Enhancing Donor Engagement for the Marmot Recovery Foundation
Discover how the Marmot Recovery Foundation modernized donation management and improved donor engagement with a custom Dynamics 365 solution.
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Your Dynamics 365 CRM system captures valuable customer and sales data—but without a clear Power BI strategy, it’s hard to see the full picture. This workshop helps you define the KPIs that matter, connect your CRM data to Power BI, and build dashboards that drive smarter decisions. Let’s make your data a competitive advantage.
What You’ll Gain in Just Two Days
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KPI & Dashboard Design
Visualize pipeline, performance, and customer health
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Power BI Readiness
Assess data structure, licensing, and integration needs
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Reporting Roadmap
Plan your Power BI rollout with confidence
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Stakeholder Engagement
Align Sales, Service, and leadership around insights
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Data-Driven Culture
Empower your team to lead with clarity, not guesswork
Stop Building Reports by Hand
Manual exports and Excel-based reports waste time and limit visibility.
We’ll help you connect your CRM data to Power BI and design dashboards that deliver real-time insights—so your team can focus on action, not formatting.
Get in touch to learn more about our Reporting workshopAlign Your Team Around the Right Metrics
Without shared KPIs, teams struggle to measure success or spot risks.
We’ll work with your stakeholders to define meaningful KPIs and build dashboards that reflect your goals—so everyone’s working from the same playbook.
Download the full workshop PDFBuild a Reporting Strategy That Scales
Ad-hoc reporting doesn’t grow with your business.
We’ll help you build a roadmap for Power BI adoption that includes quick wins, long-term goals, and the governance needed to scale confidently.
Learn more about the CRM Reporting Workshop
Read Case StudyWe had custom exports created in our restaurant management system, allowing us to download the reports in Excel and upload them into Business Central through the various configuration packages. It’s a very quick process to get the information over and it works for us. We’ve also created reports in Jet Reports that we upload through the Business Central configuration packages.
Steve Delves, CFO
Read Case StudyWith the new reporting and analytics, we’ve noticed numbers we just couldn’t track before. We’re now able to look at live analytics and clearly see high volume business days that we otherwise wouldn’t have been aware of. The level of detail in the data has allowed us to update our price catalogue to reflect the market more accurately for certain products and positively impact our bottom line.
Logan Drum, IT Manager
Read Case StudyWe have so many projects that we want to take on and a lot of analysis that people want to see that we didn’t have time for before. The reporting capability within Business Central means that we are now in a much stronger position to start analyzing data that will empower us to make big decisions and a real difference to the business.
Lisa Taranoff, Accounting Manager, GSL Group
Our proven Success Framework minimizes risk and promotes alignment to results
Explore how Catapult has helped hundreds of businesses successfully adopt cloud solutions and achieve the result they’re looking for.
Achieve out of this world results
Our easy-to-navigate Success Framework guides our customers through four critical stages that build towards successful adoption of a tailor made Dynamics 365 business solution