9A Smart Insights

9A Smart Insights

Gain in-depth insights into Microsoft Dynamics 365 data in Power BI.

9A Smart Insights

The quick-start BI solution for Microsoft Dynamics 365

Transform complex data into actionable insights in Power BI

9A Smart Insights is a quick-start solution that enables you to gain rapid insights into Microsoft Dynamics 365 data within Power BI.

Within just a few days, you'll have access to extensive data from your Dynamics ERP or CRM system in Power BI.

With our pre-built dashboards, you can start leveraging valuable insights immediately instead of working from a blank Power BI canvas. Our data model allows you to easily create comprehensive reports across multiple business processes.

Optimize your data, Maximize your outcomes

Leverage structured insights to improve decision-making and business performance.

Avoid disputes over data


With 9A Smart Insights, every department that works with Power BI uses the same structured data and centrally calculated definitions, preventing discussions about figures.

Enable the right focus


Don't waste time importing, structuring, and processing data from multiple systems. 9A Smart Insights ensures you always have accurate, up-to-date data, allowing you to focus entirely on your core tasks.

Gain a complete and unified overview


Separate reports from different systems are a thing of the past. With Birds BI, you gain insight into data from all business processes in a single environment, allowing you to combine them into one report as needed.

Optimize business processes


With 9A Smart Insights providing the right tools for data-driven management, you can optimize business processes and reduce costs.

Start building comprehensive Power BI reports within days

Kickstart Packs for Microsoft Dynamics 365 ERP and CRM data

With our Kickstart Packs, you'll have Dynamics 365 data in Power BI within just a few days after implementation—unlike a custom BI solution, which can take weeks or even months.

They include a comprehensive set of standardized and structured data, covering areas such as purchasing, inventory, warehousing, sales, finance, projects, and production.

For many organizations, this already fulfills about 85% of their data needs.

For the remaining ±15% of needs, such as industry-specific data or additional source systems, our consultants ensure that this data is also structured and modeled within our data model, making it available in Power BI.

Power BI dashboard for Finance

The first thing our sales representatives do when they arrive in the morning is to open 9A Smart Insights and check if there's anything that needs follow-up.

Kirsti Kristensen . Marketing manager, Schades

Create one central data source

Gather data from all sources into one central Power BI environment

Our data model for Power BI ensures a single source of truth within your organization. Definitions and KPIs are calculated and recorded centrally, and data from Microsoft Dynamics and other systems is enriched with business logic.

This way, every department always works with the same data, definitions, and calculations in Power BI reports.

Power BI dashboard for Microsoft Dynamics

9A Smart Insights is available for multiple solutions

Get to know the details

Read the product sheet for 9A Smart Insights.

Interested in all the details? We've put together a concise fact sheet to read and share amongst colleagues who are also interested in using BI to gain more insights into Dynamics data.

Product Sheet - 9A smart Insights

Often asked questions about the product

No, 9A Smart Insights works alongside Power BI. In simple terms, our solution extracts and organizes data from Microsoft Dynamics ERP or CRM systems and, when needed, integrates it with data from your industry-specific software.

This structured data is then made available in Power BI, complemented by our ready-to-use dashboards and a comprehensive data model. This enables you to create customized dashboards and reports that fit your specific needs.

No, you can buy this 9A Smart Insights as a add-on to your existing ERP solution. We have strong experience in collaboration with a wide range of ERP providers

No, while we specialize in Dynamics and offer out-of-the-box connectors for it, our consultants can also extract data from other business software for use in Power BI.

This allows you to combine data from multiple sources with Dynamics ERP data to gain a complete picture.

If your organization already has a Power BI license, we can implement 9A Smart Insights within a few days. After that, you'll have access to approximately 85% of your Microsoft Dynamics data in Power BI and can take advantage of our out-of-the-box dashboards.

Next, we assess each department's specific needs and incorporate the remaining 15% into our data model, so you can also use those specific datasets in your reporting.

Yes, our solution can also function within Microsoft Fabric with a complete end-to-end architecture.

Within Fabric, 9A Smart Insights provides a robust framework for accessing, processing, enriching, and structuring data for use in Power BI reports.

Discover relevant content