9A Smart insights for Dynamics 365 Sales

9A Smart Insights for Dynamics 365 Sales analyses and presents your data quickly and easily, so you always have the information you need at your fingertips.

Gain valuable insights into your business

With 9A Smart Insights for Dynamics 365 Sales, you gain valuable insights into the data that is already hidden in your sales solution today through dashboards and reports. This increases efficiency, improves customer relationships and reduces wasted time.

Your data is presented in a context that makes it relevant to the task at hand. This means your data makes sense for the questions it actually needs to answer - and isn't distracted by data you don't need.
With 9A Smart Insights for Dynamics 365 Sales, you can
Immerse yourself in your data and follow the development using dynamic filtering options.

  • Gain insight into your pipeline and a visual overview of your sales opportunities.
  • Get an overview of your sales department's overall performance.
  • Automate the reports you need on a daily basis.
  • Go in-depth with your leads with just one click.
  • ... and much more.

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Manage your membership organization with 9A Smart Insights

1. Keep track of members

Optimize the administration of your organization. Keep track of members, what kind of membership they have, and what you need to do to support them.

2. Measure the efficacy of membership drives
How much did your membership drive cost and what did it yield? Show the results and manage your recruitment campaigns more effectively.
3. Connect your ERP data
We connect the components forming Dynamics 365 (Dynamics Customer Engagement and Business Central). This allows you to monitor both your membership organization and its finances from one central location.
4. Keep up with updates

No matter how many updates Microsoft makes, your solution works reliably. 

Why 9A Smart Insights?

9A Smart Insights is a unique platform that stores your existing data in a ready-made data warehouse. The data warehouse has been built at 9altitudes based on years of experience, so you can start utilising your data within days. This gives you several benefits:

  • You save time and money on setup and development.
  • It's a tried and tested solution, so you know it works from day 1.
  • The pre-built dashboards are customised to your industry and the KPIs you work with.

9A Smart Insights for Microsoft Dynamics 365 Sales follows the growth of your business. So whether you're a small or large organisation, you can get started with 9A Smart Insights and be confident that the solution will support your data no matter how much or how fast you grow.

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Integrate Power BI with Microsoft Dynamics

Microsoft Dynamics CE

Dynamics Customer Engagement allows you to manage your customer service, customer relationships and gives marketing the tools they needto perform optimally.

Combine Power BI with Dynamics CE >

Microsoft Dynamics BC

With the cloud-based all-in-one platform Dynamics Business Central, you support the activities of finance, operations, and sales.

Combine Power BI with Dynamics BC >

Microsoft Dynamics BC SaaS

Use Dynamics Business Central SaaS to get access to afull cloud version of Business Central, making all your data and services available online.

Combine Power BI with Dynamics BS Saas >

Microsoft Dynamics F&O

Aimed at large and highly diversified organizations,Dynamics Finance & Operations is the cloud-based successor to Dynamics AX.

Combine Power BIwithDynamics F&O >

Microsoft Dynamics AX

Even companies that still use Dynamics AX need one platform to analyze the figures from finance, operations, sales, and customer service, so we continue to support it.

Combine Power BIwithDynamics AX >

Microsoft Dynamics NAV

Many organizations still makegood use of Dynamics NAV, the predecessor of Business Central,naturallywe can also combine these figures with Power BI.

Combine Power BIwithDynamics NAV >

Boost your business decisions

  • Transform your data into valuable information.
  • Keep reports and information within reach at all times.
  • Base your decisions on accurate and up to date information.
  • Embrace the future with Microsoft Power BI.
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Combine Power BI with Microsoft Dynamics in your industry

Production 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 using9A Smart Insights to combine Power BI with Dynamics.

Discover Power BI for production companies >

Wholesalers

What do you need topurchase? How much do you need? Andhow do you store deliveredgoods to ensureefficientbreakdown and deliveryofmost in-demand products? Use9A Smart Insightsto connect Power BI to Dynamics and discover the answer to these questions.

Discover Power BI for wholesalers >

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 Insights combines Power BI with Dynamics so that you can analyze shop visits and other important figures to optimize your store.

Discover Power BI for retailers >

Fashion

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

Discover Power BI forfashion >

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.

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Trust International combines Power BI with Dynamics

Trust International provides digital lifestyle accessories to a worldwide clientele. They are constantly developing smart, user-friendly products. A few years ago, the company decided to upgrade its existing Dynamics ERP solution. Their BI solution at the time was deeply intertwined with the ERP solution.

To get started quickly, 9A Smart Insights was chosen. This easily bridged the gap between Dynamics ERP and Power BI - 75% of the solution worked out-of-the-box. The choice of 9A Smart Insights also fit well with Trust's ‘Build vs. Buy’ strategy. The company does what it's good at and buys what someone else does better.

The biggest advantage of the 9A Smart Insights’ solution is that there is now one single truth to work with. From within the solution Trust gains insights into the different markets in which it is active. 9A Smart Insights is used daily to see how the teams around the world are doing and where there is room for improvement.

Visualizations make Power BI powerful. It translates numbers into images. Even traditionally number-based business units such as finance can visualize their output. This makes the data more understandable and helps the company make better decisions about processes and products, which accelerates Trust's growth.

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Power BI & Dynamics FAQ
Isn’t Power BI a self-service BI? Why do I need a partner?

Power BI allows advanced users to maketheir own(additions to) dashboards. But that requires linked data. To linkdata, you needmanpower andexpertise. At9A Smart Insights, we have a large group of experts who complement each otherwhileimplementing your data platform. You get a solid solution that is set up faster. By taking our out-of-the-box solution as a basis, youimmediatelysave100 days of time compared to a‘bare’ implementation.

In‘5 questions for your (intended) Power BI supplier’you can read more about this trade-off.

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Can you combine Power BI with Dynamics without a data platform?
Although it’s possible to combine Power BI with Dynamics without using a data platform, it’s not advisable. Retrieving data from Dynamics requiresexpertise. 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.
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What place does the 9A Smart Insights solution take within the Microsoft ecosystem?
We position our solution within the Microsoft ecosystem as the center of an iceberg. Thetip of the iceberg is Power BI. If an employee within your organization creates an analysis, that part is visible. Dynamicsformsthe 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.
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Why should I choose 9A Smart Insights instead of my usual IT provider?
We specialize in BI. While your usual IT provider is undoubtedly at home in your organization andknowsthe general solutionsrequired, we find that in practice, the requiredexpertise to get the most out of BI is lacking in general parties. We are familiar with the ins-and-outs of Dynamics andarefully at home in the possibilities of Power BI. That is why we get better results in less time.
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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.

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