Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Demo on Connecting Power BI to Dynamics CRM
Posted on: March 22, 2022 | By: Jim Bertler | Microsoft Dynamics GP
Dynamics 365 CRM is a great option for businesses today because of its cloud-based functionality and its malleability. Users can integrate various third-party applications into their system to increase the productivity and benefits of the CRM.
One popular third-party application is Power BI. With this platform, users can export data to be visualized in many different styles and can collaborate with other team members when analyzing these reports. Power BI expands users’ visibility and helps team members make better informed business decisions. Check out the video below for a brief tutorial on how to connect your Dynamics CRM to Power BI.
Next Steps
Integrating third-party applications into your CRM software can take your business to the next level. If you want to learn more about the intertwinement of Power BI and Dynamics CRM, contact an expert at Logan Consulting today.
