Copilot and Power BI: Simplifying Dynamics 365 CE Analytics
Session Overview:
Does your Dynamics 365 Customer Engagement (CE) data feel like a puzzle you can’t solve—leaving you drained and desperate for answers that seem just out of reach? You’re not alone, and it doesn’t have to be that hard. This session unveils how Microsoft Copilot and Power BI strip away the complexity of CRM analytics, delivering straightforward insights without demanding advanced technical skills. Imagine the calm of asking your CRM a simple question—like “What’s driving our sales this quarter?”—and seeing Power BI turn the response into a clear, actionable visual in moments. Tailored for business leaders, IT pros, and CRM admins, this presentation is about cutting through the noise, lightening your load, and making analytics feel less like a chore and more like a win. Through relatable scenarios and a focus on ease of use, attendees will leave with renewed hope, ready to simplify their data challenges into manageable, meaningful results.
Learning Objectives:
- Understand Copilot’s Role in Data Interaction: Learn how Microsoft Copilot’s natural language processing enables Dynamics 365 CE users to ask straightforward questions of their data—like “Which accounts need attention this month?”—without technical expertise.
- Identify CRM Analytics Pitfalls: Recognize frequent missteps in CRM data analysis—such as overly complex reports or disconnected metrics—and see how Copilot and Power BI address these challenges with simplicity and focus.
- Explore Practical Applications: Understand how Copilot and Power BI tackle common CE use cases, like monitoring sales pipelines or spotting service issues, through broadly applicable examples.
Speakers: Glen Parrott
Recorded at: Community Summit NA 2025
Type: Breakout Session
Ability Level: 101 – New To
Primary Product: Dynamics 365 CE (CRM)
Tracks: Artificial Intelligence (AI), Business Intelligence (BI) & Reporting, Sales
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
