{"id":33268,"date":"2024-01-09T17:40:36","date_gmt":"2024-01-09T14:40:36","guid":{"rendered":"https:\/\/go-erp.co.uk\/?p=33268"},"modified":"2026-05-10T21:30:43","modified_gmt":"2026-05-10T18:30:43","slug":"power-bi-vs-dynamics-365-crm-ataskaitu-rengimo-funkcijos","status":"publish","type":"post","link":"https:\/\/go-erp.eu\/lt\/power-bi-vs-dynamics-365-crm-ataskaitu-rengimo-funkcijos\/","title":{"rendered":"Power BI vs Dynamics 365 CRM ataskait\u0173 rengimo funkcijos"},"content":{"rendered":"<p>Tinkamai pasirinkti\u00a0 duomen\u0173 analiz\u0117s \u012frankiai gali stipriai \u012ftakoti organizacijos geb\u0117jim\u0105 generuoti \u012f\u017evalgas ir priimti pagr\u012fstus sprendimus. Tiek Microsoft Power BI, tiek Dynamics 365 CRM ataskaitos gali atliepti skirtingus \u012fmoni\u0173 poreikius. Norint i\u0161naudoti ataskait\u0173 teikiamas galimybes, labai svarbu atsi\u017evelgti \u012f konkre\u010dias kiekvienos platformos si\u016blomas funkcijas ir ypatybes. \u0160iame straipsnyje pla\u010diau panagrin\u0117sime Power BI ir Dynamics 365 CRM duomen\u0173 ataskait\u0173 galimybes.<\/p>\n<h2>Power BI: dinami\u0161kos duomen\u0173 \u012f\u017evalgos<\/h2>\n<h3>Kod\u0117l verta rinktis Power BI?<\/h3>\n<p>Power BI yra verslo analitikos \u012frankis, si\u016blantis universali\u0105 ir daugyb\u0119 funkcij\u0173 turin\u010di\u0105 duomen\u0173 vizualizacijos aplink\u0105. Pla\u010dios sistemos galimyb\u0117s leid\u017eia naudotojams prisijungti prie \u012fvairi\u0173 duomen\u0173 \u0161altini\u0173, atlikti tiksl\u0173 duomen\u0173 apdorojim\u0105 ir kurti interaktyvias ataskaitas bei informacines lenteles. Jei j\u016bs\u0173 organizacija ie\u0161ko sprendimo, skirto i\u0161samiai duomen\u0173 analizei ir dinami\u0161kam j\u0173 pateikimui, Power BI yra puikus pasirinkimas.<\/p>\n<p><a href=\"https:\/\/go-erp.eu\/lt\/verslo-analitika-power-bi\/\">I\u0161bandykite interaktyvius Power BI duomen\u0173 atvaizdavimo \u0161ablonus.<\/a><\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"613\" height=\"349\" src=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2024\/01\/Power-BI-data.webp\" alt=\"Data dashboard from PowerBI\" srcset=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2024\/01\/Power-BI-data.webp 613w, https:\/\/go-erp.eu\/wp-content\/uploads\/2024\/01\/Power-BI-data-300x171.webp 300w\" sizes=\"(max-width: 613px) 100vw, 613px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<h3>Rinkit\u0117s Power BI, jei:<\/h3>\n<ul>\n<li>Reikia pla\u010di\u0173 duomen\u0173 vizualizavimo galimybi\u0173 ir interaktyvi\u0173 grafik\u0173.<\/li>\n<li>Svarbi Ad hoc analiz\u0117 ir nuodugnus duomen\u0173 tyrin\u0117jimas.<\/li>\n<li>Integracija su \u012fvairiais duomen\u0173 \u0161altiniais ir Microsoft programomis yra prioritetin\u0117.<\/li>\n<li>Dirbtinis intelektas ir prognozavimo analiz\u0117 atlieka svarb\u0173 vaidmen\u012f j\u016bs\u0173 sprendim\u0173 pri\u0117mimo procesuose.<\/li>\n<\/ul>\n<h2>Dynamics 365 CRM: ataskait\u0173 rengimas ry\u0161i\u0173 su klientais valdymo sistemoje <\/h2>\n<p>Dynamics 365 CRM yra ry\u0161i\u0173 su klientais valdymo programa, kuri padeda organizacijoms supaprastinti savo veikl\u0105 ir pagerinti klient\u0173 \u012fsitraukim\u0105. Viena i\u0161 svarbiausi\u0173 jos funkcij\u0173 &#8211; ataskait\u0173 teikimo galimyb\u0117s, leid\u017eian\u010dios naudotojams kurti diagramas ir grafikus tiesiogiai CRM sistemoje.<\/p>\n<h3>Kod\u0117l verta rinktis Dynamics 365 CRM ataskait\u0173 teikiamas galimybes? <\/h3>\n<p>Dynamics 365 CRM si\u016blo \u012fvairi\u0173 tip\u0173 diagramas, pvz.: stulpelines diagramas, sud\u0117tines juostines diagramas ir piltuvo formos diagramas, skirtas su pardavimais, rinkodara, klient\u0173 aptarnavimu ir kt. susijusiems duomenims vizualizuoti. Naudotojai gali lengvai susipa\u017einti su savo verslo veiklos rezultatais, nes diagramas galima lengvai konfig\u016bruoti ir grupuoti pagal \u012fvairius po\u017eymius.<\/p>\n<p>Dynamics 365 CRM ataskait\u0173 skydelis suteikia sujungt\u0105 pagrindini\u0173 rodikli\u0173 ir KPI vaizd\u0105 \u012fvairiuose subjektuose. Vartotojai gali modifikuoti savo ataskait\u0173 skydel\u012f, prid\u0117dami diagramas ir kitus komponentus, kurie teikia duomenis apie konkre\u010dias dominan\u010dias sritis. Be to, Dynamics 365 CRM leid\u017eia naudotojams gilintis \u012f ataskait\u0173 skydelio duomenis ir gauti i\u0161samesn\u0117s informacijos.<\/p>\n<p><a href=\"https:\/\/go-erp.eu\/lt\/2023\/12\/20\/dynamics-365-sales-didina-produktyvuma-ir-inovaciju-taikyma\/\">Daugiau apie CRM skaitykite \u010dia.<\/a><\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"624\" height=\"270\" src=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2024\/01\/CRM-Data-reporting.webp\" alt=\"CRM Data visualization window\" srcset=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2024\/01\/CRM-Data-reporting.webp 624w, https:\/\/go-erp.eu\/wp-content\/uploads\/2024\/01\/CRM-Data-reporting-300x130.webp 300w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<h3>Rinkit\u0117s Dynamics 365 CRM, jei:<\/h3>\n<ul>\n<li>Daugiausia d\u0117mesio skiriate su CRM susijusiems duomenims, ypa\u010d pardavimams, klient\u0173 aptarnavimui ir rinkodarai.<\/li>\n<li>Labai svarbi integracija su Dynamics 365 CRM.<\/li>\n<li>Jums tinka i\u0161 anksto nustatyti \u0161ablonai, susij\u0119 su CRM procesais.<\/li>\n<li>Paprastesn\u0117s \u012f CRM orientuotos ataskaitos atitinka j\u016bs\u0173 komandos \u012fg\u016bd\u017eius ir pageidavimus.<\/li>\n<\/ul>\n<h2>Palyginkite abiej\u0173 program\u0173 privalumus bei skirtumus<\/h2>\n<p>Toliau pateikiama lentel\u0117, kurioje lyginamos Power BI ir Dynamics 365 CRM ataskait\u0173 teikiamos galimyb\u0117s, i\u0161ry\u0161kinant j\u0173 privalum\u0105 ir prana\u0161um\u0105.<\/p>\n<table data-id=\"e6dd0e2\">\n<thead>\n<tr>\n<th>\n<p>Funkcijos<\/p>\n<\/th>\n<th>\n<p>Power BI<\/p>\n<\/th>\n<th>\n<p>Dynamics 365 CRM<\/p>\n<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\n<p><strong>Duomen\u0173 \u0161altiniai<\/strong><\/p>\n<\/td>\n<td>\n<p>Platus duomen\u0173 \u0161altini\u0173 pasirinkimas, \u012fskaitant \u201eExcel\u201c, duomen\u0173 bazes, debesijos paslaugas ir kt.<\/p>\n<\/td>\n<td>\n<p>Daugiausia d\u0117mesio skiriama CRM duomenims, ta\u010diau gali b\u016bti integruojami su i\u0161oriniais \u0161altiniais.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><strong>Duomen\u0173 transformacija<\/strong><\/p>\n<\/td>\n<td>\n<p>Galingos ETL (Extract, Transform, Load) funkcijos, skirtos duomenims valyti ir transformuoti.<\/p>\n<\/td>\n<td>\n<p>Duomen\u0173 transformavimas pakankamas tik su CRM susijusiems duomenims.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><strong>Vizualizacija<\/strong><\/p>\n<\/td>\n<td>\n<p>Turtingos ir interaktyvios vizualizacijos su didele diagram\u0173, grafik\u0173 ir pasirinktini\u0173 vaizd\u0173 biblioteka.<\/p>\n<\/td>\n<td>\n<p>Pateikiamos pagrindin\u0117s diagramos ir atvaizdavimo \u012frankiai.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><strong>Ad hoc analiz\u0117<\/strong><\/p>\n<\/td>\n<td>\n<p>Didel\u0117s ad hoc analiz\u0117s galimyb\u0117s, leid\u017eian\u010dios naudotojams tyrin\u0117ti ir analizuoti duomenis tiesioginiai.<\/p>\n<\/td>\n<td>\n<p>Daugiau d\u0117mesio skiriama i\u0161 anksto suformuotoms CRM ataskaitoms, ribota ad hoc analiz\u0117, palyginti su Power BI.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><strong>Integracija<\/strong><\/p>\n<\/td>\n<td>\n<p>Skland\u017eiai integruojasi su Dynamics 365 CRM ir kitomis Microsoft ir programomis.<\/p>\n<\/td>\n<td>\n<p>Nat\u016brali integracija su Dynamics 365 CRM, bet yra galimyb\u0117 i\u0161orinei integracijai.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><strong>Pritaikymas<\/strong><\/p>\n<\/td>\n<td>\n<p>Labai lengvai pritaikomos ataskaitos ir \u012frankiai su pla\u010diomis \u012fmon\u0117s stiliaus ir i\u0161d\u0117stymo parinktimis.<\/p>\n<\/td>\n<td>\n<p>Minimali galimyb\u0117 koreguoti ir pritaikyti.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><strong>Dirbtinis intelektas ir prognoz\u0117s<\/strong><\/p>\n<\/td>\n<td>\n<p>Integruotos dirbtinio intelekto funkcijos, kuriomis galima atlikti i\u0161sami\u0105 analiz\u0119 ir prognozes.<\/p>\n<\/td>\n<td>\n<p>Microsoft vysto dirbtinio intelekto funkcijas, tad nors ir \u0161iuo metu ma\u017eesn\u0117s galimyb\u0117s, numatomas j\u0173 i\u0161pl\u0117timas.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><strong>I\u0161laidos<\/strong><\/p>\n<\/td>\n<td>\n<p>Power BI licencijos yra mokamos, ta\u010diau galima \u012fsigyti ir nemokam\u0105 versij\u0105.<\/p>\n<\/td>\n<td>\n<p>Kaina \u012ftraukta \u012f Dynamics 365 CRM licencij\u0105. Papildomai kainuoja i\u0161pl\u0117stin\u0117s funkcijos ir saugykla.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><strong>Nauj\u0173 vartotoj\u0173 apmokymas<\/strong><\/p>\n<\/td>\n<td>\n<p>Sud\u0117tingiau i\u0161mokti, ypa\u010d i\u0161pl\u0117stini\u0173 funkcij\u0173 naudojimo, ta\u010diau yra daug mokymosi i\u0161tekli\u0173.<\/p>\n<\/td>\n<td>\n<p>Vartotojams, jau susipa\u017einusiems su Dynamics 365 CRM, i\u0161mokti lengva. Naujiems vartotojams gali prireikti mokym\u0173.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p><strong>Mobilioji prieiga<\/strong><\/p>\n<\/td>\n<td>\n<p>Puikus mobili\u0173j\u0173 program\u0117li\u0173 palaikymas, kad gal\u0117tum\u0117te pasiekti ataskaitas \u012fvairiuose \u012frenginiuose.<\/p>\n<\/td>\n<td>\n<p>Galimyb\u0117 naudotis mobili\u0105ja prieiga.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Kaip pasirinkti? Apsvarstykite savo unikalius poreikius<\/h2>\n<p>Power BI vs Dynamics 365 CRM pasirinkimo sprendim\u0105 lemia unikal\u016bs j\u016bs\u0173 organizacijos poreikiai, prioritetai ir \u012fg\u016bd\u017eiai. Jei j\u016bs\u0173 d\u0117mesys neapsiriboja vien CRM procesais, bet reikalauja platesn\u0117s analiz\u0117s apimties, Power BI gali b\u016bti tinkamas sprendimas. Ir atvirk\u0161\u010diai, jei \u012f klientus orientuotos ataskaitos yra j\u016bs\u0173 veiklos pagrindas ir integruotas CRM sprendimas atitinka j\u016bs\u0173 poreikius, Dynamics 365 CRM gal\u0117t\u0173 b\u016bti strateginis pasirinkimas. Atid\u017eiai \u012fvertinkite funkcijas, integracijos galimybes ir vartotoj\u0173 patirt\u012f, atitinkan\u010di\u0105 j\u016bs\u0173 komandos kompetencij\u0105. Priimkite pagr\u012fst\u0105 sprendim\u0105, kuris padidins j\u016bs\u0173 duomen\u0173 analiz\u0117s galimybes.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tinkamai pasirinkti\u00a0 duomen\u0173 analiz\u0117s \u012frankiai gali stipriai \u012ftakoti organizacijos geb\u0117jim\u0105 generuoti \u012f\u017evalgas ir priimti pagr\u012fstus sprendimus. Tiek Microsoft Power BI, tiek Dynamics 365 CRM ataskaitos gali atliepti skirtingus \u012fmoni\u0173 poreikius. Norint i\u0161naudoti ataskait\u0173 teikiamas galimybes, labai svarbu atsi\u017evelgti \u012f konkre\u010dias kiekvienos platformos si\u016blomas funkcijas ir ypatybes. \u0160iame straipsnyje pla\u010diau panagrin\u0117sime Power BI ir Dynamics 365 [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":33248,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[141,40,174],"tags":[],"class_list":["post-33268","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-lt","category-dynamics-365-lt","category-power-bi-lt"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.7.1 (Yoast SEO v28.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Power BI vs Dynamics 365 CRM ataskait\u0173 rengimo funkcijos | GO-ERP<\/title>\n<meta name=\"description\" content=\"Palyginkite Power BI ir D365 CRM ataskaitas, kad gal\u0117tum\u0117te optimaliai analizuoti versl\u0105. 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