In this blog, we will be discussing two of Microsoft's top products, Power BI and Dynamics 365. We will touch upon what Power BI is, how we can integrate these two products and the many benefits that come from this integration! So, let's begin!
What is Power BI?
In layman's terms, Power BI is a newer term coined by Microsoft to put a name to all their business intelligence (BI) endeavors. It is a collection of business analytic tools that enable organizations and individuals to organize and display data in a meaningful way.
Microsoft's Power BI is designed to enhance an organization's data reporting and analysis capabilities, and it supports multiple sources. For this post, however, we will be solely discussing Dynamics 365. The integration of Power BI and Dynamics 365 was indeed inevitable, as together, these two services drastically increase an organization's competitive advantage!
How can we use these two together, you ask? Well, there are many ways to use Power BI and Dynamics 365 simultaneously. In the case of Power BI, use the following steps:
- Log in to your Power BI
- Go to your data sources
- Add Dynamics 365
Your data will be synced automatically, and you will now have multiple visualizations readily available.
In the case of Dynamics 365, use the following steps:
- Open the Dynamics 365 settings
- Navigate to the Reporting Tab
- Check Allow Power BI visualization embedding.
Now you have embedded your Power BI tiles to your Dynamics 365 dashboard! That is some cool stuff going on there!
Why integrate Dynamics 365 with Power BI?
Now, you may wonder why you need to integrate your Dynamics 365 with Power BI. There are numerous benefits of doing so and we will be going over each one of them in detail.
Powerful and User-Friendly Workspace
Dynamics 365 allows users to execute routine tasks more effortlessly and effectively by empowering them with action hubs. They can use action hubs to create new activities, manage priorities, and analyze relationship insights. The user-friendly interface makes it easier for employees to understand and move about the workspace, which boosts employee productivity.
Furthermore, the combination of Dynamics 365 and Power BI allows companies to interact with customer data on the go and get meaningful insights. These insights then help companies develop and maintain positive business relationships with clients.
This powerful workspace digs deeper into analytics with empowering data features and allows for better task management.
It also helps develop better communication via email messages and shows the reactions and responses of contacts.
Additionally, it allows for customization through out-of-the-box features, thus helping employees and organizations create their own tailored analytics. With these powerful workspaces and the multiple insights, you can nurture and enhance all business relations.
Power BI integration allows you to augment your operations
The fact that Dynamics 365 and Power BI allow seamless integration makes it quite popular amongst other analytics options. There are multiple (pre-built and custom) content pack options that you can choose from in order to enhance your reporting capabilities. You can choose to make your custom content packs available for your customers as well!
You will be enjoying a complete view of all business users and important metrics through one unified dashboard. This data will be updated in real-time and will be easily accessible from all connected devices. Power BI online will allow you to build dashboards which means that you will always enjoy complete visibility into your data and reports. Furthermore, you will have many options to explore and analyze data in the dashboard using the many tools Power BI integration will bring you!
For example, you can use the SQL server database to build analytics and publish them into content packs!
Personalized Customer Experiences
You know what they say, getting new customers is far more costly than retaining old ones! Dynamics 365 contains multiple targeted applications and is also equipped with deep integration of Cortana Intelligence and Azure Machine Learning. All this allows for positive user-experience and highly nurtured relationships with clients.
With this integration, companies can focus on their customer relations by receiving reminders on their personal devices regarding meetings. Companies can also track sales orders, view information on invoices in real-time, and stay up to date on all customer operations. Additionally, intelligent customer analytics and predictive analytics allows companies to better understand their customers through relevant insights and trends. On top of that, all of this is maintained in one single dashboard! With this, you can put your customer first and ensure that none of their needs are ignored. Having happy, loyal customers was never this easy!
Safeguard Continuous Progress
Dynamics 365 is a suite of apps that are built with a plethora of powerful and intelligent tools. From the Cortona Intelligence suite to Power Apps, from Power BI to Machine Learning, Dynamics 365 has got you covered. With Dynamics 365, you get to truly understand your business and make data-driven decisions. By combining Power BI and Dynamics 365, companies empower themselves to make every touchpoint relevant so that they can respond with preemptive insights into the needs of their clients.
This allows for cost-saving and time efficiency which is a plus for all businesses! Resources are freed up so that the organization can focus on scaling thus safeguarding continuous growth for the company.
The purpose of this post was to enlighten you on the benefits of integrating your Dynamics CRM software with