Training

How to add Power BI dashboards to Microsoft Dynamics 365: A Step-by-Step Guide

Microsoft Dynamics 365 already includes a built-in dashboarding feature with acceptable charts, lists and basic drill-down capabilities. By default, the Dashboards page will be the first thing most users see when they log in through the web interface: But these dashboards pale in comparison with the full capabilities and superior aesthetics of Microsoft’s flagship analytics platform, Power BI. The good news is that you can add a fully functioning pre-built Power BI dashboard to Microsoft Dynamics 365 using your own data, and appearing totally seamless as if it had been part of it all along. The even better news [...]

By | 2018-02-21T21:14:53+00:00 October 23rd, 2017|Uncategorized|2 Comments

How Do I Get My Sales Team to Use the CRM System?

After implementing a CRM system, a sales manager realized that her team was not making much use of the tool. The data in the system was outdated and incomplete. She then asked herself : How do I get my sales team to use the CRM system and use it properly? This is a common scenario among businesses that implement a CRM solution. User adoption can make or break the success of a CRM implementation. An effective CRM system should not only be an effective sales management tool, it must also be an effective sales tool. CRM systems should make [...]

By | 2018-02-23T21:08:39+00:00 October 2nd, 2017|Uncategorized|1 Comment