How to Create Advanced Reports in Dynamics 365 CRM With Power BI

Turn Dynamics 365 CRM Data into Strategy with Power BI!

Power BI is a powerful tool that, when integrated with Dynamics 365 CRM, offers advanced capabilities for data analysis and the creation of detailed reports. With Power BI, you can turn raw data into valuable insights that support strategic decision-making.

In this blog, we explore how you can create advanced reports in Dynamics 365 CRM using Power BI — and how this can benefit your team.

Connecting Power BI to Dynamics 365 CRM:
Integrating Power BI with Dynamics 365 CRM is simple and allows you to pull data directly from the CRM into Power BI, enabling real-time reporting.

Creating Custom Dashboards:
Use Power BI visualizations to build customized dashboards tailored to your company’s needs. These can include sales metrics, marketing campaign performance, and customer service analytics.

Dynamic Reports:
Power BI enables the creation of dynamic reports that can be filtered and drilled down as needed — providing a detailed and in-depth view of performance metrics.

Advanced Analytics:
Use features like predictive analysis and trend charts to forecast future customer behavior and adjust your business strategies accordingly.

At Kinix, transforming data into strategic decisions is part of our commitment to delivering real value. We go beyond the technical integration of Power BI and Dynamics 365 CRM — we work to understand your specific operational needs and build reports that drive results.

Our solutions include:

Creation and customization of dashboards and reports, tailored to your most relevant business KPIs
Hands-on, targeted training sessions to empower your team to extract insights and act on concrete data
Ongoing strategic support to ensure your reports evolve as your company’s demands grow

Want to get the most out of Power BI with Dynamics 365? Kinix will show you the way.
Contact us today!

Follow Kinix on our channels and receive updates every week.

» Instagram

» Facebook

» LinkedIn

Kinix | Our mission is to boost your business!

Soluções Kinix​

SharePoint

Corporate Intranet

Security

Partner Microsoft

Licensing

Engineering Services

PLM

Asset Monitoring

Talent Solutions

Who We Are