{"id":7356,"date":"2026-10-20T10:38:10","date_gmt":"2026-10-20T09:38:10","guid":{"rendered":"https:\/\/data4success.de\/?page_id=7356"},"modified":"2026-10-20T15:39:32","modified_gmt":"2026-10-20T14:39:32","slug":"reporting-for-dynamics-365-crm-with-power-bi","status":"publish","type":"page","link":"https:\/\/data4success.de\/en\/reporting-for-dynamics-365-crm-with-power-bi\/","title":{"rendered":"Reporting for Microsoft Dynamics 365 CRM with Power BI"},"content":{"rendered":"<div data-elementor-type=\"wp-page\" data-elementor-id=\"7356\" class=\"elementor elementor-7356\" data-elementor-post-type=\"page\">\n\t\t\t\t<section class=\"elementor-element elementor-element-73a0000b e-con-full e-flex e-con e-parent\" data-id=\"73a0000b\" data-element_type=\"container\" data-e-type=\"container\" id=\"crm-reporting\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-73a0000a e-flex e-con-boxed e-con e-child\" data-id=\"73a0000a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00000 elementor-widget elementor-widget-heading\" data-id=\"73a00000\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">SALES REPORTING BASED ON DYNAMICS 365<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00001 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"73a00001\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Reporting for Microsoft Dynamics 365 CRM with Power BI<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-73a00009 e-con-full e-flex e-con e-child\" data-id=\"73a00009\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-73a00004 e-con-full e-flex e-con e-child\" data-id=\"73a00004\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8120f73 elementor-widget elementor-widget-heading\" data-id=\"8120f73\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Conduct a structured analysis of the sales pipeline, forecast, and customer processes.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00002 elementor-widget elementor-widget-text-editor\" data-id=\"73a00002\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Show how leads turn into opportunities, how your sales pipeline is structured, and which deals are expected to close. To do this, we prepare relevant CRM data in a technically standardized reporting format for Power BI.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00003 elementor-align-left elementor-mobile-align-justify elementor-widget elementor-widget-button\" data-id=\"73a00003\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-lg\" href=\"https:\/\/data4success.de\/en\/contact\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Discuss CRM Reporting<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-73a00008 e-con-full e-flex e-con e-child\" data-id=\"73a00008\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ff19124 elementor-widget elementor-widget-image\" data-id=\"ff19124\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"403\" src=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Hero-Visual-Querformat-Logo-2-1024x516.png\" class=\"attachment-large size-large wp-image-7369\" alt=\"\" srcset=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Hero-Visual-Querformat-Logo-2-1024x516.png 1024w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Hero-Visual-Querformat-Logo-2-300x151.png 300w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Hero-Visual-Querformat-Logo-2-768x387.png 768w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Hero-Visual-Querformat-Logo-2-1536x774.png 1536w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Hero-Visual-Querformat-Logo-2-2048x1033.png 2048w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Hero-Visual-Querformat-Logo-2-18x9.png 18w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-73a00023 e-con-full e-flex e-con e-parent\" data-id=\"73a00023\" data-element_type=\"container\" data-e-type=\"container\" id=\"crm-kennzahlen\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-73a00022 e-flex e-con-boxed e-con e-child\" data-id=\"73a00022\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-73a0001b e-con-full e-flex e-con e-child\" data-id=\"73a0001b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00018 elementor-widget elementor-widget-heading\" data-id=\"73a00018\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">DATA IS AVAILABLE<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00019 elementor-widget elementor-widget-heading\" data-id=\"73a00019\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Clear definitions turn CRM data into reliable metrics<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0001a elementor-widget elementor-widget-text-editor\" data-id=\"73a0001a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Leads, opportunities, pipeline stages, and activities form an important foundation for reporting in Dynamics 365. To ensure that these data points yield reliable key performance indicators, status logic, probabilities, time frames, and organizational assignments must be coordinated with business stakeholders and consistently reflected in the reports.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-73a0001e e-con-full e-flex e-con e-child\" data-id=\"73a0001e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-73a0000e e-con-full e-flex e-con e-child\" data-id=\"73a0000e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a35c3bb elementor-widget elementor-widget-heading\" data-id=\"a35c3bb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-heading-title elementor-size-default\">01<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0000c elementor-widget elementor-widget-heading\" data-id=\"73a0000c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">A Consistent Understanding of Pipeline Stages<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0000d elementor-widget elementor-widget-text-editor\" data-id=\"73a0000d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Designations and transitions must align with the actual sales logic so that opportunities can be categorized and compared in a transparent manner.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-73a00011 e-con-full e-flex e-con e-child\" data-id=\"73a00011\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-94dd9df elementor-widget elementor-widget-heading\" data-id=\"94dd9df\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-heading-title elementor-size-default\">02<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0000f elementor-widget elementor-widget-heading\" data-id=\"73a0000f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Evaluate Probabilities from a Technical Perspective<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00010 elementor-widget elementor-widget-text-editor\" data-id=\"73a00010\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Closing probabilities affect the weighted pipeline. Their usefulness depends on the criteria used to determine them and how consistently they are maintained.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-73a00014 e-con-full e-flex e-con e-child\" data-id=\"73a00014\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0ddb079 elementor-widget elementor-widget-heading\" data-id=\"0ddb079\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-heading-title elementor-size-default\">03<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00012 elementor-widget elementor-widget-heading\" data-id=\"73a00012\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Clearly Define Time References<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00013 elementor-widget elementor-widget-text-editor\" data-id=\"73a00013\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Expected closing dates, status changes, and actual closing dates require clear temporal assignments for trend analysis and period-to-period comparisons.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-73a00017 e-con-full e-flex e-con e-child\" data-id=\"73a00017\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-871acd9 elementor-widget elementor-widget-heading\" data-id=\"871acd9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-heading-title elementor-size-default\">04<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00015 elementor-widget elementor-widget-heading\" data-id=\"73a00015\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Structuring Organizational Assignments<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00016 elementor-widget elementor-widget-text-editor\" data-id=\"73a00016\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Teams, regions, products, and areas of responsibility must be assigned in such a way that key performance indicators can be analyzed at the appropriate organizational level.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-73a00021 e-con-full e-flex e-con e-child\" data-id=\"73a00021\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-835bf5c elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"835bf5c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-986c037 elementor-widget elementor-widget-heading\" data-id=\"986c037\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">RESULT<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0001f elementor-widget elementor-widget-heading\" data-id=\"73a0001f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Consistently defined key performance indicators<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00020 elementor-widget elementor-widget-text-editor\" data-id=\"73a00020\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>For transparent pipeline, forecast, and management analyses.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-73a00083 e-con-full e-flex e-con e-parent\" data-id=\"73a00083\" data-element_type=\"container\" data-e-type=\"container\" id=\"reportingbereiche\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-73a00082 e-flex e-con-boxed e-con e-child\" data-id=\"73a00082\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-73a00081 e-con-full e-flex e-con e-child\" data-id=\"73a00081\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0007e elementor-widget elementor-widget-heading\" data-id=\"73a0007e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">REPORTING AREAS<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0007f elementor-widget elementor-widget-heading\" data-id=\"73a0007f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Analyzing CRM Data from Different Perspectives<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00080 elementor-widget elementor-widget-text-editor\" data-id=\"73a00080\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>From sales pipeline development to customer and service processes: Power BI makes connections and changes visible. Which metrics are useful depends on your company\u2019s processes, status logic, and management questions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00024 e-n-tabs-mobile elementor-widget elementor-widget-n-tabs\" data-id=\"73a00024\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;tabs_justify_horizontal&quot;:&quot;stretch&quot;,&quot;tabs_justify_horizontal_tablet&quot;:&quot;stretch&quot;,&quot;horizontal_scroll_tablet&quot;:&quot;disable&quot;,&quot;horizontal_scroll_mobile&quot;:&quot;disable&quot;,&quot;horizontal_scroll&quot;:&quot;disable&quot;}\" data-widget_type=\"nested-tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"e-n-tabs\" data-widget-number=\"1939865636\" aria-label=\"Tab key. Use the Enter key or the Spacebar to open items, the Escape key to close them, and the arrow keys to navigate.\">\n\t\t\t<div class=\"e-n-tabs-heading\" role=\"tablist\">\n\t\t\t\t\t<button id=\"e-n-tab-title-19398656361\" data-tab-title-id=\"e-n-tab-title-19398656361\" class=\"e-n-tab-title\" aria-selected=\"true\" data-tab-index=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"e-n-tab-content-19398656361\" style=\"--n-tabs-title-order: 1;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tPipeline &amp; Forecast\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-19398656362\" data-tab-title-id=\"e-n-tab-title-19398656362\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-19398656362\" style=\"--n-tabs-title-order: 2;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tWins\/Losses &amp; Conversion\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-19398656363\" data-tab-title-id=\"e-n-tab-title-19398656363\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-19398656363\" style=\"--n-tabs-title-order: 3;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tClients &amp; Activities\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-19398656364\" data-tab-title-id=\"e-n-tab-title-19398656364\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"4\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-19398656364\" style=\"--n-tabs-title-order: 4;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tCustomer Service\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t\t<\/div>\n\t\t\t<div class=\"e-n-tabs-content\">\n\t\t\t\t<div id=\"e-n-tab-content-19398656361\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-19398656361\" data-tab-index=\"1\" style=\"--n-tabs-title-order: 1;\" class=\"e-active elementor-element elementor-element-73a00032 e-con-full e-flex e-con e-child\" data-id=\"73a00032\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-73a00031 e-con-full e-flex e-con e-child\" data-id=\"73a00031\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-73a0002c e-con-full e-flex e-con e-child\" data-id=\"73a0002c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00029 elementor-widget elementor-widget-heading\" data-id=\"73a00029\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Transparently Analyze the Sales Pipeline and Expected Closings<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0002a elementor-widget elementor-widget-text-editor\" data-id=\"73a0002a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Analyze how opportunities are distributed across pipeline stages, time periods, and sales territories. Unweighted values show the total potential, while weighted values take closing probabilities into account; a forecast organizes expected closings by time and business area.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e6002a8 elementor-widget elementor-widget-heading\" data-id=\"e6002a8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Possible Analyses<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-77652cc elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"77652cc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Pipeline Volume by Stage<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Weighted and Unweighted Pipeline<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Expected Completions by Time Period<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Pipeline by Sales Region<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-73a00030 e-con-full e-flex e-con e-child\" data-id=\"73a00030\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-73a0002f e-con-full e-flex e-con e-child\" data-id=\"73a0002f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f7e6861 elementor-widget elementor-widget-image\" data-id=\"f7e6861\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Pipeline-Forecast-Final_Screenshot.png\" data-elementor-open-lightbox=\"yes\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6NzQzNSwidXJsIjoiaHR0cHM6XC9cL2RhdGE0c3VjY2Vzcy5kZVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyNlwvMTBcL0R5bmFtaWNzLTM2NS1DUk0tVGFiLVBpcGVsaW5lLUZvcmVjYXN0LUZpbmFsX1NjcmVlbnNob3QucG5nIn0%3D\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1590\" height=\"1091\" src=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Pipeline-Forecast-Final_Screenshot.png\" class=\"attachment-full size-full wp-image-7435\" alt=\"Power BI analysis showing the unweighted and weighted sales pipeline, as well as pipeline volume by stage and expected closing quarter.\" srcset=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Pipeline-Forecast-Final_Screenshot.png 1590w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Pipeline-Forecast-Final_Screenshot-300x206.png 300w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Pipeline-Forecast-Final_Screenshot-1024x703.png 1024w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Pipeline-Forecast-Final_Screenshot-768x527.png 768w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Pipeline-Forecast-Final_Screenshot-1536x1054.png 1536w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Pipeline-Forecast-Final_Screenshot-18x12.png 18w\" sizes=\"(max-width: 1590px) 100vw, 1590px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-273a306 elementor-widget elementor-widget-text-editor\" data-id=\"273a306\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Weighted pipeline figures represent a valuation perspective and should not be equated with confirmed revenue or a professionally validated forecast.<br \/>Example of a Power BI report with sample data of your choice. Click on the report to enlarge it.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-19398656362\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-19398656362\" data-tab-index=\"2\" style=\"--n-tabs-title-order: 2;\" class=\"elementor-element elementor-element-73a0003c e-con-full e-flex e-con e-child\" data-id=\"73a0003c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-73a0003b e-con-full e-flex e-con e-child\" data-id=\"73a0003b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-73a00036 e-con-full e-flex e-con e-child\" data-id=\"73a00036\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00033 elementor-widget elementor-widget-heading\" data-id=\"73a00033\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Analyze Won and Lost Opportunities in a Targeted Manner<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00034 elementor-widget elementor-widget-text-editor\" data-id=\"73a00034\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Compare won and lost opportunities and analyze at which stages sales opportunities progress or come to an end. Clearly defined metrics provide the foundation for transparent won\/lost and conversion metrics.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b545073 elementor-widget elementor-widget-heading\" data-id=\"b545073\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Possible Analyses<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c105e7 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"4c105e7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Won and Lost Opportunities<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Win\/Loss Ratio by Number or Volume<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Conversion between selected pipeline stages<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Reasons for loss, provided they are consistently maintained<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-73a0003a e-con-full e-flex e-con e-child\" data-id=\"73a0003a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ab585d8 elementor-widget elementor-widget-image\" data-id=\"ab585d8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Win-Loss-Conversion-Final_Screenshot-1.png\" data-elementor-open-lightbox=\"yes\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6NzQ2MywidXJsIjoiaHR0cHM6XC9cL2RhdGE0c3VjY2Vzcy5kZVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyNlwvMTBcL0R5bmFtaWNzLTM2NS1DUk0tVGFiLVdpbi1Mb3NzLUNvbnZlcnNpb24tRmluYWxfU2NyZWVuc2hvdC0xLnBuZyJ9\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1592\" height=\"1028\" src=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Win-Loss-Conversion-Final_Screenshot-1.png\" class=\"attachment-full size-full wp-image-7463\" alt=\"Win\/Loss and Conversion Analysis showing 121 won, 77 lost, and a total of 198 closed opportunities, as well as conversion rates across selected pipeline stages.\" srcset=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Win-Loss-Conversion-Final_Screenshot-1.png 1592w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Win-Loss-Conversion-Final_Screenshot-1-300x194.png 300w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Win-Loss-Conversion-Final_Screenshot-1-1024x661.png 1024w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Win-Loss-Conversion-Final_Screenshot-1-768x496.png 768w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Win-Loss-Conversion-Final_Screenshot-1-1536x992.png 1536w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Win-Loss-Conversion-Final_Screenshot-1-18x12.png 18w\" sizes=\"(max-width: 1592px) 100vw, 1592px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a96f513 elementor-widget elementor-widget-text-editor\" data-id=\"a96f513\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Example of a Power BI report with sample data of your choice. Click on the report to enlarge it.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-19398656363\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-19398656363\" data-tab-index=\"3\" style=\"--n-tabs-title-order: 3;\" class=\"elementor-element elementor-element-73a00046 e-con-full e-flex e-con e-child\" data-id=\"73a00046\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-73a00045 e-con-full e-flex e-con e-child\" data-id=\"73a00045\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-73a00040 e-con-full e-flex e-con e-child\" data-id=\"73a00040\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0003d elementor-widget elementor-widget-heading\" data-id=\"73a0003d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Looking at Customer Development and Interactions Together<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0003e elementor-widget elementor-widget-text-editor\" data-id=\"73a0003e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Combine account, contact, lead, and opportunity data to create a comprehensive view of customer relationships. Additionally, activities and other interactions can be included, provided they are recorded consistently and are relevant to the specific issue at hand.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3a8cbee elementor-widget elementor-widget-heading\" data-id=\"3a8cbee\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Possible Analyses<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f80d110 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"f80d110\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Customer Base by Segment or Region<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Progression from Lead to Opportunity<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Pipeline Potential by Customer Segment<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Development of Contact and Interaction<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-73a00044 e-con-full e-flex e-con e-child\" data-id=\"73a00044\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-19b6388 elementor-widget elementor-widget-image\" data-id=\"19b6388\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Kunden-Aktivitaten_Screenshot.png\" data-elementor-open-lightbox=\"yes\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6NzQ3MCwidXJsIjoiaHR0cHM6XC9cL2RhdGE0c3VjY2Vzcy5kZVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyNlwvMTBcL0R5bmFtaWNzLTM2NS1DUk0tVGFiLUt1bmRlbi1Ba3Rpdml0YXRlbl9TY3JlZW5zaG90LnBuZyJ9\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1510\" height=\"976\" src=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Kunden-Aktivitaten_Screenshot.png\" class=\"attachment-full size-full wp-image-7470\" alt=\"CRM analysis including accounts and opportunities, pipeline potential by customer segment, and monthly trends in recorded interactions.\" srcset=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Kunden-Aktivitaten_Screenshot.png 1510w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Kunden-Aktivitaten_Screenshot-300x194.png 300w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Kunden-Aktivitaten_Screenshot-1024x662.png 1024w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Kunden-Aktivitaten_Screenshot-768x496.png 768w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Kunden-Aktivitaten_Screenshot-18x12.png 18w\" sizes=\"(max-width: 1510px) 100vw, 1510px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c251fa elementor-widget elementor-widget-text-editor\" data-id=\"5c251fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Example of a Power BI report with sample data of your choice. Click on the report to enlarge it.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-19398656364\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-19398656364\" data-tab-index=\"4\" style=\"--n-tabs-title-order: 4;\" class=\"elementor-element elementor-element-73a00050 e-con-full e-flex e-con e-child\" data-id=\"73a00050\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-73a0004f e-con-full e-flex e-con e-child\" data-id=\"73a0004f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-73a0004a e-con-full e-flex e-con e-child\" data-id=\"73a0004a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00047 elementor-widget elementor-widget-heading\" data-id=\"73a00047\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Provide visibility into service cases, processing times, and trends<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00048 elementor-widget elementor-widget-text-editor\" data-id=\"73a00048\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Analyze service cases by status, priority, time period, and other business-specific characteristics. By linking this data to account and contact information, service trends can be viewed within the context of each customer, provided that the necessary relationships and data are consistently maintained.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-69ccc70 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"69ccc70\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Service Cases by Status or Priority<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Open and Closed Service Cases<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Case Trends by Time Period<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Service Cases by Customer Segment or Region<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-73a0004e e-con-full e-flex e-con e-child\" data-id=\"73a0004e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b47c555 elementor-widget elementor-widget-image\" data-id=\"b47c555\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Customer-Service_Screenshot.png\" data-elementor-open-lightbox=\"yes\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6NzQ4MCwidXJsIjoiaHR0cHM6XC9cL2RhdGE0c3VjY2Vzcy5kZVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyNlwvMTBcL0R5bmFtaWNzLTM2NS1DUk0tVGFiLUN1c3RvbWVyLVNlcnZpY2VfU2NyZWVuc2hvdC5wbmcifQ%3D%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1586\" height=\"1028\" src=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Customer-Service_Screenshot.png\" class=\"attachment-full size-full wp-image-7480\" alt=\"Customer service analysis showing received and closed service cases, average processing time, open cases by status, and monthly case trends.\" srcset=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Customer-Service_Screenshot.png 1586w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Customer-Service_Screenshot-300x194.png 300w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Customer-Service_Screenshot-1024x664.png 1024w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Customer-Service_Screenshot-768x498.png 768w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Customer-Service_Screenshot-1536x996.png 1536w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Tab-Customer-Service_Screenshot-18x12.png 18w\" sizes=\"(max-width: 1586px) 100vw, 1586px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4e08c69 elementor-widget elementor-widget-text-editor\" data-id=\"4e08c69\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Example of a Power BI report with sample data of your choice. Click on the report to enlarge it.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00051 elementor-hidden-desktop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-n-accordion\" data-id=\"73a00051\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;default_state&quot;:&quot;all_collapsed&quot;,&quot;max_items_expended&quot;:&quot;multiple&quot;,&quot;n_accordion_animation_duration&quot;:{&quot;unit&quot;:&quot;ms&quot;,&quot;size&quot;:400,&quot;sizes&quot;:[]}}\" data-widget_type=\"nested-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"e-n-accordion\" aria-label=\"Accordion. Press Enter or Space to open links, press Escape to close them, and use the arrow keys to navigate.\">\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1930\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1930\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><h3 class=\"e-n-accordion-item-title-text\"> Pipeline &amp; Forecast <\/h3><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1930\" class=\"elementor-element elementor-element-73a0005f e-con-full e-flex e-con e-child\" data-id=\"73a0005f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1930\" class=\"elementor-element elementor-element-73a0005e e-con-full e-flex e-con e-child\" data-id=\"73a0005e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1930\" class=\"elementor-element elementor-element-73a00059 e-con-full e-flex e-con e-child\" data-id=\"73a00059\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00056 elementor-widget elementor-widget-heading\" data-id=\"73a00056\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Keep an eye on sales opportunities and expected deals<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00057 elementor-widget elementor-widget-text-editor\" data-id=\"73a00057\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Analyze how opportunities are distributed across pipeline stages, time periods, and areas of responsibility. Weighted and unweighted values provide different perspectives on existing potential and expected deals.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00058 elementor-widget elementor-widget-text-editor\" data-id=\"73a00058\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Pipeline by Stage<\/li><li>weighted and unweighted volume<\/li><li>Expected Financial Results by Period<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1930\" class=\"elementor-element elementor-element-73a0005d e-con-full e-flex e-con e-child\" data-id=\"73a0005d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1930\" class=\"elementor-element elementor-element-73a0005c e-con-full e-flex e-con e-child\" data-id=\"73a0005c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0005a elementor-widget elementor-widget-heading\" data-id=\"73a0005a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">VISUAL PLACEHOLDER<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0005b elementor-widget elementor-widget-heading\" data-id=\"73a0005b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Pipeline &amp; Forecast<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1931\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"2\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1931\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><h3 class=\"e-n-accordion-item-title-text\"> Won\/Lost &amp; Conversion <\/h3><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1931\" class=\"elementor-element elementor-element-73a00069 e-con-full e-flex e-con e-child\" data-id=\"73a00069\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1931\" class=\"elementor-element elementor-element-73a00068 e-con-full e-flex e-con e-child\" data-id=\"73a00068\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1931\" class=\"elementor-element elementor-element-73a00063 e-con-full e-flex e-con e-child\" data-id=\"73a00063\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00060 elementor-widget elementor-widget-heading\" data-id=\"73a00060\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Tracking Closures, Losses, and Transitions<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00061 elementor-widget elementor-widget-text-editor\" data-id=\"73a00061\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Compare won and lost opportunities and analyze at which stages sales opportunities progress or come to an end. Clearly defined metrics make won\/lost and conversion metrics easy to understand.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00062 elementor-widget elementor-widget-text-editor\" data-id=\"73a00062\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Opportunities Won and Lost<\/li><li>Win\/Loss Ratio with a Specified Benchmark<\/li><li>Conversion between selected levels<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1931\" class=\"elementor-element elementor-element-73a00067 e-con-full e-flex e-con e-child\" data-id=\"73a00067\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1931\" class=\"elementor-element elementor-element-73a00066 e-con-full e-flex e-con e-child\" data-id=\"73a00066\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00064 elementor-widget elementor-widget-heading\" data-id=\"73a00064\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">VISUAL PLACEHOLDER<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00065 elementor-widget elementor-widget-heading\" data-id=\"73a00065\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Won\/Lost &amp; Conversion<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1932\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"3\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1932\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><h3 class=\"e-n-accordion-item-title-text\"> Clients &amp; Activities <\/h3><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1932\" class=\"elementor-element elementor-element-73a00073 e-con-full e-flex e-con e-child\" data-id=\"73a00073\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1932\" class=\"elementor-element elementor-element-73a00072 e-con-full e-flex e-con e-child\" data-id=\"73a00072\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1932\" class=\"elementor-element elementor-element-73a0006d e-con-full e-flex e-con e-child\" data-id=\"73a0006d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0006a elementor-widget elementor-widget-heading\" data-id=\"73a0006a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Looking at Customer Development and Interactions Together<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0006b elementor-widget elementor-widget-text-editor\" data-id=\"73a0006b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Combine account, contact, lead, and opportunity information to create a comprehensive view of customer relationships. Activities and marketing references can also be included, provided they are fully recorded and relevant to the specific issue at hand.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0006c elementor-widget elementor-widget-text-editor\" data-id=\"73a0006c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Customers by Segment or Region<\/li><li>Progression from Lead to Opportunity<\/li><li>Potential by Customer Segment<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1932\" class=\"elementor-element elementor-element-73a00071 e-con-full e-flex e-con e-child\" data-id=\"73a00071\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1932\" class=\"elementor-element elementor-element-73a00070 e-con-full e-flex e-con e-child\" data-id=\"73a00070\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0006e elementor-widget elementor-widget-heading\" data-id=\"73a0006e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">VISUAL PLACEHOLDER<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0006f elementor-widget elementor-widget-heading\" data-id=\"73a0006f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Clients &amp; Activities<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1933\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"4\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1933\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><h3 class=\"e-n-accordion-item-title-text\"> Customer Service <\/h3><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1933\" class=\"elementor-element elementor-element-73a0007d e-con-full e-flex e-con e-child\" data-id=\"73a0007d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1933\" class=\"elementor-element elementor-element-73a0007c e-con-full e-flex e-con e-child\" data-id=\"73a0007c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1933\" class=\"elementor-element elementor-element-73a00077 e-con-full e-flex e-con e-child\" data-id=\"73a00077\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00074 elementor-widget elementor-widget-heading\" data-id=\"73a00074\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Provide visibility into service cases, processing times, and trends<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00075 elementor-widget elementor-widget-text-editor\" data-id=\"73a00075\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Analyze open and closed cases by time period, category, channel, or responsible department. Processing times, escalations, and service-level metrics can be taken into account, provided that the necessary status and time information is reliably maintained.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00076 elementor-widget elementor-widget-text-editor\" data-id=\"73a00076\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Open and Closed Cases<\/li><li>Case Volume Over Time<\/li><li>Open Cases by Age Group<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1933\" class=\"elementor-element elementor-element-73a0007b e-con-full e-flex e-con e-child\" data-id=\"73a0007b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1933\" class=\"elementor-element elementor-element-73a0007a e-con-full e-flex e-con e-child\" data-id=\"73a0007a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00078 elementor-widget elementor-widget-heading\" data-id=\"73a00078\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">VISUAL PLACEHOLDER<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00079 elementor-widget elementor-widget-heading\" data-id=\"73a00079\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Customer Service<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-73a000b3 e-con-full e-flex e-con e-parent\" data-id=\"73a000b3\" data-element_type=\"container\" data-e-type=\"container\" id=\"power-bi-paginated-reports\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-73a000b2 e-flex e-con-boxed e-con e-child\" data-id=\"73a000b2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-73a0009e e-con-full e-flex e-con e-child\" data-id=\"73a0009e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0009b elementor-widget elementor-widget-heading\" data-id=\"73a0009b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">TWO REPORT FORMATS<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0009c elementor-widget elementor-widget-heading\" data-id=\"73a0009c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Analyze interactively or output in a structured format<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0009d elementor-widget elementor-widget-text-editor\" data-id=\"73a0009d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Power BI reports and paginated reports meet different reporting needs. While Power BI enables interactive analysis and flexible control views, paginated reports are suitable for detailed analyses with a fixed page layout and parameterized output.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-60ba0a4 elementor-widget elementor-widget-image\" data-id=\"60ba0a4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Power-BI-und-Paginated-Reports-Final-v2-scaled.png\" data-elementor-open-lightbox=\"yes\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6NzUxMCwidXJsIjoiaHR0cHM6XC9cL2RhdGE0c3VjY2Vzcy5kZVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyNlwvMTBcL0R5bmFtaWNzLTM2NS1DUk0tUG93ZXItQkktdW5kLVBhZ2luYXRlZC1SZXBvcnRzLUZpbmFsLXYyLXNjYWxlZC5wbmcifQ%3D%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1397\" src=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Power-BI-und-Paginated-Reports-Final-v2-scaled.png\" class=\"attachment-full size-full wp-image-7510\" alt=\"\" srcset=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Power-BI-und-Paginated-Reports-Final-v2-scaled.png 2560w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Power-BI-und-Paginated-Reports-Final-v2-300x164.png 300w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Power-BI-und-Paginated-Reports-Final-v2-1024x559.png 1024w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Power-BI-und-Paginated-Reports-Final-v2-768x419.png 768w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Power-BI-und-Paginated-Reports-Final-v2-1536x838.png 1536w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Power-BI-und-Paginated-Reports-Final-v2-2048x1118.png 2048w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Power-BI-und-Paginated-Reports-Final-v2-18x10.png 18w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0d76811 elementor-widget elementor-widget-text-editor\" data-id=\"0d76811\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Schematic illustration using randomly selected demo data. Click on the illustration to enlarge it.<br \/>The common starting point is a conceptual framework, not a binding technical architecture.<\/p><div>\u00a0<\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-73a000c4 e-con-full e-flex e-con e-parent\" data-id=\"73a000c4\" data-element_type=\"container\" data-e-type=\"container\" id=\"crm-erp-daten\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-73a000c3 e-flex e-con-boxed e-con e-child\" data-id=\"73a000c3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-73a000b7 e-con-full e-flex e-con e-child\" data-id=\"73a000b7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a000b4 elementor-widget elementor-widget-heading\" data-id=\"73a000b4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">TAKING CRM DATA A STEP FURTHER<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a000b5 elementor-widget elementor-widget-heading\" data-id=\"73a000b5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Evaluate Expected and Actual Business Together<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a000b6 elementor-widget elementor-widget-text-editor\" data-id=\"73a000b6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CRM data shows sales opportunities and expected deals. By linking this data to order, invoice, financial, or budget figures, it becomes clear which expectations were actually met.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cac46d6 elementor-widget elementor-widget-image\" data-id=\"cac46d6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Erwartetes-und-realisiertes-Geschaeft-Gruppiert-1-scaled.png\" data-elementor-open-lightbox=\"yes\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6NzUxMSwidXJsIjoiaHR0cHM6XC9cL2RhdGE0c3VjY2Vzcy5kZVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyNlwvMTBcL0R5bmFtaWNzLTM2NS1DUk0tRXJ3YXJ0ZXRlcy11bmQtcmVhbGlzaWVydGVzLUdlc2NoYWVmdC1HcnVwcGllcnQtMS1zY2FsZWQucG5nIn0%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1152\" src=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Erwartetes-und-realisiertes-Geschaeft-Gruppiert-1-scaled.png\" class=\"attachment-full size-full wp-image-7511\" alt=\"\" srcset=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Erwartetes-und-realisiertes-Geschaeft-Gruppiert-1-scaled.png 2560w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Erwartetes-und-realisiertes-Geschaeft-Gruppiert-1-300x135.png 300w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Erwartetes-und-realisiertes-Geschaeft-Gruppiert-1-1024x461.png 1024w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Erwartetes-und-realisiertes-Geschaeft-Gruppiert-1-768x346.png 768w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Erwartetes-und-realisiertes-Geschaeft-Gruppiert-1-1536x691.png 1536w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Erwartetes-und-realisiertes-Geschaeft-Gruppiert-1-2048x922.png 2048w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Erwartetes-und-realisiertes-Geschaeft-Gruppiert-1-18x8.png 18w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-38d577f elementor-widget elementor-widget-text-editor\" data-id=\"38d577f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div><p>Opportunity volume, order value, invoiced value, and revenue must be distinguished from one another in business terms.<br \/>Schematic illustration using randomly selected demo data. Click on the illustration to enlarge it.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-73a000e2 e-con-full e-flex e-con e-parent\" data-id=\"73a000e2\" data-element_type=\"container\" data-e-type=\"container\" id=\"dataverse-architektur\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-73a000e1 e-flex e-con-boxed e-con e-child\" data-id=\"73a000e1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-73a000c8 e-con-full e-flex e-con e-child\" data-id=\"73a000c8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a000c5 elementor-widget elementor-widget-heading\" data-id=\"73a000c5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">DATA AND ARCHITECTURE<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a000c6 elementor-widget elementor-widget-heading\" data-id=\"73a000c6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">From Dataverse to the Right Reporting Framework<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a000c7 elementor-widget elementor-widget-text-editor\" data-id=\"73a000c7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The Dynamics 365 Customer Engagement applications used are based on Microsoft Dataverse. Which tables and information are relevant for reporting, and how they are prepared for Power BI, depends on the specific environment, its extensions, the required update cycles, and the existing data architecture.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b437e9f elementor-widget elementor-widget-image\" data-id=\"b437e9f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Dataverse-Reporting-Architektur-Optimiert1-scaled.png\" data-elementor-open-lightbox=\"yes\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6NzUxNCwidXJsIjoiaHR0cHM6XC9cL2RhdGE0c3VjY2Vzcy5kZVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyNlwvMTBcL0R5bmFtaWNzLTM2NS1DUk0tRGF0YXZlcnNlLVJlcG9ydGluZy1BcmNoaXRla3R1ci1PcHRpbWllcnQxLXNjYWxlZC5wbmcifQ%3D%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1333\" src=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Dataverse-Reporting-Architektur-Optimiert1-scaled.png\" class=\"attachment-full size-full wp-image-7514\" alt=\"Architecture overview based on Microsoft Dataverse, with three alternative deployment options for Power BI: direct Dataverse access, a reporting and semantics layer, and an extended data platform using Microsoft Fabric.\" srcset=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Dataverse-Reporting-Architektur-Optimiert1-scaled.png 2560w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Dataverse-Reporting-Architektur-Optimiert1-300x156.png 300w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Dataverse-Reporting-Architektur-Optimiert1-1024x533.png 1024w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Dataverse-Reporting-Architektur-Optimiert1-768x400.png 768w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Dataverse-Reporting-Architektur-Optimiert1-1536x800.png 1536w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Dataverse-Reporting-Architektur-Optimiert1-2048x1067.png 2048w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Dataverse-Reporting-Architektur-Optimiert1-18x9.png 18w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-87a9c90 elementor-widget elementor-widget-text-editor\" data-id=\"87a9c90\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div><p>Click on the image to enlarge it.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-73a000fd e-con-full e-flex e-con e-parent\" data-id=\"73a000fd\" data-element_type=\"container\" data-e-type=\"container\" id=\"datenqualitaet-berechtigungen\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-73a000fc e-flex e-con-boxed e-con e-child\" data-id=\"73a000fc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-73a000e6 e-con-full e-flex e-con e-child\" data-id=\"73a000e6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a000e3 elementor-widget elementor-widget-heading\" data-id=\"73a000e3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">ANALYZE RESPONSIBLY<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a000e4 elementor-widget elementor-widget-heading\" data-id=\"73a000e4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Meaningful metrics require reliable data and appropriate reporting views<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a000e5 elementor-widget elementor-widget-text-editor\" data-id=\"73a000e5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CRM data may vary in terms of completeness and consistency and may contain personal or confidential information. Reliable analyses therefore require adequate data quality, appropriate access permissions, and a clearly defined purpose.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2cd4879 elementor-widget elementor-widget-image\" data-id=\"2cd4879\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Verantwortungsvolle-Auswertung-Final-Punktmatrix-1-scaled.png\" data-elementor-open-lightbox=\"yes\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6NzUxNiwidXJsIjoiaHR0cHM6XC9cL2RhdGE0c3VjY2Vzcy5kZVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyNlwvMTBcL0R5bmFtaWNzLTM2NS1DUk0tVmVyYW50d29ydHVuZ3N2b2xsZS1BdXN3ZXJ0dW5nLUZpbmFsLVB1bmt0bWF0cml4LTEtc2NhbGVkLnBuZyJ9\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1248\" src=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Verantwortungsvolle-Auswertung-Final-Punktmatrix-1-scaled.png\" class=\"attachment-full size-full wp-image-7516\" alt=\"Responsible CRM analysis based on the three dimensions of data quality, permissions, and intended use, as well as selected reporting perspectives for the sales pipeline, customers, service, and developments.\" srcset=\"https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Verantwortungsvolle-Auswertung-Final-Punktmatrix-1-scaled.png 2560w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Verantwortungsvolle-Auswertung-Final-Punktmatrix-1-300x146.png 300w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Verantwortungsvolle-Auswertung-Final-Punktmatrix-1-1024x499.png 1024w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Verantwortungsvolle-Auswertung-Final-Punktmatrix-1-768x374.png 768w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Verantwortungsvolle-Auswertung-Final-Punktmatrix-1-1536x749.png 1536w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Verantwortungsvolle-Auswertung-Final-Punktmatrix-1-2048x998.png 2048w, https:\/\/data4success.de\/wp-content\/uploads\/2026\/10\/Dynamics-365-CRM-Verantwortungsvolle-Auswertung-Final-Punktmatrix-1-18x9.png 18w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8401fd1 elementor-widget elementor-widget-text-editor\" data-id=\"8401fd1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div><p>Click on the image to enlarge it.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-73a00116 e-con-full e-flex e-con e-parent\" data-id=\"73a00116\" data-element_type=\"container\" data-e-type=\"container\" id=\"faq\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-73a00115 e-flex e-con-boxed e-con e-child\" data-id=\"73a00115\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-73a00101 e-con-full e-flex e-con e-child\" data-id=\"73a00101\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a000fe elementor-widget elementor-widget-heading\" data-id=\"73a000fe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">FREQUENTLY ASKED QUESTIONS<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a000ff elementor-widget elementor-widget-heading\" data-id=\"73a000ff\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Questions About Reporting in Dynamics 365 CRM<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00100 elementor-widget elementor-widget-text-editor\" data-id=\"73a00100\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The specific data, report formats, and architectural components that make sense depend on the Dynamics 365 environment in use and the specific reporting requirements. We provide concise answers to the most important questions here.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00102 elementor-widget elementor-widget-n-accordion\" data-id=\"73a00102\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;default_state&quot;:&quot;all_collapsed&quot;,&quot;max_items_expended&quot;:&quot;multiple&quot;,&quot;n_accordion_animation_duration&quot;:{&quot;unit&quot;:&quot;ms&quot;,&quot;size&quot;:400,&quot;sizes&quot;:[]}}\" data-widget_type=\"nested-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"e-n-accordion\" aria-label=\"Accordion. Press Enter or Space to open links, press Escape to close them, and use the arrow keys to navigate.\">\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1930\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1930\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><h3 class=\"e-n-accordion-item-title-text\"> What is meant by Dynamics 365 CRM or Customer Engagement? <\/h3><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1930\" class=\"elementor-element elementor-element-73a0010a e-con-full e-flex e-con e-child\" data-id=\"73a0010a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00109 elementor-widget elementor-widget-text-editor\" data-id=\"73a00109\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Dynamics 365 CRM is a common term for customer-related Dynamics 365 applications. Microsoft uses the term \u201cDynamics 365 Customer Engagement Apps,\u201d among others, to refer to these applications. These may include, for example, Dynamics 365 Sales, Customer Service, Field Service, or Customer Insights. Which data and processes are relevant for reporting depends on the specific applications in use and any custom extensions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1931\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"2\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1931\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><h3 class=\"e-n-accordion-item-title-text\"> What CRM data can be analyzed using Power BI? <\/h3><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1931\" class=\"elementor-element elementor-element-73a0010c e-con-full e-flex e-con e-child\" data-id=\"73a0010c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0010b elementor-widget elementor-widget-text-editor\" data-id=\"73a0010b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Depending on the applications in use and the processes maintained, you can analyze, for example, leads, opportunities, accounts, contacts, activities, and service cases. You must determine which tables, fields, and relationships are suitable for reporting based on your specific Dynamics 365 and Dataverse environment.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1932\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"3\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1932\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><h3 class=\"e-n-accordion-item-title-text\"> Does CRM reporting with Power BI always require Microsoft Fabric? <\/h3><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1932\" class=\"elementor-element elementor-element-73a0010e e-con-full e-flex e-con e-child\" data-id=\"73a0010e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0010d elementor-widget elementor-widget-text-editor\" data-id=\"73a0010d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>No. For clearly defined CRM analyses, Power BI can access selected Dataverse data. Microsoft Fabric can be useful if CRM data needs to be connected to ERP, financial, planning, or other business data, or integrated into a more comprehensive data and reporting landscape. The appropriate deployment method depends on the volume of data, the system landscape, the need for up-to-date information, and the existing architecture.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1933\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"4\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1933\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><h3 class=\"e-n-accordion-item-title-text\"> What is the difference between Power BI reports and paginated reports? <\/h3><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1933\" class=\"elementor-element elementor-element-73a00110 e-con-full e-flex e-con e-child\" data-id=\"73a00110\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0010f elementor-widget elementor-widget-text-editor\" data-id=\"73a0010f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Power BI reports are suitable for interactive analysis, filtering, and various management views. Paginated reports complement these with detailed, parameterized reports featuring a fixed page layout\u2014for example, for multi-page tables, as well as PDF or print outputs. The appropriate report format depends on the specific use case.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1934\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"5\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1934\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><h3 class=\"e-n-accordion-item-title-text\"> Can CRM data be integrated with ERP, financial, or planning data? <\/h3><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1934\" class=\"elementor-element elementor-element-73a00112 e-con-full e-flex e-con e-child\" data-id=\"73a00112\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00111 elementor-widget elementor-widget-text-editor\" data-id=\"73a00111\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>In general, CRM data can be combined with order, invoice, revenue, financial, planning, or other business data. However, whether the data can be unambiguously linked depends on common keys, business definitions, data quality, and access rights. In particular, opportunity volume, order value, invoiced value, and revenue must be clearly distinguished from one another.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1935\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"6\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1935\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><h3 class=\"e-n-accordion-item-title-text\"> How up-to-date can CRM data be analyzed in Power BI? <\/h3><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1935\" class=\"elementor-element elementor-element-73a00114 e-con-full e-flex e-con e-child\" data-id=\"73a00114\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00113 elementor-widget elementor-widget-text-editor\" data-id=\"73a00113\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The frequency of updates depends on the selected delivery method, the update strategy, and the business requirements. Depending on the architecture, data can be updated at specified intervals or retrieved from the respective source at the time of reporting. The required update interval should therefore be determined based on the specific use case.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-73a0011d e-con-full e-flex e-con e-parent\" data-id=\"73a0011d\" data-element_type=\"container\" data-e-type=\"container\" id=\"kontakt\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-73a0011c e-flex e-con-boxed e-con e-child\" data-id=\"73a0011c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-73a0011b e-con-full e-flex e-con e-child\" data-id=\"73a0011b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00117 elementor-widget elementor-widget-heading\" data-id=\"73a00117\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">YOUR NEXT STEP<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00118 elementor-widget elementor-widget-heading\" data-id=\"73a00118\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Let's take a look at your CRM data<br>Develop an appropriate reporting framework<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a00119 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"73a00119\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Together, we'll review your Dynamics 365 environment, the relevant sales and service processes, and your existing reporting requirements. Based on this, we'll develop a functionally and technically appropriate foundation for Power BI and complementary reporting formats.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73a0011a elementor-align-center elementor-mobile-align-justify elementor-widget elementor-widget-button\" data-id=\"73a0011a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-lg\" href=\"https:\/\/data4success.de\/en\/contact\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Discuss CRM Reporting<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-f3f1efa e-con e-atomic-element e-div-block-base e-default-div\" data-id=\"f3f1efa\" data-element_type=\"e-div-block\" data-e-type=\"e-div-block\" data-interaction-id=\"f3f1efa\">\n    \n<\/div>\n<div class=\"elementor-element elementor-element-eee06a0 e-flex e-con-boxed e-con e-parent\" data-id=\"eee06a0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Analyze Dynamics 365 CRM data from Dataverse using Power BI. For sales pipeline, forecasting, won\/lost analyses, customer trends, and supplementary paginated reports.<\/p>","protected":false},"author":13,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-7356","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/pages\/7356","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/comments?post=7356"}],"version-history":[{"count":136,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/pages\/7356\/revisions"}],"predecessor-version":[{"id":7519,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/pages\/7356\/revisions\/7519"}],"wp:attachment":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/media?parent=7356"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}