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Discover insights hidden in your data with Microsoft Power BI visualisations and create a data-driven culture with business intelligence for all

Unify data to create interactive, immersive dashboards and reports that provide actionable insights and drive business results.

Uncover insights

Uncover Insights

Connect to any cloud or on-premise data source to find the best insights and answer crucial business questions.

Data connectors

Data Connectors

Directly integrated with Dynamics 365, PowerApps, Microsoft Teams & Power Automate + prebuilt content packs.

Empower Everyone

Empower Everyone

Bridge the gap between data and decision-making with access to the real-time metrics that matter most.

By connecting to Power BI, your data is immediately transformed into rich visuals to reveal insights and spot trends. Use our managed service to learn how to create Power BI reports, or instruct our consultants to create custom visualisations that will bridge the gap between data and decision-making.

Demonstrating Power BI

How To Increase Reporting Insight With Power BI

Demonstrating how Power BI connects with Microsoft Dynamics 365 to transform business reporting through powerful visualisations and data insights. In this recorded webinar, see what's new, and find out how Power BI will help you boost productivity and experience your CRM data in new ways. 📊 📈 💡

Video Transcript

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Power BI is an incredibly useful tool that is part of Microsoft’s stack which allows you to pull in data from various ar…

Sales Analytics

To understand and improve sales effectiveness Microsoft Dynamics 365 analytics include:

  • Top opportunities/salespeople per quarter
  • Sales cycle duration
  • Lead and opportunity conversion rates
  • Overdue opportunities
  • Opportunities won/lost per month
  • New opportunities per week
  • Marketing campaign effectiveness, lead generation rates
  • Sales pipeline and forecast reports by: month, quarter, year, salesperson, region, product & sales stage

Customer Service Analytics

Service dashboards and reports track trends including spikes and dips in service calls and client complaints to measure teams against key performance indicators including:

  • Customer satisfaction rates
  • Case resolution times and average days open
  • Open and overdue activities by owner, team, type, priority, account
  • Service activities created in the current month vs last month
  • Performance versus Service Level Agreement benchmark
  • Contracts nearing expiry

Marketing Analytics

CRM marketing dashboards provide marketers with the insight to measure campaigns, track marketing spending and assess customer value. This includes:

  • Overall campaign effectiveness and ROI
  • Campaign cost analysis and cost variance
  • Most profitable/responsive market segments
  • Number and value of leads/opportunities by campaign
  • New leads per week/month
  • Lead conversion per month
  • Leads by owner, source, campaign, channel

Extended email marketing reports are accessible when Dynamics 365 is integrated with ClickDimensions.

Is Power BI included in Dynamics 365?

Power BI is not included in Dynamics 365 but can be signed up for separately and integrated with Dynamics easily. This is available as a free solution but does not allow report and dashboard sharing amongst teams. 

Power BI Pro is priced at £7.50 per user / month, providing 10GB of storage, 1GB report capacity, collaboration tools and full integration with Microsoft applications including Dynamics 365, Office 365 Groups and Teams.

Power BI Premium is available @ £3766 per month / dedicated cloud compute for enterprise requirements enabling organisations to make use of a dedicated capacity of 50 GB for large datasets and export reports into an app for sharing with any user.

Find out more

Connect CRM and other data sources with Power BI to quickly gain new data insights. Contact us to learn more about how Power BI can help your business embrace a data culture where new insights are uncovered each day.

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Microsoft Power Platform

Power BI is part of the Power Platform, a single low-code platform that spans Dynamics 365, Office apps, Azure and standalone apps - both cloud and on-premise

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