Killing the Spreadsheet: How D365 CE (CRM) and Power BI are Transforming the Construction Industry!

  • Tuesday, October 11, 2022:11:00 AM - 12:00 PM
  • Room: Suwannee 1 - Convention Center, Mezzanine
  • Session Number:  637


Learn how construction organizations are managing their opportunity pipeline in an intelligent way. By leveraging Power BI and CE this session will explore real-world examples of how construction businesses are: Solving the gap between prospecting and scheduling Creating engaging and intelligent reporting Empowering salespeople to intelligently track opportunities Generating real-time forecasting data models

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Learning Objectives

Learn how to strategically sell deals by understanding influencer organizations
Bridge the gap between sales, project management, & executives
Make data entry easier & the end-result more interactive for management.
Marry WIP & Pipeline forecasting into a streamlined & seamless process



Tim White
Director of Strategic Initiatives
Cargas Systems
Tyler Lambert
Systems Consultant