Within Dynamics 365, it’s easier than you may think to create a dashboard yourself, and it’s a process that can be repeated multiple times over to ensure that you have the right data visualization for specific needs or user roles—for instance you can create a salesperson dashboard to show salespeople their open leads and opportunities and where they are in the pipeline, and you can create a sales manager dashboard to help managers see what their team has on their plates).

Power BI is an extremely powerful data visualization tool. It can handle a wide variety of reporting needs, but if you’re just starting out designing reports, or if you’ve already gotten a handle of Power BI, you may be wondering how you can use all these cool visuals and tools to create something that someone—your coworker, your manager, whomever—can get real value and insight from.

So let’s discuss some general rules that you can consider when you design in Power BI to remove barriers to use. After all, at the end of the day, we just want to make sure all our hard work goes somewhere useful.

Dynamics 365 Business Central hosts a fleet of business intelligence tools that can manage, track, and analyze company data more easily. Users can generate reports and easily share critical documents and data with others, and Business Central users can maximize the power of their data by utilizing dimensions when tracking data entries in accounts or documents.

Ever heard the proverb “out of sight, out of mind”? Well, the things we measure are in our sight, on our minds, and therefore more likely to be the target of change. We live in an increasingly data-driven world, where gathering data, making sense of it, and garnering actionable insight from it is as easy as it has ever been. The data begs to be used.

Sales teams know that using the right system is crucial to their success, and Dynamics 365 Sales is a sales-focused CRM that’s a cut above the rest. Get the most out of its features and functionalities with the Sales Insights add-on. Sales Insights allows users to generate predictive lead and opportunity scores, tap into revenue forecasts, automate sales tasks, and much, much more. Unlock a new world of capabilities to not only better understand where leads and opportunities stand, but empowers sellers to better prioritize work, realize where their time and energy is best spent, and focus on the relationships that matter most.

Here are some of Sales Insights’ standout features:

From the ancient masters of rhetoric themselves, we are told that logos, or logic, is an effective way to persuade an audience. And all of recorded history is a testament to the power of storytelling, a most innate human attribute, to influence people’s actions. Therefore, being able to tell a story with logic, with data, must be an effective way to understand the world and act within it according to our goals.

This is the foundation to which Microsoft’s Power BI application is based. Tell a compelling story through the visualizations of data, and that story can help inform decisions that will benefit businesses.

Setting goals is the best way to keep members of an organization focused on and working towards the same objective. The Microsoft Power BI team has announced the public preview of Goals in Power BI. This feature will help businesses to use the metric and data analysis capabilities of Power BI to create and adapt business objectives. With Goals, Power BI groups together the important, defined statistics to measure and predict progress.

Dynamics 365 Marketing is a powerful digital marketing application that help users create marking content and distribute it manually or through automated processes. Its wide variety of tools make it effective for most marketing campaigns. Dynamics 365 Marketing has its own insights and analytics tools to help marketers learn what has proved effective and what can be improved.

However, with the use of Microsoft Dataverse and Power BI, interactive, highly customizable reports can be created to boost the visibility of important marketing data. Power BI is also a low-code solution, so, while coding knowledge can be helpful, an extensive background in development is not needed to make effective, good-looking reports.

Dynamics 365 Marketing is Microsoft’s premiere digital marketing application built directly into the Dynamics 365 ecosystem. For those of you using Dynamics 365 Marketing already, you may see changes here and there as Microsoft pushes out new releases as part of Dynamics 365 2020 Release Wave 2.

Some of these features are not very visible and require additional steps to enable. We’ve put together a list of 5 new features in Dynamics 365 Marketing that can immediately impact your marketing operations and make life easier for your marketing team.

Power BI can get really complicated, really fast. How do you cut through all of the technical terminology and just use it? How do you know when you are over your head and need to ask for help from a technical resource? In this webinar hosted by CEO of Syvantis, Janelle Riley, and Consulting Manager, Jack Walther, the Syvantis team explores Power BI from the perspective of a finance user of Dynamics GP.

Monitoring online behavior associated with a website, social media pages, and landing pages is essential for marketers. Tracking this behavior can give insight into what messaging your audience is connecting with and how they are accessing it. Dynamics 365 Marketing gives marketers the tools needed to track their audience and learn more about what content they connect with.

Business Central from Microsoft gives users more power in their ERP solution than ever before. Through integrations and connections to the other systems they already use, Business Central lets users accomplish more in one program than they normally would in 5. See how you can incorporate the products you use to make Business Central work best for you.