Power BI is the business intelligenceA Microsoft tool for business analytics and data visualization. Thanks to its simple and intuitive user interface, you can create reports and dashboards from your business data on your own, without having to rely on the IT department. So you definitely don’t need to be a data expert to gain insights from your data using Microsoft Power BI.
Using Microsoft Power BI with Dynamics 365
Although Microsoft Dynamics 365 itself already includes a number of easy-to-read dashboards, it’s a good idea to supplement them with Power BI dashboards. Microsoft Power BI offers standard a integration with Microsoft Dynamics 365 and that leads to more accurate analyses of marketing data, the sales pipeline, and forecasts, … .
At Alistar We use Power BI with Dynamics 365 including, among others, the sales follow-up and creating, visualizing, and sharing the reports listed below:
- Revenue reports (year-to-date vs. previous year-to-date): by customer, region, sales representative, sales team, product, product group, …
- sales activity Reports: Which types of customers are visited frequently? What is the breakdown by type of sales visit? Are our salespeople focusing on the right customers?
- cross-selling and upselling reports.
For one of our international clients, we went a step further and connected Power BI not only to data from Microsoft Dynamics 365, but also to their existing multidimensional data structures (i.e., cubes). This allows this customer to also access its existing on-premises analytical data from Microsoft Power BI.
