sherlock will connect Microsoft's BI platform to your voice data — ask questions combining call logs with Power BI metrics, all from plain English in Slack.
TL;DR — What this integration will do
- 1
Sherlock Calls will connect to your Power BI workspace via Microsoft OAuth — read-only, no report modifications, no dataset changes. Your team will be able to pull BI context into call investigations from Slack in under 2 minutes.
- 2
You will be able to ask 'What do our call center KPIs look like in Power BI this week?' or 'Pull the customer churn report for accounts that had call failures today' — answered with sourced Power BI data.
- 3
Sherlock will query Power BI datasets and reports to surface business metrics during call investigations — turning your existing BI investment into instant answers in Slack.
30M
Power BI monthly active users
30%
Global BI market share
97%
Of Fortune 500 use Power BI
About Power BI
What is Power BI?
Microsoft Power BI is the world's leading business intelligence platform, with 30 million monthly active users across 375,000+ organizations globally — including 97% of Fortune 500 companies. Holding 30% of the global BI market, Power BI integrates natively with Microsoft 365, Azure, Dynamics 365, and Teams, and celebrated its 10th anniversary in July 2025 with the launch of Microsoft Fabric.
About Sherlock Calls
What is Sherlock Calls?
Sherlock Calls is an AI call detective that lives in your Slack workspace. It connects to voice providers, CRMs, and ad platforms, then answers any question about your calls in plain English — in under 5 seconds, with no code, no new dashboards, and no SDK required. Think of it as a senior analyst always on call, inside the tools your team already uses.
Planned Setup
Connect Power BI to Sherlock in 2 minutes — when it launches
No code, no webhooks, no new dashboards. Here's how setup will work.
- 1
Connect Power BI via Microsoft OAuth
Authorize Sherlock Calls with read-only access to your Power BI workspace via Microsoft OAuth. No report modifications, no dataset changes, and no Power BI admin configuration is required.
- 2
Add Sherlock to Slack
Install the Sherlock Calls Slack app to your workspace. Your operations and analytics team can pull Power BI data into call investigations from any channel immediately.
- 3
Run your first BI-enriched query
Ask 'What does our call center performance report in Power BI show for this week?' — Sherlock queries Power BI and your telephony data and returns a correlated, sourced answer.
Future Use Cases
What teams will ask Sherlock about Power BI
- SC“What do our call center KPIs look like in Power BI this week vs last week?”
- SC“Pull the customer satisfaction report for accounts that had call failures today”
- SC“Which Power BI report shows our cost per call broken down by channel?”
- SC“What does our SLA adherence look like in Power BI during peak call hours?”
- SC“Show me the Power BI data for our top 10 call volume regions this month”
Planned Features
What you'll be able to do with Power BI
Report Access
Pull any Power BI report into Slack during a call investigation. Get the BI context you need without navigating Power BI Service.
Dataset Queries
Query Power BI datasets in plain English from Slack. Surface call performance metrics, SLA data, and operational KPIs during live investigations.
KPI Monitoring
Pull Power BI KPIs and scorecard metrics into call investigations. Understand whether call anomalies are reflected in your business performance data.
Dashboard Surfacing
Access Power BI dashboards from Slack. Bring the visual context of your BI dashboards into text-based call investigations without switching apps.
Microsoft Fabric Integration
For teams on Microsoft Fabric, Sherlock can query unified analytics data combining Power BI semantic models with OneLake data for deep call intelligence.
Cross-Platform Correlation
Combine Power BI business metrics with Dynamics 365 CRM data and telephony call logs for enterprise investigations with full Microsoft ecosystem context.
AI Tools
6 specialized tools, zero configuration
Sherlock will pick the right tool automatically. You just ask in plain English — the AI will know which APIs to call and how to correlate the results.
FAQ
Common questions about Sherlock + Power BI
How does Sherlock Calls connect to Power BI?
- Sherlock connects to your Power BI workspace via Microsoft OAuth with read-only access to reports, datasets, dashboards, and metrics. No report modifications and no Power BI admin configuration is required. Setup takes under 2 minutes.
Can Sherlock pull Power BI reports into Slack?
- Yes. Sherlock can surface any Power BI report or dashboard from a natural language Slack question — 'Show me our call center report in Power BI' — without you needing to open Power BI Service.
Can Sherlock correlate Power BI data with Dynamics 365 and call logs?
- Yes. Connect Power BI, Dynamics 365, and your telephony provider to Sherlock for enterprise investigations combining BI metrics, CRM context, and call-level data in one query.
What Power BI data can Sherlock Calls access?
- Sherlock can access Power BI reports, pages, datasets, dashboards, tiles, and scorecard metrics. All data is queried via the Power BI REST API in real time — nothing is replicated or stored.
Is Sherlock Calls read-only on Power BI?
- Yes. Sherlock accesses Power BI in read-only mode — it never modifies reports, changes dataset definitions, or alters any Power BI configuration.
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