Power BI Enhances the CRM Experience
Posted on: February 20, 2022 | By: Jim Bertler | Microsoft Dynamics CRM
Microsoft’s Power BI application provides users with a variety of tools to construct detailed, insightful visualizations of data. Moreover, these coherent visuals can be dispersed and discussed among users, yielding collaboration in analysis. It can transform your bulky, confusing Excel sheets into aesthetically intuitive dashboards.
CRM users can integrate Power BI into their software in order to maximize the benefits of the solution. By doing this, they are able to develop various methods of data exploration. Because the two applications are integrated with one another, users can access and look at any relevant data. These visualizations and dashboards can be manipulated and changed around to highlight different characteristics in the information that users want to focus on. These can be shared with other users who can also switch around filters and viewing options. In a time where remote work environments have become the norm, the collaborative feel of Power BI helps CRM users analyze information cohesively and make the necessary changes. This is especially relevant for those in the sales and insurance industries.
Next Steps
Upgrading your CRM by integrating Power BI can be a gamechanger for your company. Contact an expert at Logan Consulting today to learn more about these benefits and how we can help you.