Power BI is seamlessly integrated with Microsoft Dynamics 365, offering access to dashboards, reports, and insights without leaving the Dynamics 365 interface. Combining Power BI with Dynamics 365 Sales empowers sales teams with data-driven insights, enhancing their efficiency. Dynamics 365 Sales serves as a robust CRM platform for managing customer information, sales performance, and service management. It integrates with various business applications, facilitating data sharing across departments.
Leverage Power BI template apps like Sales Analytics for Dynamics 365 Sales and Process Analytics for Dynamics 365 to analyze sales data. These apps provide visibility into key metrics, enabling salespeople to identify trends and take corrective measures. Power BI offers data analysis through Power BI Desktop, Power BI Service, and embedded report titles in Dynamics CRM.
Sales Analytics allows monitoring of the sales pipeline, performance analysis, and improvement of the customer purchase experience. Process Analytics provides insights into business process flows, tracking performance indicators and enabling customized dashboards. It also facilitates sales usage reports and opportunity/lead analysis. Explore the link below for more details.