Small business owners know all too well what it means to sacrifice for the good of their company. But one thing they should never have to sacrifice is having a quality CRM solution for the sake of saving money.
In “tech talk” a Data Silo is a disconnected source of data. Your CRM System is a data silo. Your Accounting system is another data silo. Your marketing database is a third. Microsoft Power BI can be the “hub” that connects it all together.
After working with dozens of companies on CRM reports, we thought we knew what users wanted. Last year, we built several Power BI reports and thought we’d be smart and sell them as a kit. It didn’t work.
2020 has been a challenging year in so many ways. From a business perspective, we're more optimistic about the future than we were this time last year, and we'd like to share some of the things we're bringing to our small business clients in 2021.
There are times when you can design and build your own reports, with little or no coding, in Microsoft Dynamics 365. But sometimes you'll need a Microsoft Dynamics Partner to help. Here are a few things you can do to reduce the time and expense of the project:
All your collected data is useless if you can't find what you need when you need it. The right reporting will keep your data organized. Here are four ways to view the data you have in your Microsoft Dynamics 365 system. Let's compare your options: