Microsoft Dynamics 365 is a suite of SaaS business applications that provides businesses with CRM and ERP capabilities within one platform. All the applications work together to build connections throughout an organization. In addition, Dynamics 365 can transform company operations by:
One reason that Dynamics 365 continues to be a top choice for companies is that they can pick and choose which modules they initiate. For example, businesses needing help managing customers and closing sales leads might opt for Dynamics 365 Sales.
Companies looking to improve their payroll capabilities can choose Dynamics 365 Finance. It also helps businesses deal with complex financial transactions and ensure compliance with financial regulations. Other popular modules within the Dynamics 365 platform include:
The centralized nature of Dynamics 365 makes it easier for organizations to manage business processes. That helps you with coordinating teams and improving productivity. In addition, it allows IT to enable security protections more effectively. Finally, if a company decides they need additional capabilities, it’s easy to add new modules from the Dynamics 365 suite of applications.
The Microsoft Power Platform is a group of products designed to help companies build and manage complex business solutions. The applications that fall under the Microsoft Power platform include:
When it comes to evaluating Microsoft Dynamics 365 vs. Power BI, one place where they are similar is the ability to create interactive, real-time dashboards. That makes it possible for analysts and other users to view the information in a centralized location. Regardless of where they house data, organizations can connect and consolidate information to better understand what’s happening across the enterprise.
Power BI functions as Microsoft’s business intelligence and reporting tool. That means companies can create reports and monitor key performance indicators (KPI). Power BI differs from Dynamics 365 because users need more in-depth knowledge of SQL and working with databases to navigate the application successfully. It’s also possible to connect to Excel spreadsheets or other file servers with Power BI.
With Microsoft Power BI, it’s possible to:
While you may be happy with the internal reporting capabilities provided by the Dynamics 365 CRM, you can make them even more powerful by integrating with Power BI. In addition, you can add pre-built Powers BI dashboards to Dynamics 365. Organizations with both platforms can use the pre-built connectors within Dynamics 365 to connect with Power BI.
Your sales team can benefit from the business intelligence capabilities of Power BI and add an extra layer to your reports. That way, your sales team can:
With Microsoft Dynamics 365 and Power BI, sales managers at smaller companies gain access to enterprise-level business intelligence solutions. They can use the combination of both technologies to:
To start using Power BI visualizations within Dynamics 365, go into the Settings of the Dynamics 365 Administration panel. Next, navigate to Administration -> System Settings -> Reporting. From there, click on Allow Power BI visualization embedding.
Perform the following steps if you wish to embed a Power BI dashboard within Dynamics 365.
Internet eBusiness Solutions has years of experience working with Microsoft businesses solutions. Our certified Microsoft Gold experts can help you understand Microsoft Dynamics 365 and the Power Platform. In addition, we can help integrate both solutions to create a powerful, all-in-one CRM and ERP platform. Contact us today to set up a consultation.