Case Study: Lam Research achieves real-time embedded sales reporting with Microsoft Dynamics 365 CRM and Power BI by KPI Partners

Lam Research uses KPI Partners to embed Power BI analytics across 10,700-employee CRM sales operations

Lam Research, a $4.3 billion semiconductor company, needed a transactional reporting solution for its Microsoft Dynamics 365 CRM (Symphony) Sales application. Their challenge was to enable different sales teams to analyze their own data, such as opportunities and estimated revenue, directly within the CRM, moving away from a manual Excel-based process. KPI Partners was engaged to address this need using Power BI and the existing Dataverse platform.

KPI Partners designed and delivered a Power BI model and built complex reports embedded within the Dynamics 365 CRM application. The solution provided real-time data analysis, dynamic revenue calculations, and a built-in security model from Dataverse. As a result, users switched from manual Excel reporting to using these embedded Power BI reports, gaining the ability to easily track, analyze, and view revenue segregation in a scoreboard format directly within their CRM system.

Lam Research