Dynamics 365 for Reporting

Supply critical information with Dynamics 365 Reporting

Example of Dynamics 365 on a laptop screen

Dynamics 365 for Reporting

Dynamics 365 Reporting can use many integrated Microsoft tools to supply critical information that improve business decisions and enhance company management. In our implementations, we often use the following tools:

Dashboards

Microsoft Dynamics 365 dashboards are collections of view lists, charts, web resources, iFrames, and organisation insights that pull in things like website information you can then modify to display key performance indicators and other important data.

Views, Graphs and Advanced Search

The basic reporting tools in Dynamics 365 also include Views, Graphs, and Advanced Search that allow you to search, visualise, and work with any data in Dynamics 365.

Power BI

Microsoft Power BI is a cloud analytics tool that integrates with Dynamics 365 to view and analyse data, enabling advanced knowledge sharing among users. Microsoft Power BI dashboards provide users with a comprehensive view of their most important indicators in one place. In addition to the data from Dynamics 365, any data source (ERP, Google Analytics, Logbook, etc.) can be connected to Power BI.
More info: https://www.microsoft.com/en-us/power-platform/products/power-bi/

Excel reports

If you use Microsoft Excel reports, you have the option to export dynamically any data from Dynamics 365 to Excel PivotTables with a direct link to Dynamics 365 data, allowing you to update your report data directly from Excel.

Dynamics 365 Customer Insights

Build a deeper understanding of customers by connecting customer data from various transactional, behavioral, and observational sources to create a 360-degree customer view with Dynamics 365 Customer Insights. Use these insights to drive customer-centric experiences and processes.
Customer Insights enables every organization to unify and understand their customer data and to harness it for intelligent insights and actions.
More info: https://www.microsoft.com/en-us/dynamics-365/products/customer-insights

Dynamics 365 Sales Insights

Dynamics 365 Sales Insights empowers sellers to deliver personalized engagement and build profitable relationships. Sellers know the next best action, guided by embedded insights in Dynamics 365 for Sales.
Built-in capabilities for sales managers are specifically designed to help them intelligently manage their teams, proactively coach sellers, and quickly answer their most important business questions.
More info: https://www.microsoft.com/en-us/dynamics-365/products/sales

Dynamics 365 Customer Service Insights

Dynamics 365 Customer Service Insights (https://csi.ai.dynamics.com) provides actionable insights into critical performance metrics, operational data, and emerging trends from your customer service system. Built-in dashboards, interactive charts, and visual filters provide views into support operations data across channels and highlight areas for improvement that can have the greatest impact, helping you quickly evaluate and respond to key performance indicators (KPIs) and customer satisfaction levels.
More info: https://www.microsoft.com/en-gb/dynamics-365/products/customer-service

Dynamics 365 Customer Insights

Watch this video to see how Customer Insights help organisations unify data across multiple sources to gain a single view of customers.

Dynamics 365 Reporting module video

Customer Quotes

“The launch of the Customer Service Hub has streamlined our work beyond our customers’ requirements. At the same time, it enabled me to gain online access to data for subsequent analysis of requirements and react to the needs of our clients, as well as a more detailed overview of the team’s work.”

“We were searching for a complex system to cover the group´s business processes as well as to be able to implement the system in other countries where we operate. The aim was also to support our future growth and be ready for further mergers and acquisitions. We strongly preferred the flexible monthly SaaS lease model without large capital investments in our internal infrastructure. Dynamics 365 and all its add-on features have proven to meet all these requirements. I would like to thank the entire LLP team for their cooperation in the Czech Republic and Hungary and have no doubt that our next project in France will also be a success. I really appreciate the high quality of the consultants and their helpful support we received during the entire implementation project.”

“The new CRM solution, Dynamics 365, brought greater transparency to the entire sales organization. We were able to streamline the process of obtaining up-to-date sales reports across the 15 locations where the system was implemented. LLP CRM has demonstrated exceptional skills in managing the entire implementation project as well as additional customizations. Dynamics 365 provides us with insight to a complete sales process from inquiry, through quotation, order to contract conclusion, including the entire lead management lifecycle.”

“I was in a close contact with LLP while coordinating the whole CRM implementation project on behalf of MEGA. I can claim that the implementation was professionally managed and we did not need to worry about meeting deadlines in any phase of the project. Also, specific amendments to the CRM system based on our company requirements were dealt with continuously and to our satisfaction.”

“Big thanks to LLP CRM for being part of our journey and our excellent development partner. Looking forward to our continued cooperation.”

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