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Advantages of Using Power BI with Dynamics 365 CRM.

 To make informed decisions that enhance profitability and sales, you need data-driven insights that are qualitative. You should also be able to share this information among staff members and between groups. This can be a challenge if your company data comes from various sources or in case your current reports are not giving you the information that you want.

By combing Microsoft Power BI using Microsoft Dynamics 365 CRM, you can support your sales team with strong insights into ways.

What's Microsoft Power BI?

Cloud-based business intelligence tool that consolidates data from various sources on a single stage. You can then use this information to make reports and dashboards that help you understand and visualize what's happening in your business.  

Power BI can consolidate information between different sources and software programs that are different if the programs aren't integrated. You can call sales info from Dynamics 365 CRM and financial date from accounting system and then combine them into a revenue management dashboard.

The benefits of using Power BI with Dynamics 365 CRM

Power BI has features that enhance the business intelligence that your sales team can get from Dynamics 365 CRM.

By incorporating a reporting layer which goes beyond the constraints of Dynamics 365 CRM's advanced research capabilities, Power BI expands what you can learn about your sales performance.


Advantages of using Power BI for Sales

• Connects to almost any data source and consolidates sales data in a central location.

• Presents data in a visual format such as tables and charts so advice is easy to comprehend at a glance.

• Provides predefined dashboards, reports and information units with all the flexibility to create your own with custom fields.

• Permits the Sales reports, charts, and graphs that you create to get integrated into your Dynamics 365 CRM dashboards and some other applications that you create on your CRM software.

• Permits you to see trends in earnings data over time, enabling your team to forecast customer buying behavior and tailor your plans.

• Make it easy to discuss dashboards and other key information including operations, finance, and executives, with your organization team members.

• Has a mobile Program that provides access to Power BI reports, charts, and charts on the go.

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