CRM Insights
Develop, improve, and retain your customer relationships, track sales opportunities and deliver actionable insights with ready-made Power BI CRM reports.
Improve Visibility into Your Customer Relationships and Sales Opportunities
Do you need better visibility into your contacts, interactions, opportunities and marketing activities?
Business Central CRM Insights helps businesses strengthen customer relationships, improve sales performance and gain greater visibility into opportunities and marketing activity.
Built specifically for the Microsoft Dynamics 365 Business Central Relationship Management module, the app delivers a suite of interactive Power BI reports that enable teams to analyse contacts, opportunities, interactions, campaigns and segments from a single source of truth.
Track and Analyse Your CRM Activity
Gain instant access to the information you need to monitor customer engagement and sales opportunities, including:
Contact Overview
Profile Questionnaire
Interactions
Opportunity Overview
Opportunity Ageing
Campaigns
Segments
Analyse CRM activity by salesperson, contact, campaign, segment and opportunity to gain a complete understanding of your customer relationships and sales pipeline.
Key Benefits
Improve Relationship Visibility
Gain a complete view of contacts, interactions and customer engagement across your organisation.
Track Sales Opportunities
Monitor opportunities throughout the sales cycle and identify potential revenue growth.
Improve Pipeline Management
Understand opportunity ageing, conversion trends and pipeline performance to support better sales decisions.
Measure Marketing Performance
Analyse campaigns, segments and customer engagement to identify what is delivering results.
Analyse by Multiple Dimensions
Review CRM activity by salesperson, contact, campaign, segment, department and more.
Features
Over 100 measures and 20+ dimensions
Interactive Power BI dashboards
Transaction-level drill-through
Decomposition Tree analysis
Multi-company reporting
Flexible dimensional reporting
Opportunity and pipeline analysis
Common Questions CRM Insights Answers
Which salespeople are generating the most opportunities?
Which opportunities are at risk of stalling?
How has our sales pipeline changed over time?
Which campaigns are generating the strongest engagement?
Which contacts have had the most interactions?
What is the value of our current opportunity pipeline?
Which market segments offer the greatest opportunity?
How are customer relationships developing over time?
Strengthen Customer Relationships with Better Insights
CRM Insights transforms data from the Microsoft Dynamics 365 Business Central Relationship Management module into actionable insights through interactive Power BI reports, helping businesses improve relationship management, increase sales visibility and identify growth opportunities.
Start your free 30-day trial today.