OverviewFAQ
Turn CRM Data Into Actionable Intelligence
Your CRM is full of valuable data but without the right reporting tools, it’s just numbers.
At RT Dynamic, we help organizations harness Dynamics 365 CRM to surface trends, measure performance, and drive confident decision-making. Whether you need real-time sales visibility, custom KPIs, or executive dashboards, we design reporting experiences that work the way your business thinks.
Dynamics 365 CRM Report Automation Services
Stop building reports manually and start making decisions instantly. Our reporting automation services transform raw CRM data into curated dashboards that are always up to date, accessible, and aligned with your business rhythm.
- CRM Sales Performance Reports: See how your teams, campaigns, and products are performing in real time.
- Custom CRM Reports Development: Go beyond built-in templates. We build reports that answer your unique business questions.
- Drill-Down Reporting in Dynamics 365: Zoom from the big picture into granular details with interactive, drillable dashboards.
- Dynamics 365 Analytical Reporting: Visualize customer behavior, pipeline velocity, and service performance to stay ahead.
- Dynamics 365 Dashboard Design: Build dashboards that are clean, fast, and truly useful without clutter or data overload.
- Power BI Integration with Dynamics 365: Unlock enterprise-grade analytics with seamless Power BI embedding and cross-system insights.
Role-Based Dashboards in Dynamics CRM: Deliver the right data to the right people from reps and managers to C-suite.
Advantages of Choosing CRM Report Automation Services
Automated reporting in Dynamics 365 transforms how your business tracks performance, uncovers insights, and makes informed decisions without relying on manual effort or disconnected tools.
Real-Time Sales Performance Visibility
Track key metrics instantly with CRM sales performance reports that update as your data evolves, no spreadsheets, no delays.
Custom CRM Reports Development
We create purpose-built reports, not templates, giving every department the KPIs, filters, and groupings they actually need.
Interactive CRM Dashboards
Get hands-on with dynamic views, slicers, drill-down reporting in Dynamics 365, and clickable charts to explore your data your way.
Power BI Integration with Dynamics 365
Blend CRM data with external systems, build advanced analytics, and publish role-based dashboards across your organization.
Executive-Ready Management Reporting
Deliver high-level insights via Dynamics 365 management reporting dashboards designed for clarity, speed, and boardroom impact.
Visual Reporting That Drives Action
From custom charts and graphs for CRM to cross-team metrics, we design visuals that help leaders react faster and strategize smarter.
How We Deliver Reporting Excellence
Optimization Tools & Technologies We Use
We utilize trusted Microsoft and third-party tools to monitor, test, and improve Dynamics 365 CRM performance.
| Frontend | Backend | Database |
|---|---|---|
| React, Angular, Vue.js, Next.js | Node.js, Python, Ruby on Rails, Java, .NET Core | MongoDB, MySQL, PostgreSQL, SQL Server, Firebase |
| Cloud | DevOps | |
| AWS, Google Cloud Platform, Microsoft Azure | Docker, Kubernetes, Jenkins, GitHub, GitLab | |
What to Expect in a CRM Reporting & Dashboard Plan
RT Dynamic approaches CRM report automation with precision, ensuring your business decisions are driven by real-time, role-relevant, and revenue-impacting insights.
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1. Requirements Discovery & Data Audit
We evaluate your data sources, reporting needs, user roles, and KPIs to align visuals with strategic goals. |
2. Report Architecture & Metric Mapping
We define key metrics, reporting hierarchies, and dimensions which ensures consistency across reports, dashboards, and BI tools.
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3. Custom Report & Dashboard Design
We develop interactive dashboards, drill-down reports, and Power BI visualizations tailored to your sales, marketing, and service teams. |
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4. Validation & Iterative Refinement
We test outputs across scenarios to ensure accuracy, speed, and usability, refining visual logic and layout where needed. |
5. Enablement & Ongoing Optimization
We provide training, documentation, and performance monitoring tools so your team can explore, share, and evolve insights independently. |
Why RT Dynamic for CRM Report Automation Services?
Data-Led Thinking
We start with the KPIs that matter and build backwards from there. You get insights that actually move the needle.
Industry-Tailored Metrics
We’ve built reporting ecosystems for sales, finance, healthcare, education, and more. Your reports will speak your language.
Visuals That Work for You
From heatmaps and graphs to executive summaries, we design dashboards people actually use, not just admire.
Unified Data Layer
Our reporting pulls from multiple sources when needed, not just Dynamics 365, but also Outlook, Teams, SharePoint, and ERPs.
Speed, Accuracy, and Scale
Whether it’s 10 users or 10,000, our dashboards are built for performance, accessibility, and growth.
Let’s Make Data Your Superpower
Tired of static reports and disconnected dashboards? Let’s build a CRM reporting system that empowers everyone from sales reps to execs to see what matters and act on it.
Let’s Talk Reporting. Contact Us!
Yes, we can modernize and rebuild your legacy reports to fit the Dynamics 365 or Power BI ecosystem with improved structure and visuals.
Very. We build fully custom reports and dashboards including drill-downs, conditional formatting, and role-based views.
Absolutely. We optimize reports for all screen sizes and ensure they load quickly across devices.
Yes, we support multi-level segmentation, so you can track performance by rep, territory, product line, or team.
No, while Power BI is robust, we also offer native Dynamics 365 dashboards, Excel-based reports, and hybrid setups.