Microsoft Dynamics CRM


A flexible pre-set Dynamics CRM data model that can be easily customized, makes ZAP BI quick to deploy. Users can quickly access accurate insight from across the CRM, from service management to lead generation and opportunities.
Out-of-the-box data connectors automate the process of integrating data from other business systems and data sources, along with data from the CRM. This empowers customers with a central hub for all their data from which to create accurate, business-wide insight.
Flexible pre-set analytics and role-based dashboard are available out-of-the-box. Users get access to industry standard KPIs and calculations from which to track business performance.

Built for Microsoft Dynamics CRM
ZAP BI for Microsoft Dynamics CRM goes beyond extracting data from CRM 2011, 2013, 2015, and 2016—whether on-premises or online.
Deep integration with Microsoft Dynamics CRM improves data modeling, deployment, and user experience. ZAP BI’s smart data sources for Dynamics CRM, enables the deployment of governed BI solutions much quicker than other traditional tools.

A pre-set, configurable data model is fast and flexible
A pre-set Dynamics CRM data model that is highly configurable enables fast deployments and the flexibility to meet individual needs. Customers get a governed data source in days, rather than weeks or months. Users access valuable insight from Marketing, Sales, and Services, quicker, for faster time-to-value.
ZAP BI is deployable on-premises, in the cloud, or a hybrid of the two. Highly scalable, ZAP BI meets the needs of businesses as their system infrastructure, their CRM and their businesses grow.
Data connectors make it simple to aggregate data from other systems and data sources to build increasingly rich insight from across the business. Whether integrating existing systems, implementing new applications, or growing through acquisition. ZAP BI ensures businesses maintain data integrity and build accurate, holistic insight as the business changes.

Integrate disparate data for richer insight 
Pre-built data connectors automate the collection of data from other systems and data sources. Data is collected, organized, and integrated into a central data hub, without the need for any code or technical expertise. ZAP BI for Dynamic CRM makes it simpler for businesses to combine their data to obtain business-wide insight across all functions and operating units.

Powerful data modeling
ZAP BI for Dynamics CRM provides powerful modeling capabilities that are accessed via a graphical, user-friendly interface. This means data models can be customized to meet the most demanding needs, without high levels of in-house technical expertise.
Data migration is automated from any source, as is the creation of Extract, Load, Transform (ELT) processes. The system creates and configures data warehouses. Multi-dimensional database creation is automated, enabling cross-functional analysis, data aggregation, hierarchies, and additional metadata.

Strong data governance, as standard
Four security levels and sophisticated, yet simple to apply permission controls ensure business data and information is secure. ZAP BI for Dynamics CRM provides a highly governed data model that delivers strong data security, quality and usage control as standard.
Customizable pre-built dashboards in ZAP BI deliver usage auditing information that enables system optimization and hardware planning. Lifecycle management tools, such as data comparison and batch validations support smooth upgrades between versions, ensuring business continuity.

Configurable, role-based dashboards and analytics
ZAP BI for Dynamics CRM comes with pre-set, role-based dashboards for businesses using Dynamics CRM for sales force automation (SFA) and pipeline management. Highly configurable, users can build views to meet their own specific needs easily, with drag and drop functionality. All analytics including graphs, pivots, tables and charts can be stored and published for sharing.
Best practice KPIs and calculations provide industry standard measurement of business performance, across Marketing, Sales, and Services.
A dynamic user experience enables drill through, up and down across every element on the screen. Users are empowered to explore underlying data, relationships, and driving factors behind their information.