Updated · Originally published
If analytics are important in guiding your business strategy, it’s critical that you understand the limitations that Salesforce.com imposes on the export of data to Excel. Based on a proprietary platform, Salesforce.com’s database architecture restricts the ability to search and export data without expert assistance.
Not only are the dashboards and reporting within Microsoft Dynamics CRM flexible and easy to use, but the ability to connect directly to Power BI for sales and marketing is a must-have for organizations that want to combine the power of their data for predictive analytics.
With Power BI, you can integrate data from all sources and turn it into rich information that can predict what your customers will buy, spot trends in buying patterns, and match data from outside sources for even bigger insights. The future of business strategy lies with data consolidation and analysis.
Remember:
Microsoft Dynamics CRM
- Inline analytics
- Easy one-click drill down with inherited access and security
Salesforce.com
- No inline analytics
- Drill down from static image takes 7 to 15 clicks.

There are many more differences to consider. If you are interested in comparing the value and benefits of Microsoft Dynamics CRM versus Salesforce.com for your organization, Contact ForgeXRM.
ForgeXRM + Microsoft
develops innovative solutions that drive productivity and empower businesses to achieve more with the and .
With our deep specialization, industry-leading CRM solutions for and , and Add-Ons for and our configurable , we accelerate innovation and empower businesses to maximize their CRM investments.
. We’d love to connect and learn more about your goals and explore how can support your organization’s needs.
By Ryan Plourde, ForgeXRM,


