CRM Insights for Dynamics 365

Empower your sales, marketing, and customer service teams with actionable insights from prebuilt Power BI dashboards for Dynamics 365 CRM.

CRM Insights for Dynamics 365

A suite of prebuilt Power BI dashboards designed to seamlessly integrate with Dynamics 365 CRM. These dashboards help you unlock actionable insights across sales, marketing, and customer service functions.

Built for:

  • Gain a 360-degree view of your customer data.
  • Monitor key performance metrics in real time.
  • Make data-driven decisions with confidence.

What Problems Do We Solve?

Disconnected Data

Unified insights from disparate CRM data.

Lack of Visibility

Comprehensive dashboards for full customer journey visibility.

Manual Reporting

Automated, real-time insights with minimal effort.

Low Productivity

Enhanced team efficiency through actionable insights.

Missed Opportunities

Identify trends and areas for growth before competitors.

Revolutionise Your Business Landscape

In an era where agility and data-centric strategies dictate market leadership, Dynamics 365 emerges as the cornerstone of transformative business solutions. Agile Insights leverages this powerful suite to craft bespoke solutions that drive efficiency, innovation, and growth across all business facets.

Integrating directly with Dynamics 365 CRM for seamless data flow.

Providing interactive dashboards tailored to sales, marketing, and service teams.

Automating KPI tracking to eliminate manual reporting processes.

Offering drill-down capabilities for granular analysis.

Key Features

Sales Dashboard

Track leads, opportunities, and revenue by stage.

Marketing Dashboard

Measure campaign performance and ROI.

Customer Service Dashboard

Analyse case resolution times and customer satisfaction trends.

Forecasting Tools

Predict future sales and service needs based on historical data.

Customisation Options

Tailor dashboards to your unique business needs.

Trusted by Our Valued Clients

We are proud to be trusted by leading organisations from diverse industries.

Top AI Assistance Requests

Help To us

One Day Workshop

Imagine a world where.

Your sales, marketing, and service teams operate with full data transparency.

Decisions are driven by real-time, actionable insights.

Customer relationships are stronger and more profitable than ever.

With Agile Insights, this isn’t the future – it’s your new reality

FAQ

Can I customise the dashboards to fit my specific needs?

Yes, our dashboards are fully customisable to match your business requirements.

The solution integrates directly with Dynamics 365 CRM, pulling real-time data for up-to-date insights. 

No, the dashboards are user-friendly and designed for non-technical users. 

It’s ideal for any organisation using Dynamics 365 CRM, across industries like retail, financial services, and professional services. 

Yes, we offer training to help your team get the most out of the dashboards. 

Yes, the dashboards are optimised for mobile use through the Power BI app. 

Costs vary based on your organisation’s size and requirements. Contact us for a tailored quote. 

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