Topic: Data, Analytics, Business Intelligence

Getting Started with Scheduled Refresh in Microsoft Power BI

How to Configure Scheduled Refresh in Microsoft Power BI

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…
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Upgrade Excel, Access, or SharePoint based processes to the Power Platform

Most organizations have customized needs that require them to stitch together solutions using multiple Microsoft Office products and tools. Spreadsheets, Access databases, and SharePoint lists are often leveraged by your users to address business processes outside of your ERP or CRM platforms. This approach can lead to sprawl and systems that are difficult to manage…
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Blog Integrating Dynamics Using Power Platform

The Integration Story with Microsoft’s Power Platform: Common Data Services for Apps, Dynamics 365 for Finance and Operations and Talent

The new version of Common Data Service, which is referred to as CDS for Apps (CDS 2.0), is extremely powerful — and when integrated with Microsoft Flow, PowerApps, PowerBI, and Dynamics 365 the results are unparalelled. In this post, we will walk through the steps to create, integrate, and test a complete Dynamics 365 integration…
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FSM Software: Knowledge Management one DMS

One DMS Platform for Complete Visibility and Improved Profitability

Most DMS solutions were designed for an era when dealerships could wait until the end of the month to get the data they need. That’s not the case today—consolidated views and up-to-the-minute reporting can mean the difference between thriving and barely surviving. Watch to see how we’re helping dealerships like yours achieve real-time visibility to…
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Budgeting and Forecasting in Microsoft Dynamics Made Easy BI360

Budgeting and Forecasting in Microsoft Dynamics Made Easy

Take that old crystal ball and throw it right out the window. You don’t need it anymore. As a user of Microsoft Dynamics ERP, you now have a much better option: Solver BI360. BI360’s budgeting and forecasting module is a complete data entry interface to capture strategies, goals, budgets, and forecasts. Available for cloud and…
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The Top BI360 Reporting Features for Microsoft Dynamics ERP

The Top BI360 Reporting Features for Microsoft Dynamics ERP

If you’re a Microsoft Dynamics veteran, then you know the history of the various financial reporting tools that have been available to Dynamics users. Take FRx, for example, which dates all the way back to 1991 and was actually quite popular. But be that as it may, it was discontinued in 2011 and replaced by…
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Connecting Power BI Dynamics 365 CRM

How to Transform Your CRM Data: Connecting Power BI & Dynamics 365

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…
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