Hero background
Logo
No-code automationYour No-code and AI Automation Partner

Sync Dynamics 365 with Power BI for Insights

Automate your data syncs between Microsoft Dynamics 365 and Power BI to create a comprehensive customer dashboard. Gain a holistic view of customer interactions and drive strategic decisions with data at your fingertips.

When Data Updated
Solution
1. Monitor Dynamics 365 Data

Track updates in CRM, invoicing, and support.

Sync Data
Solution
2. Automate Data Sync

Sync data between Dynamics 365 and Power BI.

Visualize Data
Solution
3. Build Dynamic Dashboard

Create a unified customer view dashboard.

- Repeat -

Automation Benefits

Benefits of the Integration

Reap numerous benefits from syncing Dynamics 365 with Power BI.

Holistic Customer View

Access all customer interactions in one place.

Strategic Decision-Making

Leverage data-driven insights for business growth.

Efficiency Boost

Automate data syncs to save time and resources.

Increased Accuracy

Reduce errors with automated data synchronization.

Scalability

Easily scale data management as your business grows.

Improved Customer Management

Enhance customer interactions with comprehensive data.

Features

Features of the Integration

Unlock powerful features by integrating Dynamics 365 with Power BI using Make.

  • 1
    Real-time Data Sync

    Ensure up-to-date customer information across platforms.

  • 2
    Customizable Dashboards

    Tailor dashboards to highlight key customer metrics.

  • 3
    Automated Workflows

    Reduce manual effort and increase efficiency.

Feature

Outcomes

Outcomes of Automation

Experience transformative outcomes with automated data syncs.

360°
Enhanced Customer Insights
50%
Reduced Manual Data Entry
80%
Improved Decision Making

More Automation Use Cases

Potential Automations for Your Business

Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.

Scale your impact with custom Chat Bots

Book appointments for your customers instantly - based on free slots in your CRM or employee availability. Classify leads before bookings, eliminating unqualified requests - no more wasted time.

Learn More
Ellie (AI Assistant)

Ask me anything and watch how I respond.

Smart Email AI assistants for your Inbox

From automatic email responses - to scheduling appointments with customers. No manual work, just AI handles your scheduling. Respond to your client emails promptly - based on previous response history, using your writing style.

Email AI Assistant

Put your internal knowledge to work with RAG AI

RAG Automation (Retrieval-Augmented Generation) lets AI pull real answers from your documents, databases, or wikis - so you get accurate, context-aware responses every time. Perfect for support, onboarding, knowledge sharing, and internal Q&A.

RAG automation
FAQ

Frequently Asked Questions

Answers to common questions about the Dynamics 365 and Power BI integration.

We Might Have Solved Your Problems Already

Explore Similar Automations

See how you can improve your work process even more by leveraging AI and Automation.

Trigger on Contact Update app logoSync with SAP ERP app logoSync with Google Sheets app logoTrigger Strategic Email Alert app logo
Sync Customer Data with Dynamics 365

Automate updates across Dynamics 365, SAP ERP, and Google Sheets to ensure consistent customer data. Trigger strategic email alerts for critical changes, streamlining operations and enhancing decision-making.

Trigger on New Support Ticket app logoRetrieve Email Campaign Interactions app logoAggregate Data in Dynamics 365 app logo
Aggregate Customer Interactions with Dynamics 365

Streamline your customer journey mapping by integrating Microsoft Dynamics 365 with platforms like Zendesk and Mailchimp. Automate data aggregation for real-time visibility, helping you refine strategies and enhance business performance.

Detect New Invoice or Receipt app logoUtilize OCR to Extract Data app logoParse and Organize Data app logoFeed Data to Accounting System app logo
Automate Invoice Parsing with OCR

Leverage OCR tools to extract and transfer data from invoices and receipts to your accounting software, enhancing accuracy and efficiency. Turn cumbersome manual data entry into a seamless automated process.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required