Using Power BI Dashboards in Dynamics 365

In this video we talk you through how to use the Dashboards that are created as part of the free content packs available from AppSource (called Sales Analytics for Dynamics 365 and Customer Service Analytics for Dynamics 365) in Dynamics 365 as your own Dashboard or make this available for others.

This allows sales managers to get insights into their accounts, sales and opportunities. Details are given on sales performance, sales pipeline and activities. Sales performance can be tracked through metrics such as won revenue, average deal size, win rate, lead conversion rate and much more. Customer service managers can get valuable insights about the business in terms of customer service performance, activities and active cases. Metrics are provided out of the box to track service performance via resolved cases count, average handling times, % of escalated cases, CSAT scores and much more.

Even more excitingly a hybrid dashboard can be created, using the elements (Tiles) from each Dashboard that are most relevant to the person you are creating the dashboard for, you can mix and match tiles from different Power BI Dashboards along with Views from Dynamics 365 to give a truly bespoke dashboard with job role-specific information. This means that Power BI can be used by companies to manage the information views that managers in particular need, with possible cost reductions in licencing, as they may get everything they need from the Dashboard or Report in Power BI and so not actually need a Dynamics 365 licence or NAV licence.

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