From Excel to Embedded: How KPI Partners Delivered Real-Time Sales Analytics Inside Dynamics 365 CRM

The client is a global semiconductor company that uses Microsoft Dynamics 365 CRM to manage its sales account data. KPI Partners designed and delivered an embedded Power BI reporting model, built complex reports to each team's requirements, and enabled real-time analysis directly inside the CRM, with data security handled by Dataverse.

If your teams are still exporting CRM data into spreadsheets to report on it, the same embedded approach can give them real-time, self-serve analytics inside the tools they already use. Explore the full story to see how.