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Microsoft Dynamics CRM (Archived)

MS Dynamics Analytics Tool/Connector

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Hello All, I'm new to the community. Our company are looking for a MS Dynamics analytical tool/connector that can help analyze historical data info. For example, pipeline movements in the past 30 or 60 days -  what opportunities have changes sales stages and drilldowns such as specific opportunities, what's our pipeline increase in terms of open opportunities in certain period of time, etc. This is currently being done manually by pulling data out of CRM into Excel and performing vlookups. If any one know or carry tool like this, we are greatly interested! Thanks.

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  • Suggested answer
    Kokulan Profile Picture
    18,054 on at
    RE: MS Dynamics Analytics Tool/Connector

    There are few options, please see the following

    01. First of all Dynamics 365 has Out of the box Sales Dashboards both classic and modern interactive hub dashbords that give reasonably good pipeline report for salesperson or manager or higher up.

    02. Power BI is the best option if you are looking into Advanced Analytical tools with KPIs, drill downs and many more features.

    gestisoft.com/.../how-to-create-a-top-sales-dashboard-in-microsoft-dynamics-365

    docs.microsoft.com/.../use-power-bi

    03. As a recent addition to this, you could now also use AI for Dynamics 365 Sales - It uses machine learing on CRM Sales data and provides really good insights and forcasts

    dynamics.microsoft.com/.../sales

    Hope this helps

  • Community Member Profile Picture
    on at
    RE: MS Dynamics Analytics Tool/Connector

    <p>If you are looking to enhance your knowledge in Vlookup or in data analytics then you can join <a href="www.cetpainfotech.com/.../advance-excel-training&quot; target="_blank">advance excel training course in Noida</a></p>

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