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How Dynamics 365 Provides Real-Time Accessible Data

Modern, growing, successful businesses mostly have one thing in common – a wealth of industry information, process tracking and sales tracking records, and financial accounts, all available as real-time data, accessible to relevant stakeholders and at the fingertips of owners and executives.

But what does that matter?

It matters because this modern level of data has now become perhaps the most vital commodity available to a business. Data in real-time, essentially allows a business to monitor the very vital signals of its health, performance and growth tracking. With it, information is gleaned that gives deep and unquestionable insight into what decisions need to be made for better business, where dips in performance are, and how to strategise toward a fix. And last but not least, real time data sets can be used to monitor the health of the numbers at the bottom-line. It’s the story of a business, and it needs to be told to establish the correct paths to growth and success.

But how can you, as a business owner, tap into a deeper pool of real time data sets? One way is with a real time data cloud, just like what you’ll get with Microsoft Dynamics 365, from Strategix.

Let’s unpack the power of Dynamics 365 here, and how it can better tell your business story with rich real-time data sets.

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Why real time data is important

Most businesses today rely on real-time data sets to make informed decisions. Dynamics 365 achieves this by making use of a cloud-based platform. This means that data is constantly being updated and made available to users as soon as it is generated. There is no need to wait for scheduled reports or manual updates – with Dynamics 365, you can always be confident that you are working with the most up-to-date information.

This is extremely valuable for businesses of all sizes. Having accurate real-time data at your fingertips helps you to make better decisions, respond more quickly to changes in the market, and ultimately boost your bottom line. If you’re not already using Dynamics 365, now is the time to get on board and start reaping the benefits of real-time data access.

How to access accurate real time data with Dynamics 365?

The first way to access real time data sets in Dynamics 365 is through the use of dashboards. These dashboards provide users with an up-to-date view of their sales pipeline and performance metrics. To create a real time dashboard, simply go to the “Dashboards” tab in Dynamics 365 and select “Create New Dashboard.” From here, you can add various widgets that will display real time data. For example, you can add a widget that shows the number of deals in each stage of the sales pipeline, or a widget that displays the total value of closed deals.

Another way to access real time data in Dynamics 365 is through the use of real time reports. These reports provide users with an up-to-date view of their sales data, including information on closed deals, won deals, and lost deals. To create a real time report, simply go to the “Reports” tab in Dynamics 365 and select “Create New Report.” From here, you can add various filters to narrow down the data that is displayed in the report. For example, you can filter by date range, deal stage, or product type.

Finally, you can also access real time data in Dynamics 365 through the use of real time alerts. These alerts notify users when certain events occur, such as when a deal is won or lost. To create a real time alert, simply go to the “Alerts” tab in Dynamics 365 and select “Create New Alert.” From here, you can specify the conditions that will trigger the alert, such as when a deal is moved to a certain stage in the sales pipeline.

By using any of these methods, you can ensure that you have accurate real time data sets at your fingertips when using Dynamics 365. This will allow you to make better informed decisions about your sales strategy and improve your overall performance. And Strategix can facilitate this important step in your business’s continuing story.

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And as always, Strategix are here to help you master the facets of the software