Category: Data Analytics

In today’s rapidly shifting business landscape, the need for actionable insights is more pressing than ever. Many organizations still lean on legacy reporting systems, and as a result, they’re missing out on the flexibility and innovation that modern tools can deliver. Transitioning from traditional SQL Server Reporting Services (SSRS) to the dynamic, interactive environment of Power BI isn’t just a technological upgrade, it’s a strategic transformation.

Picture this: Your team pours hours into crafting reports with SQL Server Reporting Services (SSRS), yet the final output feels static, leaving stakeholders wondering, “Where’s the insight?” In an era where data needs to speak in real-time, those static PDFs and rigid tables just don’t cut it anymore. You’re definitely not alone in this challenge. A recent 2024 Deloitte study pointed out that the majority of businesses still relying on legacy reporting tools like SSRS are bogged down by delayed decision-making. Meanwhile, competitors using modern platforms like Power BI are reacting twice as fast to market changes.

Many businesses have already made this shift and seen remarkable improvements. For instance, a UK-based digital bank recently overhauled its reporting process, which was previously slow and manual, making it difficult to keep up with fast-changing business needs. By migrating to Power BI, they automated workflows and cut dashboard creation time by 90%, turning what once took hours into a 10-minute task. More importantly, the shift provided their teams with real-time, reliable insights, empowering faster, smarter decision-making.

If you’re asking yourself how to migrate from SSRS to Power BI, or even just exploring the idea of SSRS to Power BI transformations, you’re in the right place. In this blog, we’ll walk you through the practical steps of migrating SSRS reports to Power BI, sharing insights and tips to help your team make a smooth and impactful transition.

The Changing Landscape of Business Reporting

Businesses today demand more than static, print-ready reports. They crave interactive dashboards, real-time analytics, and intuitive visualizations that speak directly to their operational challenges. Legacy systems, such as SSRS, have long served as the backbone of enterprise reporting. However, the evolving needs of modern businesses have rendered these systems less agile.

When we talk about how to migrate from SSRS to Power BI, it’s not merely about switching tools, it’s about embracing a mindset that prioritizes clarity, speed, and interactivity in reporting. This transformation can empower teams to uncover insights that were previously hidden in data silos, driving faster and more effective decision-making.

Why Migrate from SSRS to Power BI?

Bridging the Old and the New

The inherent limitation of SSRS lies in its static nature. While it has reliably delivered paginated reports for years, it lacks the flexibility demanded by today’s fast-paced data environments. On the other hand, Power BI offers a modern interface with self-service capabilities and robust data integration. This allows end users to slice and dice data in ways that support more nuanced analyses.

Transitioning to Power BI means opening up opportunities for enhanced visualization, improved user collaboration, and seamless integration with other data sources. More than just a technical shift, this migration drives tangible business benefits—accelerating decision-making, reducing the time analysts spend generating reports, and enabling teams to extract insights faster. With real-time data accessibility and automation capabilities, Power BI transforms reporting from a reactive process into a proactive strategy, allowing organizations to stay ahead in an increasingly data-driven landscape

Enhancing Operational Efficiency

According to a recent survey by Forrester in 2024, organizations that embraced modern reporting platforms reported an increase in operational efficiency and faster decision-making processes. Migrating from SSRS to Power BI plays a key role in this transformation, and the stat encapsulates the tangible benefits that come from making a strategic shift in how data is handled and reported.

How to Migrate from SSRS to Power BI: A Step-by-Step Guide

Migrating from SSRS to Power BI may seem overwhelming, given the complexity of legacy systems and  the pressure to maintain business continuity. However, a structured migration approach can significantly simplify the process. Here’s a human-centric guide on how to migrate from SSRS to Power BI effectively:

1. Evaluate Your Current Reporting Landscape

Start by auditing your existing SSRS reports. Understand which reports are mission-critical and which can be phased out. This step involves engaging with report users, gathering feedback on pain points, and identifying the features that are non-negotiable in the new system.

2. Set Clear Objectives and Priorities

Define what success looks like for your migration. Is it faster report delivery, improved visualization, or enhanced user interactivity? Clear objectives help your team measure progress and ensure the migration aligns with business goals.

3. Develop a Detailed Migration Roadmap

Mapping out the entire migration journey is essential. This roadmap should outline phases—from pilot projects to full-scale implementation. In doing so, ensure that you incorporate training sessions for end users and continuous feedback loops, so the final product truly meets user expectations.

4. Engage a Team of Experts

When it comes to migrating SSRS reports to Power BI, expertise matters. An experienced team can not only accelerate the migration process but also ensure that the nuances of your data and reporting requirements are meticulously addressed. At BizAcuity, our specialists work side-by-side with your team, ensuring that the transition is smooth and that no critical insights are lost in translation.

5. Test and Iterate

Migration isn’t a “set and forget” project. It requires thorough testing—both technical and user acceptance tests—to ensure that reports are accurate, visually appealing, and functionally robust. Iterate based on real-world feedback and fine-tune the system until it perfectly meets your needs.

6. Launch and Optimize

Once your new reporting system is in place, it’s essential to monitor its performance and user engagement. Use insights from Power BI’s analytics to continually refine reports and dashboards, ensuring they remain relevant and impactful.

The Hidden Pitfalls of DIY Migration and How Experts Avoid Them

Many teams jump into the process of how to migrate from SSRS to Power BI with a lot of energy, only to run into unexpected obstacles along the way. For instance, one common misstep is simply saying, “We just recreated the same reports in Power BI.” From data model mismatches that lead to inaccuracies, to user pushback because the new system feels completely unfamiliar, the challenges add up quickly.

When contemplating SSRS to Power BI migration, it’s tempting to take on the challenge in-house. However, leveraging the expertise of seasoned professionals can be a game changer. Here’s why partnering with experts is often the best decision:

Deep Technical Proficiency

Experts come with a rich background in both legacy systems and modern analytics platforms. They understand the intricacies of migrating complex reports and can anticipate potential pitfalls before they arise. This proactive approach not only saves time but also ensures the integrity of your data throughout the transition.

Tailored Strategies for Unique Challenges

Every organization has its own set of challenges and nuances. A cookie-cutter approach to migration simply doesn’t work. By collaborating with experts, you gain access to bespoke solutions that are tailored to your specific needs. This means that whether you’re asking “how to migrate from SSRS to Power BI” for a small business or a large enterprise, the strategy is uniquely crafted for you.

Continuous Support and Evolution

Post-migration, the journey is far from over. Experts provide ongoing support to help optimize your new reporting system. They work with your team to fine-tune dashboards, ensure data accuracy, and adapt the system as your business evolves. This continuous support is key to unlocking long-term reporting insights and maintaining a competitive edge.

Unlocking the Full Potential of Your Data

Moving from SSRS to Power BI isn’t just about upgrading your reporting tool, it’s about transforming the way your team connects with data. Instead of static reports that take time to analyze, imagine interactive dashboards that bring insights to life, helping your team make decisions faster and work more efficiently together.

With a seamless flow of data, organizations can uncover new opportunities, respond quickly to changes, and drive strategic growth. This transition fosters a culture where data is not just collected but actively used to improve efficiency.

If you’re ready to explore how this journey can unlock your organization’s full potential, feel free to reach out to BizAcuity.

Why Integrating Microsoft Dynamics 365 with Other Business Applications is a Game Changer

If you’ve ever worked in a business where sales, finance, operations, and client services each operate in their own siloed systems, you know the frustration. Reports don’t align. Approvals get delayed. Clients have to repeat the same information across different teams. Yet, many still work this way. Why? Because integrating systems sounds like a daunting challenge.

But here’s the truth: integrating Microsoft Dynamics 365 with your existing business applications isn’t just an IT project, it’s a key move that transforms how your organization operates. It eliminates inefficiencies, enhances collaboration, and ensures that your teams have the data they need to make informed decisions in real time. Let’s talk about what’s really at stake, and why companies that embrace integration are setting themselves up for long-term success.

1. Siloed Data Slows Down Service Delivery, Microsoft Dynamic 365 Integration Fixes That

For businesses, delivering a seamless experience often requires coordination between multiple departments—sales, finance, project management, and customer success. But when each team relies on disconnected systems, inefficiencies creep in:

• The sales team closes a deal, but finance isn’t immediately notified, delaying invoicing
• Project managers don’t have full visibility into client agreements, leading to scope misalignment
• Account managers struggle to track ongoing service contracts and renewals

With Microsoft Dynamics 365 integration, your teams get a unified, real-time view of business operations. That means:

• Sales, project management, and finance teams work with the same up-to-date contract and billing data
• Client onboarding is streamlined with automated workflows
• Reporting and forecasting become accurate, helping leaders make strategic decisions faster

Companies that centralize their data see an average 36% increase in operational efficiency. When your entire business operates on synchronized data, service delivery becomes faster, more reliable, and more profitable.

2. Your Clients Expect a Frictionless Experience, Are You Delivering?

Customers don’t care about your internal processes, they just want a smooth, professional experience. But without system integration, issues arise:

• A client reaches out about a service request, but the account manager doesn’t have access to their history
• A proposal is sent with outdated pricing because the sales and finance teams aren’t aligned
• A contract renewal is missed because there’s no automated tracking

Now, imagine the opposite: with a fully integrated Microsoft Dynamics 365 ecosystem, every team has access to the full client journey—from first inquiry to contract renewal. This ensures:

• Faster response times and proactive client service
• Accurate billing and transparent contract management
• Fewer miscommunications between teams, leading to stronger client relationships

86% of buyers are willing to pay more for a better service experience. When your teams have the right data at the right time, you’re not just meeting expectations, you’re exceeding them.

3. Better Data, Smarter Decisions

Businesses rely on data to make informed decisions, whether it’s resource allocation, project profitability, or client retention strategies. But without integration, data is scattered, outdated, or simply inaccessible. With Microsoft Dynamics 365 integration, decision-makers can access real-time insights, answering key questions like:

• Which clients generate the most recurring revenue?
• Where are we experiencing project delays, and how can we optimize workflows?
• Are we hitting financial targets, and if not, where are the gaps?

Additionally, AI-powered analytics within Dynamics 365 can detect trends before they become problems, allowing your business to act proactively rather than reactively. 64% of business leaders say real-time data improves decision-making speed. When your business has instant access to critical data, you gain a competitive edge.

4. Automate the Tedious, Focus on Growth

No company grows by spending time on manual data entry and redundant administrative work. Yet, many businesses still rely on spreadsheets and email chains to manage service contracts, invoices, and project updates. A fully integrated Microsoft Dynamics 365 system eliminates these inefficiencies by automating:

• Contract approvals and service requests
• Invoice generation and payment tracking
• Client communication workflows and follow-ups

Businesses that implement automation see 30% increase in productivity. When repetitive tasks are handled by smart systems, your teams can focus on strategic initiatives that drive revenue and growth.

5. Scale Your Services Without Operational Bottlenecks

Growth in the business landscape isn’t just about acquiring more clients, it’s about scaling operations efficiently. One of the biggest advantages of Microsoft Dynamics 365 integration is that it grows with you. Whether you’re expanding service offerings, entering new markets, or managing a larger client base, an integrated system allows you to:

• Seamlessly onboard new business units and services
• Automate complex service workflows as you scale
• Maintain data consistency across different teams and locations

89% of CIOs say scalable IT systems are critical for long-term success. By integrating your core business applications with Dynamics 365, you’re driving growth.

6. Security and Compliance: A Critical Priority

Businesses often handle sensitive client data, making security and compliance non-negotiable. Microsoft Dynamics 365 offers:

• Role-based access control to ensure only authorized users access sensitive data
• Data encryption to protect client information
• Built-in compliance tools to meet industry regulations

As cyber threats continue to rise, businesses that fail to secure their systems risk reputational damage and legal consequences. Integration isn’t just about efficiency, but protecting your clients and your business.

The Bottom Line: Is It Worth It?

Gone are the days of managing cumbersome manual processes and grappling with disconnected systems that slow down progress. With Microsoft Dynamics 365 integration, businesses can automate routine tasks, eliminate operational bottlenecks, and improve data accuracy, freeing up valuable time and resources for more strategic initiatives. 

The result? Smarter decisions, more personalized customer interactions, and stronger client relationships, all of which lead to increased profitability and long-term business scalability. 

If your company is still relying on disjointed systems, consider the opportunity cost. How much longer can you afford to maintain inefficiencies and miss out on growth opportunities? The businesses that are embracing integration are reaping significant rewards, and now is the time to ask: Are you ready to be part of that future, or will you continue to fall behind? The choice is yours.

The role of patients in healthcare is evolving. They are no longer just following instructions — they want to be treated as essential members of the healthcare team and to be actively involved in their care journey. They also want easy access to their medical information at any time they need it.

According to statistics from the Centers for Disease Control and Prevention (CDC), over 58% of adults use the internet to research medical information, and 41.5% communicate with their doctor online, indicating a growing desire for active engagement in their care.

Patient engagement is associated with numerous benefits. According to the WHO, patient engagement is one of the key strategies for improving patient safety. Among other benefits, research shows that engaged patients tend to have better health outcomes, lower hospitalization rates (12.5% decrease), shorter hospital stays (0.4 days decrease), lower readmission rates (4.2% decrease), and lower medical costs (5.3% decrease). Such patients are also, in general, more satisfied with their care.

Providers can also get direct benefits when their patients are actively involved in care. Digital engagement is a powerful predictor of patient loyalty. According to Accenture, nearly 80% of highly digital patients are most likely to stay with their providers.

But how do we know if patients are truly engaged?

In this guide, we’ll explore why measuring patient engagement matters, how it can be measured, and how digital tools, such as mobile apps and patient portals, can help.

How To Measure Patient Engagement

There is no single perfect tool for measuring patient engagement. To gain a comprehensive and accurate understanding of how engaged their patients are in their care, healthcare organizations must combine several patient metrics and use insights from multiple data sources, both digital, such as patient portals, patient apps, and wearable devices for remote patient monitoring, and traditional, such as patient advisory groups and community ambassador programs. This dual approach ensures no patient segment is left behind due to digital literacy gaps or technological access barriers.

Scales and questionnaires

Researchers have developed a number of patient engagement measures, each offering unique insights. However, no single instrument is mandatory or universally preferred. Healthcare organizations should choose the tools that best align with their specific goals, patient population, and care strategies.

• Patient Activation Measure (PAM) — a questionnaire that assesses a patient’s level of activation across four progressive stages: believing the patient’s role is important; having the confidence and knowledge necessary to take action; taking action to maintain and improve one’s health; and staying the course even under stress. Originally developed as a 100-item research tool, it has since been abridged for practical use in clinical settings.
• Patient Health Engagement (PHE) scale — evaluates emotional and psychological readiness to engage in care.
• Public and Patient Engagement Evaluation Tool (PPEET) — measures the effectiveness of engagement activities at the organizational level.
• Electronic Patient Engagement Behavior (EPEB) scale — focuses on electronic engagement behaviors across four dimensions: disease information search, doctor–patient communication, social support among patients, and disease self-monitoring through apps and wearables.

Behavioral metrics

In addition to standardized tools, ScienceSoft experts recommend analyzing the following key information flows to gain deeper insights into patient engagement:

1. Digital behavior (portals & apps) — to monitor how often and how broadly patients use online tools, such as patient portals or mobile health (mHealth) apps, to access records, message providers, engage with health educational content, or utilize in-app or in-portal tools like a health tracker.
2. Appointments and follow-ups — to track the rate of scheduled versus missed or canceled appointments, follow-up attendance, and appointment booking success rates.
3. Patient-generated health data (PGHD) — to evaluate the frequency and consistency with which patients share health data (e.g., glucose levels, blood pressure, or physical activity) through connected apps or devices.
4. Patient satisfaction surveys — to capture patient perceptions, experiences, and preferences. These can be collected via formal surveys, interviews, online feedback forms, or focus groups to assess emotional and experiential engagement.

By assessing each stream individually and in combination, healthcare providers can classify patients into engagement levels, for example, using an ABC rating system:

• Group A: Highly engaged (e.g., regular app usage, high appointment adherence, consistent data sharing)
• Group B: Moderately engaged (e.g., occasional digital activity, partial follow-through)
• Group C: Low engagement (e.g., infrequent interaction, missed follow-ups, poor adherence)

Below, we provide an example of how behavior metrics can be used to map out corresponding tiers of patient engagement. The actual target frequency and specific metrics may vary for different providers.

 

Other indicators of patient engagement may include:

• Telehealth usage — frequent participation in virtual consultations suggests digital readiness and proactive engagement.
• Readmission rates — high rates may indicate poor engagement in post-discharge planning and low involvement in post-discharge care.
• Patient retention rate (PRR) — reflects patient loyalty and satisfaction over time.

Patient Segmentation for Effective Engagement Measurement

To identify a correlation between individual health profiles and patient engagement levels, healthcare providers can segment patients based on specific criteria. The segmentation should ideally be powered by healthcare analytics systems.

Here are some key dimensions that healthcare providers can use — individually or in combination — to create insightful patient segments:

1. Facility

Patients may receive care across multiple sites. Segmenting by facility helps identify where engagement is strong or lacking.

Examples:

• Outpatient: Oklahoma City, Stillwater, Edmond
• Inpatient: Boston, Worcester, Springfield
• Mixed Facilities: Louisville, Indianapolis, Fort Wayne

2. Therapeutic Department

Segmenting by department enables insights into engagement trends among patients with specific conditions.

Examples: Cardiology, Pulmonology, Orthopedics, Endocrinology, ENT

3. Disease Status

This dimension can help uncover how the level of engagement correlates with condition types and clinical progress.

• Stage: Acute, Subacute, Chronic
• Comorbidities: Yes / No
• Outcomes: Recovery, Complications
• Disabilities: Yes / No
• Need for Supervision: Yes / No (e.g., follow-ups, home care)

4. Demographics (Age & Gender)

The following age breakdown is based on a combination of Erikson’s stages of human development with Daniel Levinson’s and Carl Jung’s theories. Aggregating various classifications helps capture both psychological and physical development within the age segmentation.

Examples:

• Men/Women > 65
• Adults ≤ 65: 18–25, 26–35, 36–50, 51–64

Once patients are segmented, providers can identify engagement patterns across patient engagement platforms (e.g., portal vs. app), demographic groups, locations, or conditions. For instance, comparing patient platform usage across departments can reveal platform preferences by condition.

Moreover, combining engagement data with health outcome measures, such as quality of life or blood pressure control, enables providers to assess the actual impact of engagement on these outcomes. While higher engagement often aligns with better outcomes, unexpected patterns may emerge, offering new opportunities for care improvement and personalization.

Why Measuring Patient Engagement is Key Now

According to 2025 predictions in healthcare, compiled by Managed Care Executives, the patient engagement movement is expected to advance in 2025; however, growing “engagement fatigue” may slow progress. As patients face an overload of digital messages, streamlining and personalizing communication is key. And this can’t be achieved if providers do not have a functioning system for measuring patient engagement in place. With the right patient engagement metrics, patient experience metrics, and patient satisfaction metrics, providers can identify gaps in care and create a more meaningful, personalized care experience for patients.

Business leaders no longer ask whether data can create value. The question now is how quickly and intelligently that value can be realized. As organizations grow more data-rich, their ability to convert information into strategic insight depends not just on tools, but on guidance—on frameworks that connect the dots between raw data and real decisions.

This is where Business Intelligence (BI) consulting has historically played a vital role. But today, the landscape is changing. The complexity and speed of decision-making demand more than static dashboards or reports. They require systems that learn, adapt, and predict. For example, a gaming enterprise operating in the casino space integrated an AI-powered BI framework, reducing their reporting cycles from weeks to days. This transformation went beyond speed, enabling advanced player behavior analysis and enhanced financial tracking that empowered faster, smarter decisions at all levels.

The integration of Artificial Intelligence (AI) into BI represents a shift in how businesses uncover insight, respond to risk, and create opportunity. This blog explores the role of AI in modern BI: what it enables, why it matters, and how to implement it effectively and responsibly.

78% of Global Enterprises Are Already Leveraging AI in Their Operations

According to recent industry research, 78% of global companies report using AI in their business functions—a figure that is only projected to rise as businesses recognize AI’s potential to drive efficiency and innovation. This widespread adoption underscores that AI integration is a present-day necessity for organizations seeking to make data-driven decisions at scale.

Why AI Matters for BI 

At its core, Business Intelligence helps organizations make better decisions using data. But in complex, high-velocity environments, human analysis alone can no longer keep up with the volume and variability of available information. AI fills that gap by:

• Automating Repetitive Tasks: Cleansing, sorting, and categorizing large volumes of data can consume a BI consultant’s time. AI automates these steps, freeing experts to focus on higher-value strategy.
• Enhancing Pattern Recognition: Machine learning algorithms can identify anomalies or trends in massive datasets faster than any human analyst could.
• Delivering Real-Time Insights: AI-powered systems can process streaming data, enabling businesses to respond to developments as they happen, not after the fact.
• Reducing Bias in Analysis: When appropriately trained, AI models can bring consistency to data interpretations—especially when augmented by human oversight.

Together, these capabilities redefine what is possible in a BI engagement. Consultants can move beyond hindsight reporting and begin offering foresight—insights into what’s likely to happen, why, and what to do next.

The Business Case: What Organizations Stand to Gain

Integrating AI into BI is a structural shift in how organizations understand, act upon, and extract value from data. The payoff lies not in one-time efficiency gains, but in the transformation of the decision-making culture itself. Here are the four most critical areas where AI-powered BI generates real business value:

1. Operational Agility: Turning Reaction into Proactive Strategy

In business, timing is a differentiator. Businesses that operate reactively often fall behind competitors who anticipate trends. AI introduces a layer of foresight to BI that helps organizations shift from post-mortem analysis to proactive response. With predictive analytics and anomaly detection, businesses can identify early warning signs in operational data, and act before issues escalate. 

2. Decision Quality: Moving from Data-Rich to Insight-Driven

Having data is not the same as having insight. Many organizations sit on large volumes of structured and unstructured data without clarity on how to connect it to decisions. AI helps bridge this gap. Through techniques like machine learning classification, recommendation systems, and clustering, BI consultants can surface patterns that the human eye may miss.

3. Performance Optimization at Scale

In large enterprises, decision-making is often distributed across multiple teams, regions, or functions. Without centralized intelligence, insights become fragmented, and execution slows. AI helps unify performance monitoring by standardizing metrics, creating real-time dashboards, and highlighting performance outliers. More importantly, AI can prescribe actions based on previous patterns—whether that means adjusting pricing, reallocating budgets, or changing supplier mix.

A great example of performance optimization at scale comes from Pfizer. The pharmaceutical leader used AI to streamline its PAXLOVID manufacturing by analyzing complex supply chain data. This resulted in a 67% reduction in the cycle time for a key process step and enabled the production of 20,000 additional doses per batch. It demonstrates how AI-powered BI frameworks can not only unify data across systems but also drive tangible throughput improvements in enterprise-wide operations.

4. Strategic Differentiation in a Crowded Market

While tools like dashboards and reports have become commoditized, the real differentiator today is intelligence. Businesses that embed AI in their decision systems are more strategic. By continuously learning from historical data, AI models become sharper over time. A BI framework that integrates AI ensures that insights evolve with market dynamics, giving leadership the confidence to experiment or scale with clarity.

Novartis is integrating AI across research and development—most notably in drug discovery through protein-folding prediction, and even in automating parts of clinical trial report writing. These initiatives not only reduce time to market but also improve decision-making fidelity. It’s a powerful example of how AI in BI can elevate strategy through intelligent automation. 

Best Practices for Integrating AI into BI

1. Start with a Purpose, Not a Platform
   Avoid adopting AI for the sake of trend-following. Start with business questions: What problem are we trying to solve? What decisions do we want to make faster or more accurately? Let these answers guide your AI implementation.
2. Prioritize High-Quality, Well-Governed Data
   AI models are only as good as the data they learn from. Establish clear data ownership, standardized definitions, and consistent quality controls. A BI consultant plays a crucial role here—ensuring data is structured and contextually sound.
3. Pilot, Measure, and Scale Gradually
   Start with a pilot that’s easy to measure, like automating a monthly report or predicting sales for a specific region. Analyze the outcomes, then refine and scale gradually. This allows for continuous learning and minimizes disruption.
4. Focus on Augmentation, Not Replacement
   The goal isn’t to replace human consultants, but to extend their capabilities. The best BI engagements use AI to amplify judgment, not override it.
5. Upskill Your Teams
   Equip BI consultants with foundational AI knowledge—modeling techniques, evaluation metrics, and ethical considerations—through targeted training programs. A team fluent in both business context and AI will drive more meaningful results.

Challenges to Anticipate and How to Overcome Them

Even with best practices in place, organizations must navigate certain risks and barriers.

• Integration Complexity: AI tools don’t always plug neatly into legacy BI systems. Consultants must evaluate technical compatibility and plan for phased integration.
• Skills Gap: Many BI teams aren’t yet equipped to understand or interpret AI-driven insights. Investing in training is key to adoption.
• Ethical Use of Data: As AI uses more personal and behavioral data, organizations must enforce strong data privacy, ethical AI practices, and regulatory compliance.
• Overdependence on Automation: While AI enhances speed, human oversight remains essential. It’s important to maintain analytical accountability and avoid blind trust in models.

What the Future Holds

AI is a dynamic capability. As generative AI models and large language models (LLMs) begin to integrate into analytics environments, we may soon see BI dashboards that interpret and explain insights in natural language, generate on-demand reports, and even suggest actions in response to real-time events.

This will only expand the strategic role of BI consultants. In addition to being data translators, they’ll increasingly serve as AI interpreters—ensuring that insights are aligned with business priorities and deeply actionable.

Final Thoughts

At a time when data is abundant but clarity is rare, the combination of AI and BI offers a path forward—not just to optimize performance, but to shape strategy. For organizations exploring how to elevate their data strategy, a thoughtfully implemented, AI-integrated BI framework can make all the difference.

To understand how this could look within your business context, you can explore how BizAcuity approaches the integration of business intelligence into enterprise decision-making.

In today’s digital-first world, moving from on-premise Dynamics to the cloud isn’t just an upgrade, it’s a strategic leap toward agility, scalability, and smarter decision-making. Yet, this journey is often riddled with roadblocks, from handling complex customizations to ensuring seamless user adoption. That’s where BizAcuity steps in. We don’t just move your data; we transform your business for the cloud era. Here’s how.

Why Migrate to Dynamics 365?

Before we explore the “how,” let’s address the “why.” Microsoft Dynamics 365 is not just another CRM or ERP; it’s a powerful ecosystem that integrates sales, service, finance, and operations, enhanced with AI-driven insights. Migrating to Dynamics 365 unlocks:

• Real-time analytics through Power BI integration, helping you make data-driven decisions instantly.
• Scalability, allowing your business to grow without the constraints of on-premise infrastructure.
• Cost efficiency, reducing maintenance and hardware expenses.
• Seamless collaboration, integrating effortlessly with Microsoft 365 tools like Teams and SharePoint.

But getting these benefits isn’t automatic. Successful migration requires more than just moving data—it demands a partner who understands both the technical and human aspects of transformation. That’s where BizAcuity excels.

Overcoming Common Dynamics Migration Challenges

Every business’s migration journey is unique, but many encounter the same hurdles:

1. Legacy Customizations Don’t Always Translate

Many organizations have built custom workflows, web resources, or plugins for their older Dynamics versions. However, these often rely on outdated frameworks (like jQuery or SOAP), making them incompatible with Dynamics 365. If these customizations aren’t properly updated, they can cause major disruptions, breaking critical business processes and impacting productivity.

2. Third-Party Tools Need a Cloud Makeover

Businesses often rely on third-party add-ons to enhance Dynamics functionality. But in the cloud, some of these tools may become obsolete or require costly upgrades. Unsupported tools can lead to security risks, performance issues, or unexpected expenses if not addressed during migration.

3. Reports and Dashboards Need Modernization

Traditional reporting systems like SQL Server Reporting Services (SSRS) produce static, outdated reports. But today’s cloud users expect dynamic, self-service dashboards with real-time insights. Without modernizing reporting structures, businesses miss out on the true analytical power of the cloud.

4. User Adoption is Often an Afterthought

A new system means new workflows. If employees struggle to adapt, productivity drops and frustration rises. Change management is crucial—users need training and familiar interfaces to transition smoothly without resistance.

BizAcuity’s Migration Strategy: More Than Just a Lift-and-Shift

At BizAcuity, we take a holistic approach. Migration isn’t just about transferring data—it’s about reimagining your business processes for the cloud. Here’s how we ensure a seamless transition:

1. Customization Remediation: Future-Proofing Your Workflows

We analyze your existing customizations and ensure they align with Dynamics 365’s modern framework. Our approach includes:

• Upgrading outdated code to current standards.
• Rebuilding workflows using supported tools like Angular.js.
• Replacing unnecessary customizations with Dynamics 365’s native features for long-term stability.

2. Third-Party Tool Migration: Smart Substitutions

When third-party tools are no longer supported or become redundant, we help businesses transition to native Dynamics 365 functionality. While some niche features may need adaptation, this approach minimizes long-term risks and dependency on external vendors.

3. Report Modernization: Moving from Static to Strategic

We revamp outdated reports into interactive Power BI dashboards, ensuring:

• Self-service analytics with customizable filters.
• Real-time data refreshes for up-to-date insights.
• Robust data governance, maintaining security while enabling flexible reporting.

Modern reporting isn’t about generating more data—it’s about delivering insights that drive smarter decisions.

4. Seamless User Experience: Bridging the Gap Between Old and New

To boost adoption, we replicate familiar workflows using modern tools. For example:

• Deprecated features like dialogs are replaced with Power Apps for an intuitive user experience.
• Custom entities help maintain functionality while leveraging Microsoft’s latest technologies.

Our goal? A frictionless transition that keeps users engaged and productive.

Integrating Dynamics 365 with On-Premise Systems

For businesses with hybrid environments, cloud migration doesn’t mean abandoning on-premise systems. We ensure seamless integration through:

• Azure Hybrid Connections, linking Dynamics 365 securely with on-premise databases.
• API Middleware, bridging legacy ERPs and proprietary systems with cloud functionality.
• Power Automate, enabling automated workflows that connect both cloud and on-premise applications.

Post-Migration Support: Ensuring Long-Term Success

Our job isn’t done at go-live. We provide ongoing support to maximize the value of your Dynamics 365 migration:

• Proactive Maintenance, monitoring performance, applying updates, and optimizing cloud costs.
• User Training, ensuring teams are equipped to leverage the new system effectively.
• Continuous Improvement, refining workflows and processes to enhance efficiency.

Planning Your Migration: A BizAcuity Blueprint

A successful cloud migration follows a structured roadmap. Here’s our proven approach:

1. Assessment – Identifying customizations, third-party dependencies, and data structures.
2. Strategy – Deciding whether to remediate, rebuild, or replace each component.
3. Execution – Implementing changes in phases to minimize downtime and disruption.
4. Optimization – Training users and refining processes post-launch to drive long-term success.

Conclusion: The Future is in the Cloud – Let’s Get You There

Migrating to Dynamics 365 isn’t just an IT project—it’s a business transformation. The right strategy ensures you don’t just move to the cloud; you maximize its potential. With BizAcuity, you gain a partner who understands the nuances of migration and is committed to making it a success.

If you’re ready to unlock the full potential of Dynamics 365, let’s start the conversation.

Contact BizAcuity today – because your business deserves a migration partner that cares as much about your success as you do.

Businesses have never had access to more data than they do today. Every transaction, customer interaction, and operational process leaves a digital footprint. Yet, despite having all this information at their fingertips, many organizations struggle to translate it into meaningful action. Why? Because data without intelligence is just noise. 

Take a mid-sized company trying to track performance. Sales operates on one system, finance on another, and operations on its own platform. Each department has its own version of the truth, leading to conflicting numbers, duplicated efforts, and missed opportunities. .
It’s not that the data doesn’t exist—it’s that it isn’t connected.

This is precisely why Microsoft Dynamics 365 integration with BI dashboards has become a game-changer. Instead of operating in silos, organizations gain a unified, real-time view of performance, allowing them to make faster, more informed decisions.

Beyond Data Collection: Why Dynamics 365 Integration is Critical

Most businesses today use Dynamics 365 for managing sales, finance, customer service, or operations. It’s a robust ERP and CRM suite, but its true power lies in integration. Without proper Dynamics 365 integration, data remains siloed, and decision-making becomes guesswork. But when BI dashboards are seamlessly linked, organizations can:

• Monitor business health in real-time: When BI dashboards are fully integrated, businesses can move beyond relying on outdated, end-of-month reports. Real-time data provides a constant pulse on business health, enabling quicker, more accurate decision-making.
• Detect inefficiencies instantly: Integration allows businesses to identify bottlenecks across departments, whether in supply chains, finance, or sales. By spotting issues early, companies can address problems before they snowball into costly disruptions, saving time and resources.
• Forecast trends and act strategically: Integration with advanced analytics and AI-powered insights helps businesses not only predict trends but also take proactive steps to stay ahead of competitors. This forward-thinking approach allows organizations to make more strategic, data-backed decisions, fueling long-term growth.

Integration doesn’t just connect systems—it transforms how a business operates, ensuring that every decision is based on a complete, real-time picture. A recent survey found that 78% of companies using BI-integrated ERP solutions like Dynamics 365 saw a 25% increase in decision-making speed. Faster insights mean faster action—and in business, speed is everything.

From Fragmented Insights to a Single Source of Truth

Consider that you are struggling with inconsistent sales reporting, where the marketing team relies on Google Analytics, the sales team uses Dynamics 365, and finance works with a separate tool. This siloed data leads to confusion and misalignment across departments.

With Dynamics 365 integration with your external systems, you can develop a unified BI dashboard that consolidates data from all departments. The expected outcomes are:

• Sales teams being able to track real-time customer behavior, enabling them to tailor promotions and improve customer engagement.
• Finance benefiting from automated forecasting, which reduces errors and ensures more accurate financial predictions.
• Marketing gaining precise insights into ROI, allowing them to optimize ad spend and refine campaign strategies

With such integration, you can expect measurable improvements, as decisions are made based on a single, reliable source of truth rather than disconnected reports. This streamlined approach leads to better decision-making and enhanced business performance.

Breaking Down the Barriers to Integration

While the benefits are undeniable, integration with Dynamics 365 isn’t always plug-and-play. Many organizations face hurdles such as:

• Data migration challenges: Legacy systems often don’t sync easily with newer technologies, making data migration complex and time-consuming. This can lead to data inconsistencies or loss if not handled properly, delaying the integration process. To overcome this, businesses can invest in professional data migration services or use middleware tools designed to bridge the gap between legacy and modern systems, ensuring a smooth transition.
• Resistance to Change: Employees may hesitate to adopt new technology, especially if they are accustomed to existing systems. This resistance can slow down the integration process and reduce the overall effectiveness of the new system. Address this challenge by offering comprehensive training and clear communication about the benefits of the new system. Involving key stakeholders early on can also help smooth the transition and increase buy-in.
• Lack of Expertise: Many organizations lack the in-house skills required to execute complex integrations, making it difficult to manage the technical aspects of connecting different systems. Without the right expertise, companies risk misconfigurations or suboptimal integrations that don’t deliver the desired results. Businesses can partner with experienced integration specialists or hire consultants with specific expertise in Dynamics 365 to ensure that the integration is carried out effectively and tailored to their needs.

Despite these challenges, businesses that invest in a strategic integration approach see the payoff. Investing in the right resources, training, and external expertise can ensure a smoother transition, maximize the value of the integration, and ultimately drive more informed decision-making, improved efficiency, and business growth.

What’s Next? AI, Automation, and Predictive Intelligence

The integration of Dynamics 365 with BI dashboards is just the beginning. The real competitive edge lies in AI-powered analytics, which go beyond data visualization to predict future outcomes and drive proactive decision-making. As AI continues to evolve, businesses are already witnessing transformative capabilities such as:

• AI-driven forecasting: Traditional forecasting relies on historical data, but AI takes it a step further by identifying patterns, external factors, and real-time trends. This enables businesses to anticipate potential disruptions—whether in supply chains, sales cycles, or customer demand—before they occur, allowing for better preparedness and risk mitigation.
• Automated anomaly detection: Instead of relying on manual monitoring, AI-powered dashboards can instantly detect unusual patterns in data, flagging potential issues such as fraudulent transactions, revenue leakage, or operational inefficiencies. This helps businesses take immediate corrective action, reducing financial losses and improving security.
• Hyper-personalization: AI-driven insights can analyze customer behavior, preferences, and past interactions to suggest the next best action. Whether it’s recommending tailored promotions, adjusting pricing strategies, or optimizing customer service responses, businesses can significantly boost engagement, loyalty, and conversion rates.

As AI becomes more sophisticated, its role in business intelligence will shift from reactive reporting to predictive and prescriptive analytics, empowering companies to make smarter, data-driven decisions that drive long-term growth.

Final Thought: Will You Lead or Lag?

The companies that thrive in the coming years won’t be the ones with the most data. They’ll be the ones that can turn data into decisions, faster and smarter than the competition.

The question isn’t whether your business should integrate Dynamics 365 with external systems—it’s whether you can afford not to.

Businesses should unlock the full power of Microsoft Dynamics 365 integrations, turning fragmented data into actionable intelligence. Your data already holds the answers. It’s time to unlock them.

Imagine standing in the middle of a vast library with millions of books, but no catalog to guide you. That’s what it feels like to navigate today’s world of data without visualization. In an age where every decision is tethered to data, the ability to interpret and communicate insights is transformative. Data visualization is the key that unlocks this potential, enabling companies to turn raw numbers into compelling stories that drive action and spark innovation.

Data visualization speaks a universal language, bridging gaps between technical and non-technical teams. When everyone can grasp the data’s story, collaboration improves, and decisions become more inclusive and impactful. BI consulting services  are often called upon to help businesses unlock the potential of their data by transforming complex data into accessible insights, making communication easier and more effective across all departments.

Let’s dive into the reasons why data visualization is indispensable for modern businesses and how it can drive a competitive edge.

The Language of Data: Why Visualization Transcends Barriers

Imagine explaining a billion data points to your team using just a spreadsheet. Impossible, right? This is where visualization steps in, converting overwhelming data into intuitive graphics that can be understood by anyone. According to the Wharton School of Business, data presentations that include visuals are 70% more effective in conveying their message than those that don’t.

Data visualization speaks a universal language, bridging gaps between technical and non-technical teams. When everyone can grasp the data’s story, collaboration improves, and decisions become more inclusive and impactful.

Data Overload: The Growing Need for Clarity

Data-driven companies face an avalanche of information daily. Without the tools to interpret it, this abundance quickly becomes a liability. Gartner predicts that by 2025, 80% of enterprise decision-makers will need data storytelling skills to effectively communicate insights. Data visualization bridges this gap by presenting insights in an engaging, digestible format, helping businesses avoid analysis paralysis.

Take the example of an e-commerce company analyzing millions of customer transactions. A well-designed dashboard, guided by Business Intelligence consultants, can highlight purchasing trends, reveal customer preferences, and predict future demands—insights that would be lost in a sea of raw numbers.

From Numbers to Narratives: The Art of Storytelling with Data

Data visualization doesn’t just highlight trends—it tells stories. And stories inspire action. Consider a retailer using heat maps to visualize customer traffic in stores. The story told by these maps could lead to better shelf placement and increased sales. Visualization not only identifies opportunities but also inspires confidence in the decisions made based on the data.

This ability to craft narratives is especially critical when presenting data to stakeholders. A compelling story backed by visuals can persuade investors, align teams, and justify strategic shifts with clarity and confidence.

Enhanced Decision-Making: A Competitive Edge

In the race to stay ahead, quick and informed decision-making is key. Research highlights that companies leveraging data visualization tools are twice as likely to be in the top quartile of financial performance within their industries. This advantage stems from the ability to:

• Spot patterns and trends rapidly
• Predict future outcomes with clarity
• Align stakeholders through clear communication

For instance, a manufacturing firm using predictive analytics and visualization can foresee supply chain disruptions and adapt proactively, saving costs and maintaining customer satisfaction. Power BI consulting services can help businesses integrate this predictive power into their daily operations, driving more informed and strategic decision-making across departments.

Building a Culture of Data Literacy

Visualization plays a crucial role in fostering data literacy across an organization. It democratizes data, empowering teams to engage with it without requiring deep technical expertise. This inclusivity ensures that decisions are not confined to a few data scientists but are shared across departments, enhancing collaboration and innovation.

Companies that prioritize data literacy report faster decision-making and better alignment across teams. A study by Qlik found that data-literate companies achieve a 5% higher enterprise value.

Common Pitfalls and How to Avoid Them

Despite its benefits, poor visualization practices can mislead stakeholders. Beware of:

• Overcomplicated graphics. Simplicity is key.
• Misleading representations. Always provide context to avoid bias.
• Neglecting accessibility. Ensure your visuals are understandable to all audiences.

To avoid these pitfalls, invest in tools that prioritize clarity and precision. Power BI consultants can guide you through the process of implementing the right visual tools, ensuring your dashboards and charts are clear, accessible, and effective for all users.

The Future of Visualization: Beyond Bar Charts

As technology evolves, so do visualization techniques. Interactive dashboards, augmented reality (AR) visualizations, and AI-driven insights are reshaping how companies interact with data. Forward-thinking organizations are investing in these cutting-edge tools to stay ahead.

Conclusion: A Picture is Worth a Thousand Decisions

Data visualization is more than a business tool; it’s a bridge between raw data and actionable insights. For data-driven companies, investing in visualization is investing in clarity, efficiency, and innovation. The question isn’t whether you can afford to adopt data visualization but whether you can afford not to.

In an age where decisions need to be faster and more informed than ever, visualization is the compass guiding data-driven companies through uncharted territory. It’s time to harness its power and let your data do the talking. The companies that master this art, with the help of Power BI experts and specialized Power BI consultants, will not only stay competitive but will lead their industries into the future.

Data is everywhere. Every click, every transaction, every customer interaction generates a massive amount of information. And while Big Data is often seen as a buzzword, for many businesses, it’s a real challenge—how do you sift through mountains of data and make sense of it all? How do you turn raw numbers into something that can help you make smarter, more informed decisions?

That’s where Business Intelligence (BI) tools come in. With the right business analytics solutions, BI tools can help you transform overwhelming amounts of data into insights that are actionable, valuable, and directly tied to your business goals. Let’s explore how BI tools can help you get the most out of Big Data—and ultimately drive your business forward.

What Exactly is Big Data?

Simply put, it’s the large volume of structured and unstructured data that your business generates every day. This can include customer transactions, social media interactions, sensor data, and even email or chat conversations. In fact, approximately 402.74 million terabytes of data are created each day, according to Statista. That’s a staggering number. And yet, most businesses are still trying to figure out how to process all of this data in a way that makes sense.

Here’s where Big Data management services and business intelligence consulting services can help. They can be the key to organizing, analyzing, and deriving insights from your Big Data, turning what could be a confusing pile of numbers into something you can actually work with.

Why BI Tools Are Essential for Managing Big Data

Managing Big Data manually is a nightmare—trust us, no one has time for that. But BI tools? They’re designed specifically to handle large datasets and provide insights that matter.  You might be wondering, “How do these tools actually work?” Well, think of BI tools as your personal data assistant. They pull together information from multiple sources, clean it up, analyze it, and then visualize it in ways that make it easy to interpret. It’s not just about gathering data—it’s about making it usable.

Here are some of the key ways that BI tools help you make sense of your data:

Data Integration:

BI tools can pull data from different systems (think CRM platforms, social media analytics, etc.) and merge it all into one place. This gives you a 360-degree view of your business, so you can spot trends across all your data.

Data Visualization:

Data on its own can be overwhelming. But when you present that data as charts, graphs, or dashboards, it becomes much easier to understand. You don’t need to be a data scientist to get insights from a BI dashboard—you just need to be able to read the graphs!

Predictive Analytics:

 It’s one thing to look at what happened in the past; it’s another to use that data to predict what will happen in the future. Many BI tools offer predictive analytics, which helps you spot upcoming trends, anticipate problems, and capitalize on new opportunities.

Real-time Analytics:

The business world moves fast, and waiting for weekly or monthly reports can be too slow. BI tools allow you to analyze data in real-time, giving you the ability to make decisions based on up-to-the-minute insights.

The Real Benefits of Using BI Tools

If you’re still on the fence about using BI tools for your Big Data management, here are some of the most compelling reasons to get on board:

Smarter Decision-making:

BI tools give you the power to make decisions based on solid data, not just gut feelings. By analyzing vast amounts of customer data, Amazon fine-tunes everything from product recommendations to inventory management. This data-driven approach isn’t just guesswork—it’s science. In fact, a study from Dresner Advisory Services found that 53% of organizations using BI tools report better decision-making. That’s huge! When you have the right data at your fingertips, you can confidently move forward with your business strategies.

Customer Insights:

Ever wonder what your customers really want? With BI tools, you can dive deep into customer behavior and preferences. This allows you to personalize your marketing, fine-tune your products or services, and create a better experience for your customers. The more you use data management service the better

Cost Savings:

Big Data management services effectively can help you identify inefficiencies within your business, whether it’s in your supply chain, operations, or marketing strategies. BI tools give you the insights to optimize processes and save costs.

Efficiency Boost:

Time is money, and BI tools save you both. By automating data processing and analysis, BI tools free up your team to focus on other tasks that require human insight.Take Netflix, for instance. Their BI systems automate content performance tracking across global markets, freeing teams from sifting through endless spreadsheets. This allows them to focus on acquiring and producing content that aligns with viewer preferences. With BI, you’re no longer wasting time manually analyzing spreadsheets—you can let the tools do the heavy lifting.

Stay Ahead of the Competition:

In a competitive market, knowing what’s happening at any given moment can be a game-changer. BI tools provide you with insights into market trends, customer needs, and competitor strategies. This gives you the edge you need to stay ahead of the curve.

Choosing the Right BI Tool for Your Business

Now that you know why BI tools are so important, you might be asking, “How do I choose the right tool?” With so many BI tools on the market, it can be tricky to know where to start. Here are a few key things to consider:

Scalability:

As your business grows, your data needs will grow too. Make sure the BI tool you choose can scale to accommodate your increasing data volume without sacrificing performance.

User-friendliness:

A powerful tool is only useful if your team can actually use it. Look for BI tools that are easy to navigate, even for non-technical users. After all, the goal is to make data accessible to everyone in your organization.

Integration:

Your BI tool should integrate seamlessly with the systems you already use, such as CRMs, marketing platforms, and ERP systems. The more integrated your tool is, the easier it will be to work with your data.

Customization:

Every business is unique, so you’ll want a BI tool that can be customized to fit your specific needs. Whether it’s creating tailored dashboards or setting up unique reporting, customization is key.

Predictive Capabilities:

As mentioned earlier, predictive analytics is crucial for staying ahead of the game. Look for BI tools that offer strong predictive features to help you plan for the future.

The Power of Business Intelligence Consulting Service

If all of this sounds overwhelming, don’t worry—business intelligence consulting services can help you navigate the process. A BI consultant works with you to understand your business goals, help you choose the right BI tools, and ensure that they’re set up properly.

At BizAcuity, we specialize in helping businesses like yours harness the power of data. Whether you need assistance with business analytics solutions or want expert guidance on implementing BI tools, our team is here to help you every step of the way. 

Final Thoughts

Big Data doesn’t have to be intimidating. With the right business intelligence consulting services and BI tools, you can unlock the full potential of your data and use it to drive better decisions, enhance customer experiences, and stay ahead of the competition.

At BizAcuity, we’re dedicated to helping you make sense of your data with tailored solutions that work for your business. Contact us today to learn more about how we can help you navigate the complexities of Big Data and turn it into a valuable asset.

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Editor’s note: In the article, we outline the reporting capabilities of Dynamics 365 and Power BI. And if you’re looking for more detailed guidance on your CRM analytical options, turn to our Dynamics 365 consultants.

Whether you need to track the number of open opportunities, or spot marketing campaigns that bring the biggest number of leads, Dynamics 365 (as well as its earlier version, Dynamics CRM) has ample analytical capabilities to get the job done. There are Dynamics 365 Reports, Views, Charts, and Dashboards, to name but a few. Still, companies looking to get more insights from their Dynamics 365 data, may find default functionality insufficient for their business goals. And here Power BI analytics comes into play represented by reports and dashboards to give businesses AI-powered answers to their critical questions.

Luckily, Power BI and Dynamics 365 can be integrated quite simply. For example, it takes just a few clicks with Power BI Connector. Still, if you’re not sure whether you need additional reporting capabilities that Power BI offers, check the main differences between Microsoft Dynamics 365 dashboards and Power BI dashboards below.

Power BI dashboards vs. Dynamics 365 dashboards: 3 must-know things

When considering whether Dynamics 365 dashboards or Power BI dashboards would be a better fit for your business, keep in mind the following aspects:

1. Types of visuals

There are 2 types of Microsoft Dynamic 365 dashboards: user dashboards and system dashboards. Employees from sales, customer service and marketing departments can create user dashboards, while system dashboards are created by CRM administrators. User dashboards in Dynamics 365 can include 6 visuals per dashboard maximum and present business data in a variety of ways, like a funnel, a bar graph, a pie graph, and a stack bar graph.

Power BI dashboards, in their turn, can have as many charts (or visuals) as necessary. Among the most popular types of visuals available in Power BI are area charts, bar and column charts, combo charts, funnel charts, doughnut charts, and others.

2. Use cases

Dynamics 365 dashboards are suitable for reflecting day-to-day activities and performance of the sales, marketing, and customer service teams. Typical use cases for Dynamics 365 dashboards are open opportunities on the selected stage or top competitors of the recent period.

Power BI dashboards support more complex and context-based scenarios, showing sales, marketing or customer service trends not only within months and years but in real-time as well. For example, a Power BI dashboard can reflect a social media campaign going viral, or aggregate the sentiment for recent posts and tweets about your product/service. Besides, the tool can predict future trends based on the current datasets.

3. Sharing capability

Dynamics 365 dashboards can be shared with other Dynamics CRM users only. As for Power BI dashboards, they can be shared both with Power BI users and those who have Microsoft Office 365 accounts (free Power BI accounts can be set up within Microsoft Office 365).

Can’t Choose Your Analytical Solution?

ScienceSoft’s team is ready to suggest your best analytics tool with a view to your business needs, company size, and domain.

Which dashboard is better for my organization?

If you’re still in two minds what dashboard to favor, we suggest thinking about the complexity of the data analysis you need. For regular customer analytics tasks not requiring much data slicing-and-dicing, Dynamics 365 reporting capabilities would suffice. And if you need deeper insights entailing examining your customer data from every viewpoint, you’d better leverage Power BI capabilities. If you need help with assessing the feasibility of both options for your business or implementing either of them, you are welcome to contact our team.