Your CRM can be a core part of your business intelligence, giving you real-time insights into your business. We can help you customise dashboards, reports, charts and graphs to view live data about your sales performance, customer interactions, lead source and conversion rates, or any KPIs you want to track and measure.
The dashboards in Microsoft Dynamics CRM are highly visual and interactive, allowing you to view your data in different ways, to help you spot new trends, successes, or issues that need addressing. You can create contextual charts and graphs to make your reporting and analysis easy and accessible, and to give you the insight you need for better decision making.
You can use Microsoft Power BI in conjunction with Microsoft Dynamics CRM to view data from your CRM and other systems together in one place, without the need for data integration.
Watch this short video to see the visual and interactive dashboards you can create with Microsoft Dynamics CRM and Power BI: