Blogs & News
How to use Power BI reporting in Microsoft Dynamics 365 CRM
20 November 2023
Power BI can be used as a personal reporting tool, and in its simplest form, runs on your PC extracting data from the CRM. However, if published to the cloud, you can, with the right level of licensing, share your reports with your colleagues, and also schedule reports and emails of reports to run automatically.
What can Power BI do?
Power BI has lots of functionality!
It is a powerful reporting tool which can extract data from a range of sources and therefore compare data across finance, sales, marketing, operations and project management systems.
The video below provides an overview of the types of reporting and data extraction available to CRM users.
Watch the video and see some of the interesting and informative visuals that are available to you in Power BI.
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a comprehensive customer relationship management software, used by small medium & enterprise sized businesses, to give you and your team the power to drive sales growth.
Connect your sales, marketing, and service teams with Microsoft Dynamics 365 CRM – breaking down any data silos.
Dynamics 365 CRM offers a choice of role-based CRM modules: sales, marketing, customer service & field service – simply choose which modules are needed for your business.
This progressive technology helps you to:
- Generate insights
- Analyse performance
- Attract new customers
- Retain existing customers
Speak to a member of the GCC team and find out more about Dynamics 365 CRM and Customer Engagement.