Overview
Bring your Microsoft Dynamics CRM Sales data to Bold BI and create beautiful dashboards with useful widgets. By embedding dashboards inside your application, you will understand the story behind your data and make effective business decisions.
Custom URL
Create your API URL manually on your own to fetch the data.
Pagination
Set the maximum number of rows to be fetched from the Microsoft Dynamics CRM Sales connector.
Refresh Data
Configure data refreshes to keep your dashboard up to date.
Join Data
Join Microsoft Dynamics CRM Sales data with data from different data sources using shared tables.
Microsoft Dynamics CRM Sales Dashboard Example
Sales Manager Summary Dashboard
By integrating Microsoft Dynamics CRM Sales data, Bold BI's Sales Manager Summary dashboard provides a detailed breakdown of a company’s revenue details, leads, and sales pipeline.
Sales Leads Tracking Dashboard
By integrating Microsoft Dynamics CRM Sales data, Bold BI's Sales Leads Tracking Dashboard provides detailed sales lead KPIs such as top accounts by revenue, lead generation rate, and top leads by campaign.
Sales Opportunities Dashboard
By integrating Microsoft Dynamics CRM Sales data, Bold BI's Sales Opportunities dashboard illustrates detailed sales opportunities with its KPIs, such as top won opportunities, campaigns, accounts, and its summary.
Integration Mashups with Microsoft Dynamics CRM Sales Data
Integrate Microsoft Dynamics CRM Sales data with other integrations, like SQL or web data sources, and create dashboards with multiple data sources. Embed these dashboards into your application for powerful data visualization.
Related Resources
