Microsoft Dynamics CRM - Reporting for Decision Making

Insightful Business Intelligence and Reporting

Staying competitive requires the insight and agility to respond to factors that impact your business success: changing market pressures, customer requests, market share, account penetration, and more. Not only does it mean implementing decisions quickly but being proactive to maximize your sales opportunities and stay ahead of the competition.

How long did it take you to finish your last sales or marketing analytics report? What about the time it takes to include your client's sales figures?

Building reports doesn't have to be time-consuming or complex. You can keep your finger on the pulse of your business operations with just a few clicks, so you have more time for moving your business forward. Reporting must also drive the behaviors of your sales and marketing teams – in other words it needs to be actionable.

InfoGrow starts with the foundation of understanding your business then adds skilled report writing services that combine your Microsoft Dynamics 365 CRM data with other data sources and turns it into easy-to-use business intelligence. We apply our technical expertise and understanding of your organization to create meaningful Key Performance Indicators (KPI) reports within Dynamics or incorporate Power BI to improve the individual team members' decision making and help you run your business more effectively. Our considerations may include:

Sales: Put your company's pipeline under the microscope within seconds as you bring up interactive dashboards that deliver your data in easily digestible pieces. This helps your teams stay focused on their goals, forecast better, and ultimately increase profitability.

Marketing: Track your marketing campaigns all in one place, with real-time data. Then, analyze and adjust where you put your resources based on customer preferences or trends to make sure the right message is getting to the right people.

Collect your financial data from multiple platforms

Financials:Collect your financial data from every source, ERP, Dynamics 365 – Financials, on-premise, or off-site. Power BI and Dynamics 365 reporting provides users with drag and drop visualization tools that help you quickly analyze costs and revenue, while allowing you to drill down into specific segments. All with real-time updates.

Delivery: On demand 24x7 or pushed on a schedule? Desktop or mobile? Electronic, paper or both? Custom reports will give you comprehensive insight so everyone gets what they need, when they need it.

With Dynamics 365 CRM reporting services, you won't be overwhelmed with data or underwhelmed with analysis and insight. We can implement flexible, role-based security to protect your reports and underlying resources, and provide accurate and sophisticated custom reporting options to the leanest of organizations. For help with Dynamics reports, and to learn more about creating a report library that derives the most value from your data and promotes the desired behaviors of your sales and marketing teams - reach out to us at the link below: