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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 Transcriptclose transcript
Power BI is an incredibly useful tool that is part of Microsoft’s stack which allows you to pull in data from various ar…
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
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.
Power BI is proving to be an intuitive and dynamic interface for working with our data. This makes it easier to conduct regional analysis and forward planning to understand what quantity of components need to be stocked based on projected orders.
- Socket Mobile
- Anna Buckman, Global Sales Systems Manager
Our data is providing us with a source of exploratory analytics to discover trends for what people in the community are looking for, and what problems are occurring. This gives us useful insights we can share to improve local services and it is a valuable layer of data exploration generated by the work we do and capture in Dynamics 365
- Age UK Islington
- Andy Murphy, Chief Executive
We can now look far more closely at our data thanks to Power BI which is giving completely new insights into our data that we never imagined were possible. This is giving us new insights to forecast sales, analyse renewals, and even to predict when contracts will be signed.
- BCR Associates
- Jenny Bicket, Operations IT Administrator
When we look for emerging trends and patterns we could easily spend 20 hours or more collecting and analysing our data but using Power BI everything we need is available in real-time.
- The Matthew Project
- Malin Holm, Data Lead
Reporting is now a million times better than before and we can always dig deeper for more insights. We are also using Power BI which is creating further reporting efficiencies as we were previously stretching Excel to the limit.
- DDC Dolphin
- Alan Hyde, Operations Director