Power BI for Microsoft Dynamics

Drive smarter business strategies with integrated analytics and reporting tools

Power BI Overview

Enjoy centralized and integrated tools for business analytics and reporting. Make smarter, faster decisions with real-time precision and full insight into your business’s operational and financial performance. Cut costs and time with ready-to-use dashboards and datasets which are easily embedded across devices. Connect to hundreds of data sources and bring your data to life with Power BI for Microsoft Dynamics 365!

Big picture analytics in a single real-time interface

From ad-hoc research to enterprise-level reporting, Power BI is the market-leading business analytics and reporting software that businesses turn to for big-picture insight into their financial and operational performance. With a simple-to-use and centralized interface, Power BI is a powerful solution for faster, real-time decision making. It provides connectivity across departments and devices, as well as a huge potential for cost savings and productivity, reducing investment in multiple resources and maintenance. In this short video, we delve further into Power BI. Take a look!

Video Why Power BI is a great tool for you
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Did you know?

* Gartner, 2018 Strategic Roadmap for Postmodern ERP, January 17, 2018

Unify data and departments around shared strategies

Power BI is a business analytics solution that lets you visualize your data and share insights across your organization. Among the benefits of Power BI are its full integration with Microsoft’s market-leading business technologies and its Cloud server, as well as simple tools to embed data in your app or website. With Power BI, you can:

  • Share the latest operational data across departments and devices in just a few clicks
  • Easily spot trends in real-time to better analyze which product or service to prioritize
  • Make data-rich presentations using Power BI’s reporting tools
  • Enjoy a comprehensive overview of ledger processes, KPIs for financial systems and operational data
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Power BI for different departments

Power BI really comes into its own for finance professionals. On-demand reports from multiple sources are quickly generated to inform strategic decision-making, drilling down from information held at summary statement level to account level in a single view. Information about unanticipated cost increases and other anomalies are revealed more quickly with automatic updates based on real-time information.

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Power BI is a sharp tool for customer services teams to link product or service performance with customer behavior. On an operational level, it tracks all customer engagement; allows your team to analyze closed cases; and monitors channel performance, call ratings and hold times, as well as resolution statistics. All in all, Power BI is a smart choice for the monitoring of customer service performance and its impacts on financial results.

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Power BI is a fully integrated tool that relieves managements and marketers of the blind spots in their campaigns. Marketers can monitor available resources and analyze activities by product, service, market segment, customer trends, actions, and/or feedback. Power BI also provides a wealth of data and insights to identify new strategies and opportunities for upselling or cross-selling, while delivering complex metrics including on revenue, marketing costs and campaign-specific performance.

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Power BI allows teams to track performance metrics and visually demonstrate customer profiles from initial contact through to post-sale. Customized dashboards allow sales teams to optimize forecasting, achieve defined targets with greater speed and efficiency, and ultimately, increase profitability, while also pinpointing and addressing underperforming areas.

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Power BI integrates seamlessly with Microsoft Azure’s Active Directory so IT teams can operate on a range of metrics and efficiently identify potential risks. For Help Desk teams, Power BI streamlines operations with tools to overhaul ticket resolution processes based on trends and the comparison of performance metrics. Overall, Power BI fuels IT teams with robust data for improved security and service.

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