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Industry Leading Blog for Manufacturers

Nov 12, 2019

Leveraging Power BI to Deliver Distributors Sales Performance Data Quickly and Reliably

I was recently working with one of our manufacturing customer’s Regional Sales Managers who is assigned to the highest volume distributors in his territory. He was concerned about sharing data with customers, and making sure it’s only their data, while making it quick...

Categories: Microsoft Solutions

Tags: Manufacturing, Microsoft, Power BI, Sales Analytics, Data Analytics

Join us at the User Group Summit 2019 for Best Practices Using Power BI with Dynamics 365
Oct 08, 2019

Join us at the User Group Summit 2019 for Best Practices Using Power BI with Dynamics 365

Many of our manufacturing customers deal with complex customer relationships, involving numerous stakeholders, distributors, and channel partners. That’s why we’ve created two sessions at this year’s User Group Summit in Kissimmee, FL, Oct. 13-18. These sessions are...

Categories: Microsoft Solutions, News + Events

Tags: Manufacturing, Power BI, Analytics, PowerApps, Dynamics 365, Power Query, User Group Summit 2019, Manufacturers

Manage Data Security When Using Power BI for Dynamics 365
Sep 28, 2019

Manage Data Security When Using Power BI for Dynamics 365

A Best Practices Session at UG Summit 2019 for how to manage Power BI security in the context of Dynamics 365 data. I’ll take you through the data and security between the two applications, and how those differences can be used to show more details & insights within the confinements of the security roles.

Categories: Microsoft Solutions, News + Events

Tags: Microsoft, Machine Learning, Power BI, Data Science, Dynamics 365, Power Query, User Group Summit 2019

Comparing the 3 Main Ways to Get Microsoft Dynamics 365 Data into Power BI
Jul 30, 2019

Comparing the 3 Main Ways to Get Microsoft Dynamics 365 Data into Power BI

There are a few different ways to get your Microsoft Dynamics 365 data into Power BI. Now that the Common Data Service connector has come out of preview and is generally available, I figured it would be a good time to have a look at the different...

Categories: Microsoft Solutions

Tags: Microsoft, Tech Tips + Tricks, Power BI, Dynamics 365

Small Steps with Big Impact for Dynamics 365 Analytics
May 06, 2019

Small Steps with Big Impact for Dynamics 365 Analytics

Dynamics 365 for Sales and Dynamics 365 for Service have been positioned for years as top-tier business applications. Power BI completely ran away with the lead in the analytics application space. And now with Microsoft’s recently introduced...

Categories: Microsoft Solutions, Business Intelligence

Tags: Dynamics 365 for Sales, Microsoft, Azure, Power BI, Dynamics 365 for Service

So What Does a Data Scientist Do, Anyway? [podcast]
Mar 12, 2019

So What Does a Data Scientist Do, Anyway? [podcast]

Recently on his podcast, ‘Power BI & More’, Ulrik Carlsson sat down with Matt Lamb to discuss Matt’s work in Data Science & Commercial Analytics for eLogic.  Listen to how a data scientist defines the...

Categories: Microsoft Solutions, Business Intelligence, eBooks + Infographics + Video

Tags: Business Intelligence, Microsoft, Machine Learning, Power BI, Analytics, Data Science

Dynamics 365 Appointments: How to Save as Draft & Only Sync When Ready
Jan 22, 2019

Dynamics 365 Appointments: How to Save as Draft & Only Sync When Ready

Syncing your appointments in Dynamics 365 is a great feature that keeps everyone's calendars up-to-date. But what if you do not want to sync all appointments, or maybe you want some time to refine or draft an appointment prior to synchronizing it; and by doing so, send an email to the...

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Microsoft, CRM, Tech Tip

Dec 07, 2018

Email Correlation in Dynamics 365

We recently discovered some very specific requirements around matching incoming emails to the correct record in Dynamics 365.  This customer had an issue with ongoing email conversations where the senders were not tracking their emails in Dynamics 365, but rather relying on the Email tracking and Smart Matching features within Dynamics 365 to handle the job for them.  Our focus during this project was to optimize performance, and saving time was a key factor.  

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Microsoft, Tech Tips + Tricks


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