Posts Tagged ‘Reporting’

Beringer Technology Group's Logo Salesforce vs. Dynamics 365: Sales Reporting and its Limitations

Reporting and sales process defining are key elements to measuring success and identifying trends for sales strategy. There are a few limitations that are revealed in comparing Salesforce to Microsoft Dynamics 365 Sales Enterprise. Salesforce activity forms are great out of the box, but when a sales team desires to leverage a custom activity report, …

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JOVACO Solutions's Logo 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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JOVACO Solutions's Logo 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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WebSan Solutions Inc. 's Logo
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 …

Power BI 101 Webinar Series:
Sales Reporting Dashboard with Power BI
Read More »

Turnkey Technologies, Inc.'s Logo Microsoft Dynamics CRM: How to Report Against a Sandbox Instance

"Turnkey Gets Technical" Blog Series As it's said, "With great power, comes great responsibility"   Microsoft produces hundreds of ‘How To’ manuals to help the average Microsoft Dynamics CRM user, but every now and then developers have questions that go beyond the manual. The Turnkey Gets Technical blog series offers insight to our team’s experiences and offers …

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