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Integrate Microsoft Dynamics 365 Sales Module with Power BI to enhance your sales process

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Shreya Thakar's profile image

Shreya Thakar on 04 Jul 2022 13:41:50

By integrating Microsoft Dynamics 365 Sales, you can support your sales teams at every step whether it is prospecting, lead acquisition, approach, presentation, or sales closure. D365 Sales helps to automate the entire sales process. So if we take a quick walkthrough of the process, once a lead is identified and it qualifies the set rules, the system allows you to create an account, and contacts and convert them into opportunities. Not only this, but you can also keep track of the progress on the lead as well as further development and stages of lead conversion.


MSD365 Sale is an app that is driven by data and built on the Common Data Services platform. It helps you to generate an invoice and integrate it with an ERP system.


Having mentioned why businesses need Microsoft Dynamics 365 with Microsoft Power BI, let’s now take a look at how integrating Power BI with Dynamics 365 CRM will enhance your sales.