If your CRM solution is to deliver value to your organisation, it must be designed to so do from the outset. It is essential to avoid a cobbled together information architecture so that both data entry and reporting, or end user and managerial needs are met.
In this video Gill Walker explains what Business Intelligence is, and what you need to consider when designing your CRM to ensure that your Business Intelligence reporting needs are met.
Using the analogy of crossing the road, Gill shows you why you need to use the data directly from your CRM without recreating it on the way if you want to know that you are really getting the best information on which to base your decisions.
Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions. We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia. We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.