Power BI and Dynamics 365

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Power BI and Dynamics 365

Power BI and Dynamics 365 are delivering valuable insights for organizations across sectors and around the world.

One of three components of Microsoft’s Power Platform, Power BI collects intelligence and data analytics from multiple sources such as Dynamics 365. The business intelligence and data analytics solution can create reports, charts, dashboards and KPIs. Once published, end users, stakeholders or employees can access view mission critical data in real time via a browser or the Power BI app.

Vital elements include:

  • Services: a reporting, authorization, and dashboard access point, which allows you to produce information, modify frames and process data without help from any other systems.
  • Desktop: a tool for creating dashboards and data visualization.
  • Data Gateway: a solution that coordinates data between cloud services and local sources.

Companies are leveraging Power BI with Dynamics 365 Customer Engagement to gain key insights into sales activities and customer buying trends. Users create personal dashboards and can include Power BI tiles, or they can create a new dashboard and sync it up with an existing Power BI dashboard. First, Dynamics 365 CE needs Power BI Visualizations settings set to “Yes”–

  1. Settings
  2. Administration
  3. System Settings

For ease of use, Power BI can be embedded in Dynamics 365 to display published dashboard views of data from multiple sources including Business Central.

Power BI provides a flexible alternative to reports built directly in Business Central, permitting customizable visualization, and even merging data from different companies. Some Power BI reports can also be inserted in Business Central just like Dynamics 365 CE, however complex dashboards are better experienced straight from the Power BI website.

One of the most useful aspects of Power BI is being able to create and use KPIs quickly and easily if you have your information ready. KPIs are the best way to communicate with your customers and track the progress of a specific project or goal. Power BI’s KPIs need three important values- Actual, Target and Trend.

Power BI and Dynamics 365 offer many major benefits for powerful reporting and deep insights:

  1. Seamless integration
  2. Personalized dashboards
  3. Real time visibility
  4. Simple enough for end users to manage

Power BI and Dynamics 365 offer a smooth transition to clear, concise and cleaner visual reports, charts and KPIs, better tracking of performance goals and control over most important metrics for your sales.

To learn more about Power BI and Dynamics 365, contact an Admiral representative today!