Ulrik

Breval Carlsson

Ulrik Carlsson.jpg

Ulrik Breval Carlsson is a Senior Solution Architect and Readiness Expert at Elev8 Solutions, and also The CRM Chart Guy, as he calls his blog. Ulrik is a Microsoft Dynamics CRM Certified Consultant dedicated to increasing efficiency in business processes and optimizing CRM charts and dashboards for better insights and happier clients.

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Select the right analytical option for Microsoft Dynamics 365 Customer Engagement

by Ulrik Breval Carlsson
Ulrik Breval Carlsson, “The CRM Chart Guy,” compares the numerous analytics options for Dynamics 365, and guides us to selecting the right tools based on what we need them to...
AI BI and Reporting Customer Insights Customer Insights Dashboards Dynamics 365 Power BI Power BI Power Platform

The sales funnel never worked: Measure sales velocity with Microsoft Power BI

by Ulrik Breval Carlsson
Sales is more of a pipeline than a funnel. Power BI gives you and your salespeople a true representation of what they’re winning, could win, and where they should spend their...
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Power BI Power BI Power Platform Sales Sales & Marketing Sales & Ops Planning

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