Dynamics 365 system includes a wide range of analytical capabilities to handle any task, like tracking the number of available prospects and identifying marketing strategies that generate the most leads. However, businesses trying to gain additional insight from their Dynamics 365 data may find the default capabilities inadequate for their business objectives. Here, Power BI analytics is used through reports and dashboards to provide businesses with AI-powered solutions to their immediate issues.
Listed below are the differences between both this software which will give you a better and more precise idea of what is suitable for your organization.
Multiple visuals
User dashboards and system dashboards are the two different categories of Microsoft Dynamic 365 dashboards. User dashboards can be made by representatives from the sales, customer support, and marketing departments, whilst system dashboards are made by Dynamic CRM administrators. Dynamics 365 user dashboards have a maximum of six visualizations per dashboard and can display business data in a number of different ways, including a funnel, a bar graph, and many other ways.
Similarly, Power BI dashboards can contain as many charts (or other graphics) as required. Area charts, bar and column charts, combination charts, funnel charts, doughnut charts, and other popular visualizations are among those offered by Power BI.
Use instances
The daily operations and performance of the sales, marketing, and customer service teams can be reflected in Dynamics 365 dashboards. Open possibilities on the chosen stage or the top rivals throughout the most recent time period are typical use cases for Dynamics 365 dashboards.
Power BI dashboards may display sales, marketing, or customer service trends not just over the course of months and years, but also in real-time. They can also enable more complicated and context-based situations. A Power BI dashboard, for instance, can display a social media campaign that is becoming viral or compile sentiment for recent posts and tweets about your product or service. Additionally, the program uses the most recent datasets to forecast future trends.
Ability to collaborate
Only other users of Dynamics CRM are capable of sharing dashboards created with Dynamics 365 system. When it comes to sharing Power BI dashboards, both Power BI users and those with Microsoft Office 365 accounts are able to do so.
Which dashboard is most suitable for my company? The reporting features of Dynamics CRM would be sufficient for routine customer analytics jobs that don’t require a lot of data slicing and dicing. Additionally, you should make use of Power BI’s capabilities if you require deeper insights that require studying your client data from all angles.