OVERVIEW
Bring clarity to every department
- Create a single source of truth for customer, territory, and product data and uncover powerful insights with intelligent, stunning visuals.
- Get a single, 360-degree view of individual customers by building composite reports that connect data from multiple Dynamics 365 applications.
- Help your team identify key revenue drivers and uncover areas for improvement by analyzing factors like regionality, seasonality, industry, and competitive situations.
- Better understand the factors driving important pipeline metrics and give your sellers more time to focus on the right opportunities with built-in AI capabilities.
- Help your agents proactively address customer needs by monitoring customer sentiment in near real time using alerts to notify you when sentiment levels dip below a certain limit.
- Find out what makes your customers happy with built-in AI visuals like Key Influencers to identify the drivers of customer sentiment and satisfaction.
- Deliver more positive service experiences with customer-specific dashboards that contain the information needed to personalize every interaction.
- Easily track customer service agents’ call performance with a comprehensive view of activity, including volume, customer sentiment, and call length.
- Align your cross-channel campaigns with your ROI and spending goals—a single view offers interactive reports and alerts to analyze campaigns, compare data, and track performance.
- Optimize digital campaigns, target specific audiences, and justify marketing spend with segment-level analytics that provide a holistic view of metrics, traffic, conversion rates, and activity.
- Identify content that resonates with real-time performance insights that unify customer engagement data from your CRM system, email tools, and web analytics channels.
- Increase efficiency across your supply chain with custom dashboards and diagrams displaying production lines and manufacturing data in real time—and address issues proactively.
- Prioritize products, track inventory cycles, and assess and adjust stock levels with dashboards that allow you to spot demand and inventory trends across regions using cloud and on-premises data.
- Improve sales and production with analytics combining sales, marketing, and manufacturing data. Plan new product development and gain visibility into shipments, demand, and projections.
- Increase distribution center efficiency with full visibility into pick rates, shipping delays, and gaps—accessible through mobile apps—and keep customers in the know with proactive communication.
- Identify growth opportunities and monitor costs, sales, and trends with real-time dashboards combining data across your Dynamics 365 apps.
- Get a full view of projections and performance on any device with pre-built dashboards and reports from Power BI to Dynamics 365 Finance—or build your own.
- Securely track and manage expenses in the cloud and on-premises—on any device—with unified dashboards for transactions across your organization.
- Transform your headcount planning in a single dashboard with real-time updates and visuals. Address issues and changes faster with accessible reports and search capabilities to sift through data.
- Build custom reports in minutes and track activities without limitations. Understand important initiatives like inclusion, and measure what matters with a framework of tools.
- Discover insights with custom reports for recruiting systems and apps. Visuals make it easy to explore the hiring funnel, gain awareness about key metrics, and answer recruitment-related inquiries.
Features
Inform decisions across teams with Power BI and Dynamics 365
Connect and enrich data
Get a holistic view of your business by connecting Power BI to your Dynamics 365 data, in near real time.
Uncover impactful insights
Explore insights based on roles and departments by easily embedding custom dashboards directly into Dynamics 365.
Get started faster
View insights and create engaging reports with prebuilt templates and visuals for Dynamics 365—all in a few clicks.
Share with confidence
Securely distribute reports anywhere—and apply access controls to ensure the right people can share, embed, and copy it.
Drive decisions with data
Learn how to auto-generate visuals for a Dynamics 365 page.
SUCCESS STORIES
See how customers use Power BI and Dynamics 365 together
RESOURCES
More about Power BI
Next steps
Get started with Power BI
Uncover powerful insights with intelligent visuals.
Solutions
Powerful integrations.
Unleash your Dynamics 365 data with Azure Synapse Analytics and Power BI
See Azure Synapse Link for Dataverse and Power BI in action.
Follow Power Platform