Dynamics 365
Power Platform
Dynamics
Cloud & Productivity
Unlock the full potential of your Dynamics 365 Customer Engagement (CE) data by combining it with Power BI in this insightful video. Discover how integrating these powerful tools allows you to create interactive dashboards and reports that provide a complete view of customer activity, service performance, and overall satisfaction. See how embedding PowerBI reports directly within CE can streamline your workflow, improve decision-making, and empower your team with actionable insights—all without leaving the platform they already use.
Through real-world examples and a hands-on demonstration, this session shows how organizations can leverage CE and PowerBI together to analyze service metrics, track user adoption, and gain deeper visibility into customer interactions. Whether you’re managing internal teams or providing analytics to external customers, you’ll learn best practices for building meaningful reports and dashboards that drive better outcomes for your business.
In this video you’ll learn:
How to connect PowerBI to Dynamics 365 CE and create embedded dashboards for interactive insights.
Strategies for combining CE data with external sources, such as ERP platforms and survey tools, to get a full 360° view of customer activity.
Best practices for building reports, setting up refresh schedules, applying security, and optimizing performance for internal and external users.
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