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With the obvious impact that Power BI brings to data analysis and visualization, Dynamics 365 Customer Engagement stands to benefit from a few pre-packaged features available.

Not only we can bring CRM information onto Power BI, but we can also easily present Power BI elements inside Dynamics 365. So, it’s a win-win situation.

To make things easier for us all, the great guys at Power BI sat down and created two specific Content Packs for Dynamics 365 for Customer Engagement. They are the Sales Analytics for Dynamics 365 and the Customer Service Analytics for Dynamics 365.

Sweet, this these content packs in place, a Dynamics power user can start creating their own personal dashboards in CRM and share them with the team. This is where the beauty is, as you don’t need a developer or administrator involved once the content packs are made available.

Of course, you will want to leverage the support of your Power BI specialist to configure and extend the content packs to better fit your business, but once that’s done, Bob’s your Uncle. Read the rest of this entry »

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Implementing Microsoft Dynamics 365 for Finance and Operations

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Microsoft Dynamics CRM 2016 Customization - Second Edition

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