Skip to main content

Microsoft Dynamics 365 dashboards vs. Power BI dashboards

Whether you need to monitor the number of available opportunities or determine which marketing campaigns with the maximum leads, Microsoft Dynamics 365 (as well as its earlier version Dynamics CRM) has extensive analytics to get the task finished. You will find Dynamics 365 reports, views, charts, and dashboards. Organizations that desire more insight into their Dynamics 365 data may locate the functionality unsuitably. That's where Power BI analytics comes from, represented by dashboards and reports to provide companies replies to their critical questions.

Fortunately, Power BI and Dynamics 365 can be readily integrated. With Power BI Connector, for instance, a few clicks are all it takes. If you're unsure if you require Power BI reporting features, review the vital differences between Microsoft Dynamics 365 dashboards and Power BI dashboards.

Power BI dashboards vs. Dynamics 365 dashboards: 3 must-know things

Consider the factors to find out whether Dynamics 365 or Power BI dashboards are a match for your company.

1. Different types of Charts

There are two different types of Microsoft Dynamic 365 dashboards: user dashboards and system dashboards. Sales, customer support, and marketing staff can create user dashboards, while CRM administrators create system dashboards. User-friendly dashboards in Dynamics 365 may have a maximum of 6 graphs per dashboard and display company data in various ways, such as funnel, bar chart, pie graph, and bar graph.

Sunbridge Software Services Inc

Power BI Dashboards can consequently include as many charts (or graphs) as needed. The chart types accessible Power BI include area graphs, bar and column charts, combo graphs, funnel charts, and much more.

2. Use cases

Dynamics 365 Dashboards are helpful for viewing the daily activities and performance of client support teams, marketing, and sales. Use cases for Dynamics 365 dashboards are opportunities on top opponents from the last period or the stage.

Power BI Dashboards support context-based situations more complex and reveal trends in customer support, marketing, or sales over the years and years, but also in time. For instance, Power BI dashboard summarizes the vibe of posts and tweets on your product/service or might reflect a viral media campaign. The tool may also predict future trends based on data sets that are current.

3. Reliability

Dynamics 365 Dashboards can be shared with Dynamics CRM users. Power BI dashboards maybe shared with Power BI users and consumers using Microsoft Office 365 accounts (free Power BI accounts may be installed in Microsoft Office 365).

If you aren't sure yet which dashboard you would like, we recommend that you think about how complicated the information analysis you need. For regular customer analysis jobs that don’t demand a great deal of data, Dynamics 365's reporting capabilities could be sufficient. If you need more in-depth info to understand your customer data from all perspectives, you need to make use of Power BI functions. If you need help analyzing the feasibility of both options for your company, or Please don't hesitate to contact our team.


Comments

  1. todaystatusDecember 15, 2020 at 2:07 AM

    With Microsoft Dynamics 365 for Sales Professional, focus on what’s most important with complete customer interaction history, guidance toward optimal outcomes, and rich interactive dashboards. Dynamics 365 for Sales Professional brings all your information into one place to help you focus on key success metrics and goals, and helps you easily spot new trends in real-time.
    Microsoft Dynamics 365 for Sales Partners- https://www.alletec.com/microsoft-dynamics-365-partners/

    ReplyDelete

Post a Comment

Popular posts from this blog

Powerful Benefits and Importance of CRM in Manufacturing Industry

Nowadays to get a competitive edge is essential to exceeding your customers' expectations. It ends up that CRM software for manufacturing has revolutionized many businesses because it delivers a global perspective of the entire company on a single platform and allows you to easily manage payments, stocks, and stakeholders. Are you starting to think that you ought to implement a brand new manufacturing CRM? The Importance of CRM in the Manufacturing industry Here are five advantages that describe why a Manufacturing CRM solution is so important and how it can add value by creating a firm that anticipates client demand. Precise Prediction of demand This feature is very helpful for companies working in fast-changing industries such as high technology, electronics, retail, etc. A CRM manufacturing solution can help manufacturers reduce the time it takes to develop a product from concept to market. Consequently, you don't need to put money into multiple production planni
2 comments
Read more

Microsoft Dynamics 365: Advantages for Manufacturers

The current connection between refining manufacturing productivity and increasing customer satisfaction have disturbed the market. Many manufactures today focus on incorporating digital and physical systems that reduce prices, improve efficiency, provide flexibility, and can enhance visibility. They are currently moving towards the term smart factory. Trying to connect devices and factories so as to enhance all aspects of their operations, to utilize factory data information - productivity increase and to optimize customer satisfaction. Here's how Microsoft Dynamics 365 can help Manufacturer Optimizing supply chain operations transparency By visualizing, integrating and collecting supply Chain data, manufacturers have a clearer idea of their procedures from production to sale. For example, a sizable automation firm has discovered that competitive edge is increased by automating the collection and evaluation of information from remote facilities through quicker marketin
Post a Comment
Read more

Implement Microsoft Dynamics 365 Customer Service and get customers for a life-time

How can an ERP like Microsoft Dynamics 365 improve your customer service in a practical way? What comes to mind first when we talk about digital transformation? Typically, these are technological solutions. Whether it is the automation of robotic processes or low-code applications, the business world is full of solutions that every SME wants to use in one way or another. Many companies are using these technologies to improve their business agility and become more competitive. They often do this by investing in solutions that address common business problems, such as B. Data silos and repetitive manual processes. However, improving business processes is one aspect of the transformation. How an ERP like Dynamics 365 can improve your customer service Businesses can use Enterprise Resource Planning (ERP) to get a complete overview of their processes, especially in finance, human resources, marketing, project management, and other essential functions. In recent years, t
1 comment
Read more