Our client is a trusted Managed Service Provider. They came to us with the goal of improving pipeline visibility and lead management processes, and gaining deeper insights into their CRM activities.
To acheive this our Power Platform consultants integrated Power BI with their CRM Dataverse data. We created five unique dashboards that would surface hidden data and visualise it in a way that was accessible and actionable.
Before project completion, we ensured the client was confident developing further dashboards independently, enabling long-term strategic planning. This was key to maximising their Power Platform investment.