No Clear View of Your Customers
Data-driven decisions with Power BI and Dynamics 365
Customer behaviour stays out of reach. Decisions are made on gut feel rather than on data.
Typical situations where this challenge surfaces
If one of these cases sounds familiar, it usually pays to take a closer look at process, data and ownership.
Sales without predictive analytics
Sales has no view of which existing customers offer the strongest upsell potential or which are at risk of churning. Opportunities are missed and cancellations arrive as a surprise.
Marketing without measurement
Marketing campaigns launch, but ROI remains unclear. Which channels are working? Which audiences convert? The data needed for sound budget decisions is missing.
Management without early indicators
Management receives monthly reports that are already out of date. Critical developments are recognised too late, so course corrections are reactive instead of proactive.
What's really behind it
Customer behaviour stays out of reach. Decisions are made on gut feel rather than on data.
Customer data exists but is not systematically analysed
Reports are static, outdated and not interactive
No real-time insight into customer behaviour and trends
Decisions rely on gut feel rather than data
Upselling and cross-selling potential goes untapped
What we change together
We make data analysable and visualise the metrics that matter — so strategy rests on evidence.
Power BI implementation for interactive real-time dashboards
Dynamics 365 Customer Insights for 360° customer analytics
Predictive analytics to anticipate customer behaviour
Self-service BI for every business department
What gets noticeably better for your team
No technology for technology's sake — the value has to be visible in daily work.
Data-driven decisions in real time instead of gut feel
Higher conversion thanks to better-prioritised leads and clearer signals
Early detection of churn risk
Sharper marketing budgets through ROI transparency
Self-service analytics reduces dependency on IT
How we start without overloading
Depending on maturity, we start small, validate the value and then expand in a controlled way.
Assessment
We clarify the problem, priority, value and the smallest sensible starting point.
Rapid Delivery
A clearly scoped process is made visible and usable quickly.
Full Implementation
For end-to-end solutions with data model, governance and rollout.
KPI definition
Workshop to define the key metrics for each role. What are the critical success factors?
Data modelling
Build the analytical data model and integrate every relevant data source into Power BI.
Dashboard development
Build dashboards by role — from the executive view down to the operational report for sales.
Predictive analytics
Implement ML models for churn prediction, lead scoring and customer lifetime value.
Enablement & adoption
Train power users, build a self-service BI culture and keep iterating.
Technology as a means, not an end
We pick Dynamics 365, the Power Platform and Azure so they fit your process, your governance and your team.
Business Intelligence
Power BI - interactive dashboards & reports
Power BI Embedded - integration into appsPower BI Mobile - mobile analyticsCustomer Intelligence
Dynamics 365 Customer Insights - Customer Data PlatformAdvanced Analytics
Azure Machine Learning - custom ML modelsAzure Synapse Analytics - data warehouseAzure Data Factory - ETL pipelinesWhat the solution can look like
Indicative building blocks from Dynamics 365 and the Power Platform. The exact shape emerges from your process.
Example view
Power BI executive dashboard
Management dashboard with KPIs, trends and real-time drill-downs
Example view
Customer Insights segmentation
Customer profiles and intelligent segmentation based on behaviour, demographics and transactions
Example view
Predictive analytics dashboard
Churn risk, lead scoring and customer lifetime value predictions visualised
Often relevant in these industries
Industry helps frame the picture. What matters most is the specific process inside your company.
Related challenges
Scattered Customer Data, No Complete Picture
Customer data scattered across CRM, ERP and Excel. An incomplete view leads to poor decisions.
Manual processes
Email and spreadsheets are error-prone, and a lot of time is lost to routine work.
ERP-CRM gap & finance data silo
CRM and ERP live in separate worlds. Master data, orders and invoices are reconciled by hand — with delays, errors and duplicate maintenance.
Contact & Initial Consultation
Let's discuss your challenges
Free Initial Consultation
In a free initial consultation, we identify the levers with the greatest benefit and outline a feasible path to implementation.
- Analysis of your current challenges
- Evaluation of solution approaches
- Roadmap for implementation
info@theiasolutions.ch
Phone
044 561 56 83
Address
Wasserwerkstrasse 2
8006 Zürich