Business Requirement

The client spent a lot of time and effort to generate sales reports which adversely affected their business-decision making.

The sales performance data would not integrate with their CRM, ERP, etc.

Additionally, the client had challenges in controlling their staff’s accessibility to reports based on the hierarchy set in their CRM.

They also wanted the sales performance reports to reflect currencies based on geographies.

CCS Solution

CCS Engineers integrated sales performance reports in the client’s Microsoft Dynamics 365 CRM using web API.

Imported the client’s resource hierarchy from the CRM to Power BI and applied row-level security (RLS) to the data.

Collected the currency exchange rate from the CRM and made it possible for the staff to avail geography-based currencies in their reports.