Select the right analytical option for Microsoft Dynamics 365 Customer Engagement

Your analytics options in Dynamics 365 have grown massively over the past few versions.

With CRM 2011, our options included only the built-in dashboards and charts, export to Excel, or SSRS reporting. Now we can add the Online Excel experience, various ways of exporting data to Excel, editable grids, and of course Power BI, with or without replicating the data to an Azure SQL database. Add that there are three versions of Power BI - free, Pro, and Premium - and if you have really large datasets you can also consider using Azure Analysis Services.

While it is great to have many options, it also becomes more complex to recommend or decide on a specific strategy. Here are some questions you need to ask yourself first:


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About Ulrik Breval Carlsson

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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