Dynamics 365 for Reporting
Supply critical information with Dynamics 365 Reporting
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:
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.
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://powerbi.microsoft.com/en-us/
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://dynamics.microsoft.com/en-us/ai/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://dynamics.microsoft.com/en-us/ai/sales-insights/
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://dynamics.microsoft.com/en-gb/ai/customer-service-insights/
“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.”
“Skanska Reality a.s. has implemented a sophisticated CRM system with the aim of optimizing agent and customer communication and to streamline its processes. A three-stage tender process led to the selection of LLP Group for the implementation of this project because LLP Group was the only company to demonstrate specific know-how in the field of apartment sales and proven ability to customize the system to meet the firm’s complex business process requirements.”
“Microsoft Dynamics CRM came as a really nice surprise. It was able to meet our most detailed and particular requirements. The perfect example of a tailor-made solution.”…”We were favourably impressed that we found not only a technology partner but also an experienced and strongly motivated business and marketing mentor.” “Management always wanted to know what was going on in the company. Microsoft Dynamics CRM made this possible, and, thanks to LLP’s professional service and their commitment, it became an effective and precise business management tool.”
“Microsoft Dynamics CRM, implemented by LLP CRM, saved us tens of millions of Czech crowns, radically simplified our work, accelerated our response to customer requirements and improved our data security.”
“One of the reasons why we’ve decided to invest in our CRM system was to encourage the sharing of information amongst business teams across the whole corporation. I really appreciate the personal approach of LLP CRM, its helpfulness and extensive experience with CRM implementations.”