Unlocking the full potential of your CRM data is essential for making data-driven decisions. With Dynamics 365 and Power BI, you can transform raw data into interactive visualizations and dashboards that provide real-time insights. In our latest video, Brian Begley from enCloud9 takes you through the process of how to create Power BI dashboards within Dynamics 365 and integrating them into a custom dashboard. If you’re looking to improve reporting and analytics in your CRM, this step-by-step tutorial is a must-watch!
Why Create Power BI Dashboards in Dynamics 365?
Power BI is a powerful analytics tool that allows you to create dynamic reports and dashboards. By integrating it with Dynamics 365, you can:
Visualize CRM data in an intuitive and interactive format
Identify trends in sales opportunities, revenue, and performance metrics
Build dashboards that update automatically with real-time data
Enhance decision-making with data-driven insights
What You’ll Learn in the Video
In this tutorial, Brian walks through:
How to use the Visualize This View feature in Dynamics 365
Creating and customizing Power BI reports based on CRM data
Saving and pinning reports to a Power BI dashboard
Bringing your Power BI dashboard into Dynamics 365 for seamless acce
Learn How to Create Power BI Dashboards Now!
This tutorial about how to create Power BI dashboards is perfect for sales teams, CRM users, and business leaders who want to take their reporting to the next level.
enCloud9: Your Dynamics 365 Experts
At enCloud9, we help businesses customize, optimize, and fully utilize Dynamics 365 to improve efficiency and drive growth. Whether you need help configuring settings, automating processes, or integrating with other tools, our team is here to support you.
Improve Navigation & Usability – Get a CRM that works for your team
Enhance Data Insights – See the information you need, when you need it
Seamless Integrations – Connect Dynamics 365 with your essential tools
Ongoing Support & Training – Stay ahead with expert guidance
Ready to take your Dynamics 365 experience to the next level? Contact enCloud9 today! Let’s optimize your CRM for success!
•Visit us at: www.encloud9.com
•Get in touch: 1-844-264-0729
•Email us at: info@encloud9.com
•Book an appointment: Schedule Here
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The post How to Create Power BI Dashboards in Dynamics 365 appeared first on CRM Software Blog | Dynamics 365.
