Even smaller companies can generate a lot of data regularly. That information can become an organization’s most valuable asset when you have the right analysis tool. For that reason, many businesses look for ways to use Microsoft Dynamics CRM for analytics. Picking the right integrations is key to adapting Microsoft Dynamics Nav analytics to benefit your company.
Analytics in Microsoft Dynamics
Finding success with Microsoft Dynamics NAV analytics starts with understanding your company's needs. That means doing a deep dive into the business requirements of different areas. For example, your marketing team may have specific needs that differ from operations.
Your company may be at a point where it’s prepared to invest money and resources into Microsoft Dynamics CRM analytics capabilities. In that case, you should explore the features available within the platform capable of helping you achieve your analytical goals.
Internet eBusiness Solutions (IES) has experience guiding organizations through figuring out their Microsoft Dynamics NAV analytical requirements. That way, you can figure out which integrations can help you cover needs like self-service analytics, creating a centralized data repository, or designing data visualization dashboards.
Use Cases for Microsoft Dynamics CRM Analytics
You can boost the power of your Microsoft Dynamics CRM by turning on different features.
Power BI Integration
Many companies integrate the Power BI platform into Microsoft Dynamics to create a self-service analytics solution. It lets users perform data analysis and share results via data visualizations with others within the organization. For example, sales and marketing teams can use the Power BI integration to author reports for sharing with other company professionals.
One benefit of using Power BI to facilitate Microsoft Dynamics Nav analytics is that users gain the ability to connect to multiple data sources. That way, they can deliver more usable analysis for respective business areas. In addition to the Microsoft Dynamics database, users can connect to sources like Google Analytics, Excel, and even social networks.
Power BI makes it possible to combine data from each source to create meaningful graphics. That helps analysts more effectively communicate the results of their work to stakeholders. In addition, users can create flexible dashboards to view real-time data. They’re able to control who accesses the information and share it securely with other relevant partners.
Relationship Insights for Sales
The relationship analytics feature provides users with a graphical representation of different KPIs. In addition, Dynamics CRM sales rep can create visual views of the history of any contact, lead, or opportunity. As a result, relationship analytics helps sales managers and agents improve their team performance.
The purpose of relationship analytics is to track the activities of everyone associated with a specific record. By using this feature, sales teams can gather information from the Dynamics database and calculate the health trends of business relationships. For example, sales teams can find answers to questions like:
- What opportunities should sales reps spend more time on?
- How well are we doing maintaining a good relationship with customers?
- How long has it been since we last contacted a customer?
- When would be the most optimal time to initiate new contact with a customer?
- What is our customer response rate?
- How many emails have we sent to customers?
- How long did it take our team to respond to a customer query?
Azure Machine Learning and Field Service
Many organizations struggle with keeping field agents connected. By using Azure machine learning, you can leverage Microsoft Dynamics CRM analytics to set up a proactive monitoring and predictive maintenance system. That helps agents address issues in a timelier manner by using remote monitoring devices.
By doing that, organizations can reduce downtime and lower maintenance costs. In addition, it’s possible to create automated processes that deal with Internet of Things (IoT) alerts. Businesses can also leverage the power of Azure to create new IoT scenarios with any Dynamics 365 instance.
Enabling machine learning and artificial intelligence (AI) for field service makes it easier for companies to collect data, diagnose problems more accurately, and figure out solutions on the spot. Businesses are better positioned to optimize all field resources and give field teams more power to find resolutions, which leads to:
- Better customer service
- Quicker mobilization
- More accurate troubleshooting procedures
Managers can create visualizations that give them a 360-degree view of what’s happening with agents out in the field. In addition, the constant flow of information coming in from field agents makes it easier to come up with new ways to design business processes to deal with new scenarios.
Social Insights for Marketing
Marketing teams can boost the benefits gained from Microsoft Dynamics Nav analytics by enabling Social Insight control found within the Microsoft Social Engagement component. It’s designed to help companies pipe social media data from external sights directly into dashboards housed within Microsoft Dynamics. The widgets help teams gain insights into how customers and prospects feel about a company’s products and services.
Teams using Social Insights can create interactive analytics around social media conversations. The software identifies sentiment analysis about brands based on different sources. As a result, companies can identify the most important conversations happening and set up content tracking.
By designing widgets and dashboards, marketing team members can have immediate and convenient access to social media data as they work on different campaigns. In addition, users can click on widgets as needed to drill down further into specific data points.
Create Your Ideal Analytics Solution
Internet eBusiness Solutions specialize in helping organizations get the most out of their data. Companies can turn their information into a powerful business driver by setting up the proper integrations. IES experts help businesses figure out the best way to configure their Microsoft Dynamics instance into a flexible, real-time data resource.
Find out more about how IES can maximize the benefits of Microsoft Dynamics 365 for your company by setting up a consultation with one of our experts.