Leslie Anjan's blog

  If you’re in the market for a new CRM, chances are you’ve found one of the many articles online offering comparisons of the major software options. As someone who has worked with Dynamics 365 for many years, the Dynamics 365 vs Salesforce articles often come across my radar, and I’m usually left feeling disappointed by how much is missing from those “apples to apples” comparison pieces, when there is so much more in the (virtual) fruit bowl worth exploring. Where a CRM was once just a system of historical record, for sellers to (reluctantly) record what they had done, it’s time to reimagine CRM as a central and connected system for customer engagement across your organisation. It’s also important to consider the role of the CRM now that sellers work across more stakeholders and more digital tools for communication and collaboration than ever. How can it help make them more productive, rather than becoming just another tool to deal with? Instead of working through a comparison of ...

  You might already be using Power BI to create your dashboards and reports, but have you tried to create a real-time dashboard before? Typically, you need to set up a refresh schedule. What if you want to see your dashboard update live, as soon as fresh data comes in? This is where you can use a streaming dataset in Power BI, to view and act on your data in real-time. Here are some examples of times you could consider using a real-time dashboard: IoT devices: sensors, machinery. Anything with a constant flow of data you would like to view accurate information on. This is a great option for being able to detect anomalies in equipment. Collecting survey responses and viewing feedback immediately Viewing weblogs Inventory Management: monitoring stock levels Streaming datasets can be created from Power BI Service. When heading over to Power BI Service to create your streaming dataset, you have 3 types to choose from. The API option is the most...