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Power BI Implementation and MS Dynamics 365 CRM Customization

Client Profile

Based in the Middle East, the client provides technical industrial services on build and maintenance projects across industries such as construction, oil, gas, pharmaceuticals, mining, and marine.

Business Requirement

The client required assistance in capturing and documenting CRM business requirements.

Solution

The project involved developing interactive dashboards in Power BI for various levels of management. This included capturing data from the CRM system and transforming it into rich interactive visuals while prioritizing data security. Intuitive visualizations were created for top management and salespersons by integrating data sources from various systems. By providing actionable insights, the solution helped the client make better contracting, forecasting, and resource-allocation decisions across their locations in the Middle East.

Highlights

  • Data transformation and modeling to suit reporting requirements
  • Transformation of data from 20+ tables to build the data model in Power BI
  • Creation of calculations and measures using DAX Queries
  • Power Queries to render data in required format while loading
  • Development of visually interactive reports for publishing
  • Drill-down reports for the KPI dashboard
  • Role-based dashboards as per framework
  • Power BI Gateway configuration, data scheduling, report access/restriction
  • Maintenance of data security and data refresh in reports

Key Features

  • Summarized cards for current target, actual, variance, and hit rate
  • Monitor performance of sales team
  • Tender register displays orders per client with estimated value/profit
  • Sales budget versus actual with variance; sales by location
  • Order intake by service (insulation, scaffolding, painting)
  • Order intake forecast and estimator
  • Filter by country, salesperson, and tender type

Technologies

  • Microsoft Power BI
  • Data Analysis Expressions (DAX) Queries
  • CRM

Client Profile

Based in the Middle East, the client provides technical industrial services on build and maintenance projects across industries such as construction, oil, gas, pharmaceuticals, mining, and marine.

Business Requirement

The client required assistance in capturing and documenting CRM business requirements.

Solution

The project involved developing interactive dashboards in Power BI for various levels of management. This included capturing data from the CRM system and transforming it into rich interactive visuals while prioritizing data security. Intuitive visualizations were created for top management and salespersons by integrating data sources from various systems. By providing actionable insights, the solution helped the client make better contracting, forecasting, and resource-allocation decisions across their locations in the Middle East.

Highlights

  • Data transformation and modeling to suit reporting requirements
  • Transformation of data from 20+ tables to build the data model in Power BI
  • Creation of calculations and measures using DAX Queries
  • Power Queries to render data in required format while loading
  • Development of visually interactive reports for publishing
  • Drill-down reports for the KPI dashboard
  • Role-based dashboards as per framework
  • Power BI Gateway configuration, data scheduling, report access/restriction
  • Maintenance of data security and data refresh in reports

Key Features

  • Summarized cards for current target, actual, variance, and hit rate
  • Monitor performance of sales team
  • Tender register displays orders per client with estimated value/profit
  • Sales budget versus actual with variance; sales by location
  • Order intake by service (insulation, scaffolding, painting)
  • Order intake forecast and estimator
  • Filter by country, salesperson, and tender type

Technologies

  • Microsoft Power BI
  • Data Analysis Expressions (DAX) Queries
  • CRM