Comprehensive analyses of CE data in Power BI
For daily use, the basic reports in Dynamics 365 Customer Engagement (CE) may suffice. However, when you need to combine data across multiple axes and perform in-depth analyses, the built-in reporting falls short.
The combination of BIRDS and Power BI is a logical choice to gain deep insights through comprehensive reports.
Challenges of accessing Dynamics data in Power BI
The process of making Microsoft CE data availabel in Power BI can be quite technical and presents several challenges:
Complexity
Interpreting and selecting appropriate F&O tables, as well as structuring data and calculating definitions in a centralized manner, requires a great deal of technical knowledge.
Performance issues
Direct queries on the Dynamics database can significantly slow down system performance. Microsoft therefore recommends building a data warehouse and implementing the business logic there.
Resources
Building a data warehouse to avoid performance issues and make the data available in Power BI requires a significant amount of time, expertise, and resources.
Focus on the business, not the technology
A common mistake we see organizations make is focusing too much on the technology and losing sight of the business priorities.
With BIRDS, the focus shifts back to the business. BIRDS provides deep insights into all aspects of your ERP data, visualized in Power BI.
Our data model also integrates data from other source systems, ensuring you always work with a single source of truth in one environment.
This means you no longer need to sift through limited reports across various systems and can make well-informed decisions based on complete and structured data.
Content Packs
The D365 CE connector comes with our Power BI Content Packs. These packs include a wide range of CE data and a standard set of dashboards and reports.
The Content Packs for CE offer out-of-the-box solutions for:
- Sales
- Field Services
- 9A Memberships
FAQ
The default dashboards and reports are designed to showcase what you can achieve with the vast amount of Dynamics data made available in Power BI through BIRDS.
This way, after a BIRDS implementation, you won’t be staring at an empty Power BI canvas.
Using the facts and dimensions provided through the data model, you can build your own dashboards and reports tailored to the specific needs of the various departments within your organization.
Yes, while we specialize in Dynamics and offer different connectors and rich content packs for it, our consultants can also extract data from other business software for use in Power BI.
This allows you to integrate various data sources with Dynamics 365 CE data in Power BI reports, giving you a more comprehensive view of your operations.
If your organization already holds a Power BI license, we can implement BIRDS within just a few days. Our out-of-the-box Content Packs will immediately make about 85% of your Dynamics data available in Power BI.
Next, we'll work with each department to assess their specific needs and integrate the remaining 15% of data into the BIRDS data model for use in Power BI.
Need more information?
Do you have any questions or want to experience how our solution works firsthand? Schedule a 30-minute online demo with our BI advisor and discover how BIRDS transforms your D365 Customer Engagement data into deep insights in Power BI.
