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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘microsoft power bi’

Adapter Dynamics 365 Sales aux besoins des firmes de services professionnels avec Power BI

Si vous utilisez déjà les tableaux de bord de Microsoft Dynamics 365 Sales, il se peut qu’a priori vous ne voyez pas d’utilité à ceux de Microsoft Power BI. Cependant, il s’agit là d’un outil important pour les firmes de services professionnels puisqu’ils offrent une meilleure visibilité sur les informations dont elles ont besoin, incluant […]

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Improve the Usability of Dynamics 365 Sales for Professional Services Firms with Power BI

If you’re already using the dashboards provided by Microsoft Dynamics 365 Sales, you may not see the need to use Microsoft Power BI as well. However, it can be an important tool to help professional services firms obtain better visibility on all the information they need, even data outside the CRM.   Dynamics 365 Sales […]

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Comment personnaliser votre solution Microsoft Dynamics 365 Sales (CRM)

Nous avons parlé récemment des bénéfices de personnaliser votre solution Microsoft Dynamics 365 Sales. Il est possible d’adapter presque n’importe quoi selon vos besoins et réalités spécifiques, des champs aux formulaires, en passant par différents processus d’affaires et flux de travail (workflows). En faisant en sorte que votre solution de gestion de la relation client […]

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How to Customize Your Microsoft Dynamics 365 Sales (CRM) Solution

We recently talked about the benefits of customizing Microsoft Dynamics 365: from fields to forms and various business processes and workflows, you can adapt almost anything to your specific needs and realitiesBy ensuring your customer relationship management solution works well with your organization’s business processes, you can increase productivity, efficiency and user adoption across your […]

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Étude de cas : Comment tirer profit de vos données CRM avec Microsoft Power BI

JOVACO Solutions aime Microsoft Power BI. Un de ses principaux avantages est qu’elle permet de tirer profit des données de votre solution CRM une fois intégrée à Microsoft Dynamics 365 Customer Engagement. Comme une intégration complète de vos systèmes n’est pas toujours une possibilité à court terme, Power BI permet d’économiser sur vos coûts d’intégration […]

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

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 […]

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Power BI 101 Webinar Series:
Sales Reporting Dashboard with Power BI

In the third part of our webinar series, we’ll be demonstrating how to build a Power BI sales reporting summary from scratch. The sales dashboard will provide not only an overview of your business’s sales performance but also make it easier to drill into sales performance analytics. You will learn all the steps needed to connect your […]

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How to automate ALL your sales & marketing reports – No more digging through data!

If there’s one thing that’s critical for modern sales and marketing professionals, it’s data. Not just for everyday decision making, but for upper management, as well. After all, it’s not easy to secure a sufficient marketing budget if you have trouble piecing together the numbers to back it up. Anyone who works in the field […]

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Comparaison des tableaux de bord Microsoft Power BI et Microsoft Dynamics 365 (CRM)

Quels tableaux de bord sont les plus adaptés à votre entreprise?   Un tableau de bord est un outil d’affaires puissant vous permettant d’afficher des données et de les adapter aux besoins des différents membres de votre entreprise. L’information peut être consultée rapidement puisqu’elle est consolidée en un seul écran facile d’accès. Comme la solution […]

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Dashboards Comparison: Microsoft Power BI versus Microsoft Dynamics 365 (CRM)

Which dashboard is better for your organization?   Dashboards are a powerful business tool that provides a visual display of data, tailored to the various needs of the different members of your organization. The information is consolidated on a single screen so that it can be easily accessed and monitored. As the business intelligence solution […]

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