Dynamics 365 for Reporting

Supply critical information with Dynamics 365 Reporting

Dynamics 365 for Reporting

Dynamics 365 Reporting can use many integrated Microsoft tools to supply critical information that improve business decisions and enhance company management. In our implementations, we often use the following tools:

Dashboards

Microsoft Dynamics 365 dashboards are collections of view lists, charts, web resources, iFrames, and organisation insights that pull in things like website information you can then modify to display key performance indicators and other important data.

Views, Graphs and Advanced Search

The basic reporting tools in Dynamics 365 also include Views, Graphs, and Advanced Search that allow you to search, visualise, and work with any data in Dynamics 365.

Power BI

Microsoft Power BI is a cloud analytics tool that integrates with Dynamics 365 to view and analyse data, enabling advanced knowledge sharing among users. Microsoft Power BI dashboards provide users with a comprehensive view of their most important indicators in one place. In addition to the data from Dynamics 365, any data source (ERP, Google Analytics, Logbook, etc.) can be connected to Power BI.
More info: https://powerbi.microsoft.com/en-us/

Excel reports

If you use Microsoft Excel reports, you have the option to export dynamically any data from Dynamics 365 to Excel PivotTables with a direct link to Dynamics 365 data, allowing you to update your report data directly from Excel.

Dynamics 365 Customer Insights

Build a deeper understanding of customers by connecting customer data from various transactional, behavioral, and observational sources to create a 360-degree customer view with Dynamics 365 Customer Insights. Use these insights to drive customer-centric experiences and processes.
Customer Insights enables every organization to unify and understand their customer data and to harness it for intelligent insights and actions.
More info: https://dynamics.microsoft.com/en-us/ai/customer-insights/

Dynamics 365 Sales Insights

Dynamics 365 Sales Insights empowers sellers to deliver personalized engagement and build profitable relationships. Sellers know the next best action, guided by embedded insights in Dynamics 365 for Sales.
Built-in capabilities for sales managers are specifically designed to help them intelligently manage their teams, proactively coach sellers, and quickly answer their most important business questions.
More info: https://dynamics.microsoft.com/en-us/ai/sales-insights/

Dynamics 365 Customer Service Insights

Dynamics 365 Customer Service Insights (https://csi.ai.dynamics.com) provides actionable insights into critical performance metrics, operational data, and emerging trends from your customer service system. Built-in dashboards, interactive charts, and visual filters provide views into support operations data across channels and highlight areas for improvement that can have the greatest impact, helping you quickly evaluate and respond to key performance indicators (KPIs) and customer satisfaction levels.
More info: https://dynamics.microsoft.com/en-gb/ai/customer-service-insights/

Dynamics 365 Customer Insights

Watch this video to see how Customer Insights help organisations unify data across multiple sources to gain a single view of customers.

Customer Quotes

“LLP helped us to improve some of our business processes and to optimise our use of Microsoft Dynamics CRM. Thanks to that, we developed a more systematic approach to sales management. We also collected a great deal of market data, which, in turn, our sales team were able to use greatly to boost both sales and client satisfaction.”

“It is incredible how Microsoft Dynamics CRM has enabled us to shorten the time necessary for collecting complete and correct information on all Treasury clients. We have all the information in one place and thus, new possibilities for increasing productivity and growth dynamics throughout the bank have been opened. I would like to thank LLP Prague – for their excellent and professional approach to the implementation of the system, and for their management of the whole project – all agreed terms and planned budgets were kept.”

“Microsoft Dynamics CRM came as a really nice surprise. It was able to meet our most detailed and particular requirements. The perfect example of a tailor-made solution.”…”We were favourably impressed that we found not only a technology partner but also an experienced and strongly motivated business and marketing mentor.” “Management always wanted to know what was going on in the company. Microsoft Dynamics CRM made this possible, and, thanks to LLP’s professional service and their commitment, it became an effective and precise business management tool.”

“LLP team managed to solve all the problems that we were facing. The standard solution was tailored to fit all our needs. Where I see the key benefit is the team’s complex view on customer relationship issues.”

“The result of the entire CRM project exceeded our expectations. We used to have many different external applications for activities which we can now work in one integrated environment. We now have an overview of all our branches around the world. Since the beginning of our cooperation, there has been a surprising number of improvements from LLP CRM as their own initiative. This has led to a number of new features that had not been part of the original project documentation.”

Read about next module Finance

Free consultancy

Start now with Dynamics 365 and pay only for what you need. Our team can unlock its potential and match it to your business processes.

Let us help you define your CRM needs and priorities