How to gain valuable insights, combining Power BI and Dynamics 365

You can't just pull data from Dynamics to Power BI. You have to deal with your cloud environment, take other sources into account, and more. We are ready to guide you and make it easier.

02/01/2025

Microsoft Dynamics 365 contains (almost) all your organization’s information. Microsoft Power BI translates that information into insights. Since information without insight is meaningless, it makes sense to combine Power BI with Dynamics. This translates your business data into valuable action points.

Combining Power BI and Dynamics 365

That's easily said, but difficult to do. You can't just pull data from Dynamics to Power BI. You have to deal with your cloud environment, take other sources into account, and make sure your analytical activities don’t interfere with daily processes. In addition, the data you use must be aligned, otherwise you'll compare apples to oranges.

9A Smart Insights is the solution to this challenge. We make sure that all relevant data from Dynamics is safely added to your data platform. We will place other data you need there as well and ensure that the combination of our solution with your data stays up to date. You create reports and analyses from within Power BI using the latest and most innovative tools available.

Use Power BI and Microsoft Dynamics to:

1. Do more with Dynamics:

Use Dynamics not just to administer, but also to learn from your numbers. Analyze the data from Dynamics in Power BI and translate it into valuable insights.

2. Expand your business horizon:

In addition to Dynamics, link other data sources to Power BI. Discover new opportunities andtake action based on hard numbers and smart forecasts.

3. Work more efficiently

Make internal process optimization part of your company culture by continuously implementing data-driven improvements.

4. Make decisions based on up-to-date numbers

Keep the data within Power BIup to date without overburdening your business software by using a data platform.

Why 9A Smart Insights?

9A Smart Insights’ unique data platform easily connects Microsoft Dynamics with Power BI. You get started quickly without the usual weeks of consultancy to establish a connection or build a report. This alone saves you both time and money. Your solution will quickly become operational, giving you access to standard dashboards that are tailored to your industry.

Our data platform, standard dashboards, and reports are based on best practices. We know the relevant KPI's in your industry and have already set up our solutions accordingly. Our specialty lies in connecting Power BI with Microsoft Dynamics. We are 100% focused on utilizing this combination within your industry, which will benefit you.

In addition to providing in-depth knowledge, we also offer technical expertise. Our team stays up to date with the rapidly advancing innovations in this field, ensuring continuity. Your solution and dashboards will remain compatible, no matter how quickly Azure and Dynamics change. You’ll also be perfectly positioned to take advantage of new opportunities.

Combine Power BI with Microsoft Dynamics in your industry

Manufacturing companies:

The better you can predict demand for products, the sooner you can adjust your production to keep inventory in order. You can solve these and other challenges for production companies by using 9A Smart Insights to combine Power BI with Dynamics.

Wholesale & Distribution:

What do you need to purchase? How much do you need? And how do you store delivered goods to ensure efficient breakdown and delivery of most in-demand products? Use 9A Smart Insights to connect Power BI to Dynamics and discover the answer to these questions.

Retailers:

Is your (web) shop set up so that a customer can quickly find and pay for products, or do you continually discover filled but abandoned shopping carts?9A Smart Insightscombines Power BI with Dynamics so that you can analyze shop visits and other important figures to optimize your store.

Fashion:

In fashion, you combine the challenges of wholesalers with those of retailers.9A Smart Insights combines Power BI with Dynamics for both industries. If you run a fashion business, you can use our expertise to solve your unique challenges with smart analysis.

Service companies:

In service companies, the right insights can help you in all areas of your business. Knowing when do tend to get the most customer support engagements, helps your planning. With 9A Smart Insights you can e.g. gain insights into your response times, resolution rates, and customer satisfaction levels, enabling you to improve further.

Discover more insights with 9A Smart Insights

Get it now

Interpret your own data

No one knows your company as well as your own people. When it comes to interpreting your data, you want to be in control. We ensure that you get that control.9A Smart Insights brings together all the data that is important to your organization and provides the means to visualize it. Your people can focus on the meaning of the data for the organization so that you can justify decisions with facts.

Get more insights in your business

Frequently asked question about Power BI and Dynamics 365

We have an out-of-the-box 9A Smart Insights solution for the following Dynamics products:

Dynamics 365 Customer engagement
Dynamics 365 Business Central
Dynamics 365 Finance and Supply Chain Management
Dynamics AX
Dynamics NAV

But with 9A Smart Insights, you can also gather data from other data sources. If you have a concrete product in mind, reach out to us and let's explore the options.

Power BI allows advanced users to make their own (additions to) dashboards. But that requires linked data. To link data, you need manpower and expertise. At 9altitudes, we have a large group of experts who complement each other while implementing your data platform. You get a solid solution that is set up faster. By taking our out-of-the-box solution as a basis, you immediately save 100 days of time compared to a 'bare' implementation.

Although it’s possible to combine Power BI with Dynamics without using a data platform, it’s not advisable. Retrieving data from Dynamics requires expertise. Manually managing and collecting Dynamics data for Power BI is labor-intensive and prone to errors. Therefore, it is recommended to first collect data on a data platform and then automatically import it into Power BI.

We position our solution within the Microsoft ecosystem as the center of an iceberg. The tip of the iceberg is Power BI. If an employee within your organization creates an analysis, that part is visible. Dynamics form the roots of the same iceberg.9A Smart Insightsislocated between the two parts and thus forms a bridge between the hidden data beneath the waves and the visible peak.

We specialize in BI. While your usual IT provider is undoubtedly at home in your organization and knows the general solutions required, we find that in practice, the required expertise to get the most out of BI is lacking in general parties. We are familiar with the ins and outs of Dynamics and are fully at home in the possibilities of Power BI. That is why we get better results in less time.

How do you get fresh insights?

Where are opportunities for your organization and how can you make use of them? You can find the answer to those questions in your data. 9A Smart Insights helps you get insights from your data by combining Power BI with Dynamics. Curious to discover what possibilities this offers for your organization? Contact us, and we will show you.