Power Bi Template Sales Analytics for Dynamics 365 Sales with Dynamics 365 CRM
The Power BI Template for Sales Analytics for Dynamics 365 Sales is a pre-built Power BI dashboard and report package. It provides a convenient, powerful, and quick way to access and analyze your sales data.
The Power BI Template for Sales Analytics for Dynamics 365 Sales offers several benefits:
Comprehensive Sales Insights: It provides a comprehensive view of your sales data, enabling you to monitor the sales pipeline, sales leaderboard, top deals, and more.
Performance Analysis: You can analyze pipeline performance, won/lost deals, and lead closure rates. This can help you identify trends, spot opportunities, and make data-driven decisions to drive sales growth.
Time-Saving: The template is pre-built, so you don’t have to create a sales analytics dashboard from scratch. This saves time and allows you to get started quickly.
Customizable: While the template provides a set of standard sales analytics, it can also be customized to meet the unique needs of your organization.
Secure and Compliant: The template uses the security and compliance features of Power BI and Dynamics 365. This means your data is handled in a secure and compliant manner.
0:11 Introduction Sales Dashboard
1:44 Install Sales Analytics for Dynamics 365 Sales
2:34 Connect Dynamics 365 to Power Bi Template app
4:00 Publish the app within your organization
4:21 Enable Power BI reporting in the Microsoft Dataverse platform
How to use PowerBI with Dynamics 365 sales
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