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Microsoft Dynamics and Power BI: A Perfect Pair

Data is king. More and more so businesses are looking to make data-driven decisions, to understand and visualise their customers and processes better, and make informed innovations. This desire for connected and clearly presented data is satiated in the integration of Microsoft Dynamics and Power BI.

Business users may face a variety of productivity challenges. One such particular challenge is the reception of various, disparate forms of data information (e.g., charts in emails, spreadsheets, printed hand-outs). Disparity makes this information difficult to search, locate, validate, and utilise effectively. Consequently, many are trying to centralise their people and process data in CRM and ERP solutions such as Microsoft Dynamics. In uniting the capabilities of Dynamics with the compelling reporting options available within Power BI, users can access centralised data through live dashboards, making this data more visually compelling and easily engaging for a multitude of users, whether in browser or on mobile devices. All this allows users to work more productively, making thoroughly informed decisions.

So, what are these tools and what do they really do?

Microsoft Dynamics

Microsoft Dynamics is a modular, end-to-end business solution, offering a portfolio of business applications. Positioned first and foremost as an ERP and CRM solution, Dynamics unites people, processes, and data in a centralised hub. Dynamics applications work separately, together, and seamlessly with your existing systems to streamline your processes and connect your business.

Learn more about Microsoft Dynamics

Power BI

Power BI is part of the Microsoft Power Platform suite, offering business intelligence and analytics capabilities. Power BI allows you to connect to data sources to create striking and interactive visualisations such as charts, dashboards, and maps that stream analytics in real time.

Learn more about Power BI

But what does integrating these tools look like?

Microsoft Dynamics + Power BI

Integration between Dynamics and Power BI allows for incorporation of data visualisations within Dynamics workspaces that are supported by Power BI as well as the ability to retrieve data from Microsoft Dynamics from within Power BI to create reports and dashboards. In seamlessly connecting these tools, teams and individuals can harness the rich, connected data that is facilitated by Dynamics and the strong visualisation and data exploration capabilities offered by Power BI without having to leave their desired workspace. All of this allows businesses to make the most of their data, connecting it, more easily understand it (even in large quantities), and spotting trends in order to make well-informed business decisions.


Disparate data is simply a no go for organisations looking to work efficiently, productively, and in a well-informed manner. But knowing where to start can seem overwhelming. That’s where a digital partner comes in. Unifi’s team are not only experts on these technologies but also have great experience supporting teams in implementing these tools for organisational transformation and improvement. To find out more about Microsoft Dynamics, Power BI, or how to support data-supported decision making, speak to our team today.

Call 0191 4770365 or complete the form below.

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