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Agile CRM Analytics (Power BI) for Dynamics 365

by Agile Analytics

(19 ratings)

A turnkey reporting solution based on Microsoft Power BI that integrates with your Dynamics 365 CE

EMPOWER YOUR SALES ORGANIZATION WITH ACTIONABLE INSIGHTS TO UNCOVER OPPORTUNITIES

Identifying and closing sales leads in a timely manner is vital to success in today’s competitive market. Are you leveraging customer insights to gain a competitive edge?

Agile CRM Analytics for Dynamics 365 is a set of analytical reports and dashboards built on Microsoft Power BI that connects to your Dynamics 365 to give you better insights from your CRM data. It provides a single, unified reporting platform through which all authorized team members can access specific information on individual customers, so you can provide them with personalized service.

Agile CRM Analytics for Dynamics 365 empowers your sales and marketing teams to:

  • Thoroughly analyze and examine all customer touchpoints
  • Gain valuable insights from social media, web, internet, email and phone inquiries
  • Pinpoint selling opportunities

With Agile CRM Analytics for Dynamics 365, your entire sales organization is equipped with shareable, actionable insights that help illuminate what’s working and what isn’t, and what needs to be prioritized to scale your team’s success.

Agile CRM Analytics for Dynamics 365 is a cloud-based solution based on Microsoft Power BI and Azure data platform, making it easy to manage and completely secure and reliable. Our packages are flexible and affordable, including a do-it-yourself option or a completely customized managed solution.

Click GET IT NOW to install the app and see the working dashboards with sample data or see the demo version with your own data.

At a glance

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