We are using CRM application which uses MYSQL database. we have customized the CRM application for our core process therefore the CRM modules marketing, sales and contacts and opportunities are not made use instead we have completely customized, the solution is deployed on premises.
Challenges: to build/develop certain reports which are very much essential for daily operations and monthly reports and analytics. At present we are taking csv dump from crm and preparing it manually by applying formulas, this is time consuming and resource dependent and as reports are not ready made available therefore end users to depend on the technical resource to export the reports and bring it to the required format and then provided to the end users. We also require analytics from the CRM data.
We are planning to implement SQL Server Reporting Services (SSRS) and integrate with Power BI for analytics the data source will be CRM application either integrated OR excel as input to the SQL Server Reporting Services (SSRS) or Power BI.
Please suggest will this approach work for us.