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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.

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.

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