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Microsoft Power BI

Resolve the existing CRM report problems

The Challenge

One of our client was facing couple of issues in their existing CRM reports. The first problem was to the analyse the time spent in the process by their users. Their existing report doesn’t show it accurately and in expected format. Another point was each time when higher authorities arrived at the site and asked for the reports, they need to do the complete report execution process again to show them the expected output as the report cannot be accessed for a particular set of records outside CRM, which is very time consuming.

The Solution

Keeping in mind the issues faced by the client, we suggested them to have reports developed in Microsoft Power BI, which gets connected to their CRM Online instance and fetch data according to the requirement and then publish those reports to the web. After the reports are published a link is provided which can further be used by the end users to view the reports online from outside the CRM and the same link is used to attach the Power BI report to CRM Dashboard which can be used by CRM users.

The suggestion provided by us was very helpful to them and both the issues, which were being faced by the client were resolved. Our suggestion and work both were highly appreciated by the client.

Words of appreciation from the client

“Your cooperation has helped to keep our operation run smoothly and has led to a profitable relationship between us”

“We look forward to many more years of working with you, and wish your company the success that it deserves.”