Case Study: Make the Most of Your CRM Data with Microsoft Power BI

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JOVACO Solutions loves Microsoft Power BI, and one of its main benefits is that it can be integrated to Microsoft Dynamics 365 Customer Engagement to leverage the wealth of data stored in your CRM solution. While a full system integration may not be the answer or a possibility in the short term, Power BI lets you save on integration costs by aggregating information stored in discrete systems within robust, customizable dashboards.

Many organizations experience this situation: customer details are in the CRM, while invoicing and financial information is in the ERP solution, making it difficult to pull out that information natively. The integration possibilities offered by Power BI can help them overcome their daily challenges by ensuring they have the information they need when they need it and providing all the tools required to make quick decisions and better control operations.

This was the challenge faced by an IT recruitment and placement agency with a large sales team that required access to real-time information directly from the CRM, where they managed their sales process. This data had to be pulled from various databases in a consumable format, based on a variety of dimensions; it was previously manipulated in Excel, but by the time it was sent to the various managers in the appropriate format, the details were already stale. The agency needed to analyze this data quickly, before the information became outdated.

The main points the agency needed to access were:

  • Client revenues (recurring versus net new)
  • Sales and margins in dollars
  • Number of resources placed (employees versus external subcontractors)
  • Billables: Delay variances
  • Rolling forecasts versus actuals


By implementing Power BI and linking it to their Microsoft Dynamics GP and Dynamics 365 Customer Engagement solution, JOVACO Solutions provided them with real-time dashboards to aggregate the information they previously had to gather manually from various sources, resulting in stale details. The sales team now enjoys real-time visibility on numbers directly from Dynamics GP and CRM, while managers can take advantage of the numerous business intelligence features offered by Power BI to manipulate, visualize and share their data as needed.

This is just one example of how Power BI can help organizations obtain the information they need in a consumable format, providing improved insights into data for better decision making. Thanks to customizable dashboards and robust business intelligence tools, Power BI ensures that every user has access to the data they need directly from their CRM solution for better visibility and increased productivity.


By JOVACO Solutions, Microsoft Power BI expert in Quebec

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