Forum Discussion
Creating CRM with Power BI...
Hi Skosmek ,
There are many templates for CRM projects on powerbi service for you to use.
The following blog provides information about the integration of PowerBI and Dynamics 365 CRM.
PowerBI and Dynamics 365 CRM – a first integration – C Clear Partners (c-clearpartners.com)
Easy way to connect Microsoft Dynamics CRM with Power BI (bibook.com)
Best Regards,
Henry
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Creating a CRM from Power BI sounds like an exciting project! When I was tackling a similar challenge for a small business, I found it helpful to start with defining the key metrics and data points I wanted to track. Power BI's flexibility allows you to visualize and analyze data effectively.
As for CRM functionalities, have you considered looking into Sugar CRM? It's known for its user-friendly interface and robust features for managing customer relationships. Integrating such tools with Power BI can streamline your data management and reporting processes.