Welcome to the first of my video blog series dedicated to exploring Microsoft Power BI.
Now, there’s already lots of great content out there for Power BI, so why are we doing these videos? Great question. From our own experiences working with lots of customers on Power BI projects, we’ve found there’s very little information exploring the benefits of using Power BI together with Dynamics CRM and ERP.
Here at Fullscope, we have over 800 clients worldwide and have delivered literally thousands of Dynamics CRM and ERP implementations, so we understand Dynamics data and why you should be looking at Power BI to improve data insight at your business.
Over the next several videos we’ll dive into exactly what is Power BI, how do I incorporate it into my business, and ultimately discover how to make all that data you’re collecting start working for you. Check out our first video Top 5 Reasons you should be considering Power BI
So, let’s start at the beginning. You may have heard of Power BI, but why should I use another technology to create reports when I already have Dynamics CRM or AX dashboards?
Here are our top 5 reasons you should be considering Microsoft Power BI.
Like Dynamics CRM, Power BI has a ton of features - and like CRM, this can seem daunting at first but you only need to start with the basics and then build from there.
We’ll go through those basics in upcoming videos – from getting your data into Power BI, creating visualisations, and sharing those data insights with others in your organisation.
Then we can explore all those fantastic features like Apps, Q&A question box, custom visuals, quick insights, quick measures, themes, and much more.
Power BI can connect to just about any data source, which for us means we can see our sales data from CRM (Leads, Opportunities) together with our financial data from our ERP system (Orders, Invoices). All in one place. Or indeed, add in stock level information from our warehouse application.
Traditionally, companies implement integrations between their CRM and ERP environments – sometimes bringing data into CRM simply to be able to report on everything together. Well that’s not necessary anymore. Not only can we create our reports from multiple data sources in Power BI and share those reports directly, but we can actually show those reports inside a CRM or AX dashboard….
3. It's Microsoft
This is Microsoft’s Power BI which means there’s some serious heritage and money behind their analytics and we’re only just scratching the surface of the capabilities to come in the very near future.
Also, as you might expect, there’s in-built compatibilities between products. One of which is to be able to display Power BI visualisations in a Dynamics CRM dashboard.
Power BI is constantly being updated - new features, functionality, and improvements are released at least every month with smaller updates coming out every day. It’s hard to believe Power BI was released less than 2 years ago. You can read all about the latest updates on the official Microsoft Power BI Blog
The Power BI community is also extremely active and vocal - and Microsoft is listening. New features can be created or voted on by anyone that has signed up on Power BI Ideas and highly supported ideas regularly make their way into the core product.
There is a free version of Power BI that includes a ton of features, but even the Pro version is only $9.99 (£6.20) a month. We’ll be exploring the differences between the licensing bands in a future blog.