CRM Analytics for Dynamics 365

Overview

Why CRM Analytics? Regardless of your company size or industry vertical, having a data analytics capability integrated with your CRM has become a necessity to help understand your customers behaviour and identify new opportunities. The out-of-the-box functionalities of CRM – such as Microsoft Dynamics 365 – are normally not enough to enable businesses to gain insights into their CRM data and additional analytics functionalities are often required to gain deeper customer insights. What is Agile CRM Analytics? Agile CRM Analytics is a set of reports and dashboards built on Microsoft Power BI that can easily connect to your Dynamics 365 to give you better insights from your CRM data. It provides a single, unified reporting platform through which all authorised team members can access specific information on individual customers, in order to provide them with the personalised service.