Using Microsoft Dynamics 365 Sales to Strengthen Sales Effectiveness Brotherhood Mutual Insurance Company Brotherhood Mutual has been insuring churches and related ministries for more than 100 years. Brotherhood Mutual works with thousands of Christian churches and related ministries, schools, camps, and colleges across 47 states. Through its affiliate, MinistryWorks®, Brotherhood Mutual provides payroll for churches…
The Microsoft Power Platform (comprised of Power BI, Power Apps and Power Automate) is an innovative and powerful tool for the Microsoft Dynamics and Dynamics 365 communities. One of its hallmarks is how easy it is to use in comparison to other development tools. However, if you haven’t used the tools before, having some insight…
When reading a book, we often bookmark sections or pages that we want to return to later. In Microsoft Power BI, you can bookmark specific views of pages much like in a book. Bookmarks in Power BI allow users to capture the current view of a report page, including the state of slicers and visuals.…
One amazing thing about the 21st century is the fact that there is trackable data in everything we do. However, most businesses don’t know what to do with their data or how it can be manipulated to gain insights on areas outside the normal sales and financial reports. There are many ways you can use analytics…
With Microsoft Power BI, you get a platform that integrates with any data source you need, enabling you to create and share intuitive and visually appealing reports and dashboards that can revolutionize the way your organization uses data. What’s more, Power BI keeps your reports up-to-date by managing the connections from your data sources to…
Microsoft Power BI is the leader in the analytics and Business Intelligence marketspace. Many times, businesses want to begin leveraging business intelligence tools like Power BI but aren’t sure were to start. When evaluating a new Power BI implementation the first place to start is with the data. How is Data Created? First, review how…
Your ERP system is one data source. Your CRM solution is another. How many other disparate data sources do you have? The only way to extract actionable business intelligence is to have a global view of all your data in one place. In other words, you need to be able to connect the dots. Now…
Your company has finally made the jump to the cloud. Great, but now how do you use the data in your Microsoft Dynamics 365 cloud environment? To report on all of the data entered into CRM by sales and marketing, you used to just hook up to the SQL database that is on the servers, import…
The Microsoft Power BI bookmark feature was released with the summer update of Power BI desktop and allows users to highlight certain visuals and filters of a report to tell a story. One way to think about Power BI bookmarks is as if they were the next slide of a PowerPoint presentation. You can have…