Case Study: Grant Thornton achieves remote client continuity and faster, data-driven selling with Microsoft Power BI

Grant Thornton responds to crisis and adapts business processes with Dynamics 365

Grant Thornton, a large U.S. professional services firm, faced sudden pandemic-driven challenges—limited face-to-face work, strained supply chains, and shifting regulations—that threatened client continuity and service delivery. To adapt its digital selling and risk-assessment processes, Grant Thornton turned to Microsoft Power BI alongside Microsoft Dynamics 365 Sales, Dynamics 365 Sales Insights and Microsoft Teams to gain richer client insights and support remote engagement.

Using Microsoft Power BI and Dynamics 365, the vendor delivered 360-degree client profiles, remote-selling workflows, and integration with the firm’s risk-assessment tools so staff could identify vulnerable areas, create proactive plans, and keep client interactions uninterrupted. The Microsoft Power BI-enabled solution improved speed and reach—helping Grant Thornton connect more broadly with clients, maintain customer experience while working remotely, and focus time and resources where they deliver the greatest value.

Grant Thornton

Nichole Jordan

Regional Managing Partner