TLDR - has anybody developed a strategy for using Dynamics 365 Sales CRM native Dashboards, vs. External PBI and Semantic Models to stitch data. Guidance greatly appreciated.
Looking for guidance and expertise on how people/ organisations define their analytics strategies, especially when it comes to Dynamics 365 Native Sales Dashboards vs. Developing external PBI Dashbloads (connecting to Dynamics).
I work for a small organization (150) and relatively new in role. A lot of the sales data, insights and analytics today is mostly managed via PBI and various dashboards (pulling multiple sources and leveraging semantics models). Sales teams and sales managers use these PBI as their first goto when analysing data (and not into the SALES CRM itself)
There may be some pressure from leadership to try to leverage more time in Dynamics 365 Sales CRM, and therefore use the Dashboards in D365 Sales CRM more and more.
This direction / strategy is not yet set so I am looking for guidance, expertise and help in how others have approached this topic and the best strategy for managing insights with PBI or creating the native Sales crm Dashboards within Dynamics Sales. Any strategies with pros / cons greatly appreciated - I have no bias either way but will eventually have to present a business case either way.
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