Transforming data into actionable information
Last but not least, when working with Dynamics 365 Customer Engagement, users will constantly generate data, either because they manage opportunities, customer journeys, cases, or work orders. Regardless of the application or applications that have been installed, the use of the platform itself will lead us to have a considerable database that we must be able to exploit to draw conclusions and, thus, help our business.
As we already mentioned, Dynamics 365 offers multiple capabilities for data extraction, among which we can find views, graphs, dashboards, reports, or templates. To help users work smarter on the data stored and managed in Dynamics 365 Customer Engagement, we can create any of these objects without development.
However, if we need advanced capabilities, we can make use of Power BI to build custom reports and dashboards. These reports and dashboards can be used decoupled from Dynamics 365 Customer Engagement, or as part...
