Posts Tagged ‘power bi and crm’

Aha Apps's Logo 10 Reasons Why Power BI Works Well For NonProfits

We all are aware that Microsoft Power BI has a wide-ranging reporting ability that helps users to integrate multiple data sources and swiftly draw insights from an otherwise dissimilar set of information. It is a user-friendly tool, and much of the learning happens while you are actually using it. Like all applications, it has to be used …

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Aha Apps's Logo Use Dynamics CRM Multi-level Management Hierarchy For Security In PowerBI

Throughout our CRM and Power BI career, we all would have faced this requirement where we need to secure access to Power BI report data using the Management hierarchy of Dynamics CRM. In simple words, if I am a Manager in CRM with 5 reportees, I should be able to see my own data in the …

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JourneyTEAM 's Logo When You Should—and Shouldn’t—Use Parse JSON Step | Power Automate and Dynamics 365 CRM

When you’re working with data, not only do you need it quickly, but you also need it in a readable format, especially when you’re working with your CRM system. JSON (JavaScript Object Notation) is one way you can get data faster and in a more readable format with little to no coding experience.   JSON …

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Turnkey Technologies, Inc.'s Logo 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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