How to Link CRM to Power BI for Better Data Analysis
In today’s world, where data is crucial, businesses are always looking for new ways to use information effectively to grow and make smart choices.
One powerful way to do this is by connecting Customer Relationship Management (CRM) systems with Business Intelligence (BI) tools like Microsoft Power BI. This helps organizations get valuable insights from their data like never before.
Whether you’re an expert analyst or a business owner wanting to use data strategically, combining CRM and Power BI offers many opportunities and benefits. From seeing customer interactions visually to predicting sales trends, this connection opens up a whole new world of advanced data analysis.
Throughout this post, we’ll look at how to connect your CRM system to Power BI, giving you the knowledge and tools to get the most out of your data.
What is Power BI?
Microsoft Power BI is a set of tools for analyzing business data quickly and easily. It’s a flexible platform that turns different data sources into clear, visually appealing insights.
The Basics of Power BI
At its heart, Power BI is a group of software tools that turn raw data into useful stories. Whether your data is in an Excel file, online, or in a mix of places, Power BI lets you visualize and understand it easily.
Key Parts of Power BI
Power BI has a few main parts:
Power BI Desktop: A powerful tool for making detailed reports.
Power BI Service: An online platform where reports and dashboards come to life.
Power BI Mobile Apps: Apps for Windows, iOS, and Android that let you see your data on the go.
What CRM systems work with Power BI?
Many CRM systems work with Power BI, letting you get useful insights and see your data clearly. Here are a few:
Dynamics 365: This system works smoothly with Power BI. You can make custom reports right in Dynamics 365 using Power BI charts. This helps you understand sales, customer info, and more.
Salesforce: While not made by Microsoft, Salesforce can also connect with Power BI. You can show your Salesforce data in Power BI to get better insights into your sales and customers.
Insightly: Insightly, a popular CRM tool, can connect with Power BI. This lets you see your sales, leads, and customer interactions.
eWay-CRM: eWay-CRM connects easily with Power BI. This lets you make clear reports and dashboards using your CRM data.
Odoo: Odoo, another CRM choice, can also link with Power BI. It offers customizable apps and can work well for small and medium businesses.
All these CRM systems can connect with Power BI, showing how easy it is for businesses of any size to use advanced data analysis. This lets more companies use Power BI’s strong analytics and reporting.
But, as Microsoft Solution Partners, we’ll focus on Dynamics 365 CRM and its smooth connection with Power BI.