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Streamline Data Syncing in Dynamics 365 with Make for a Unified Customer View with Make.com, N8N and Zapier

Your 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

1. Monitor Dynamics 365 Data

Track updates in CRM, invoicing, and support.

Sync Data

2. Automate Data Sync

Sync data between Dynamics 365 and Power BI.

Visualize Data

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.

Outcomes

Outcomes of Automation

Experience transformative outcomes with automated data syncs.

360°

Enhanced Customer Insights

50%

Reduced Manual Data Entry

80%

Improved Decision Making

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FAQ

Frequently Asked Questions

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

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Pricing Plans

Our pricing plans

Choose a plan that's 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 required

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

Ready to Move Forward?
Join the automation strategy call

You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.