Benefits of Microsoft Power BI Integration with Microsoft Dynamics 365 CRM

Microsoft Power BI Integration Benefits

Power BI is a suite of business analytics tools that enables users to efficiently analyze data .

With ever-intensifying market competition, advancing technology, digital transformation, and shifting expectations of customers, fortifying your CRM to keep pace with the trend is of utmost importance. Since the Sales function is primarily responsible for bringing in more revenue, improving the sales process plays a major role in improving profitability. To improve the sales process, you must empower your sales reps to make informed business decisions with data-driven insights. Power BI is a suite of business analytics tools that enables users to efficiently analyze data and share insights within the team. The best way to fortify your CRM is by championing Power BI.

What is Microsoft Power BI?

The Power BI platform contains a suite of business analytics tools that enables users to analyze data, share insights and engage in real-time analytics. Power BI also encourages users to build intelligent apps through its custom development features. Microsoft Power BI is a robust and enterprise-grade tool that consolidates data from multiple sources into one platform. The platform creates reports and dashboards that help you understand what is happening with your business with compelling visualization.

Microsoft Dynamics 365 Integration

Microsoft Dynamics 365 integration is highly beneficial for any organization irrespective of how small and large scale business is. This integration allows organizations to leverage all tools and resources to get their business efficiently done.

The extensive Dynamics CRM integration capabilities do not require much configuration. Dynamics CRM integration with any Microsoft products and a myriad of third-party applications is simple. This integration of Dynamics 365 can help you manage end-to-end business processes effectively with the power of Dynamics, coupled with the required business applications that can be integrated.

Power BI integration with Dynamics CRM

The Power BI integration with Dynamics CRM can help you leverage the best of Dynamics CRM investment. When Power BI is integrated with Dynamics CRM, the reports on Power BI can be generated using Dynamics CRM ODATA Layer. Then the Dynamics CRM displays data using the ODATA Web service Layer, which then enables Power BI to extract the data and create reports and dashboards based on it.

Pairing Microsoft Power BI with Microsoft Dynamics 365 CRM

By integrating Power BI to your Dynamics 365 CRM, the business intelligence capabilities and powerful insights of your sales team will dramatically increase. Though Dynamics 365 CRM has native reporting capabilities, adding another reporting layer advances the application and boosts the performance of your sales team. Here are some of the significant advantages that Power BI brings to the field:

  • Connects to any data source and consolidates data in one central place
  • Provides quick and easy access to Power BI reports, graphs and charts through the mobile app
  • Presents information in an easy to understand visual format (charts and graphs)
  • Provides a clear view of your sales data trends over time
  • Shares dashboards and other meaningful insights quickly
  • Provides pre-built dashboards, reports and data models
  • Creates and customizes fields easily
  • Embeds sales reports, charts and graphs into Dynamics 365 CRM dashboards and any apps within your CRM software

Time to empower your Sales Team

Power BI and Microsoft Dynamics 365 CRM are a powerful duo that will transform your sales team into a super-efficient, super-performing elite group. The platform integration will help your sales team track leads and sales opportunities, monitor customers, enrich the entire sales process, and increase sales revenue.

To learn more about Dynamics 365 solutions and Power BI capabilities, please reach out to us!

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