Specific Terms and Conditions for the CRM Power BI

Welcome to Peritos Solutions!  

Please thoroughly read the following Terms of Use, as it may influence your legal rights. In this case, you should also refrain from using these solutions and services. Still, if you have any queries, feel free to contact us.  

The CRM Power BI solution by Peritos enables organizations to unlock valuable insights from their CRM data by leveraging Power BI’s advanced analytics and visualization capabilities. Below are the key terms and conditions applicable to the usage, implementation, and support of the CRM Power BI product:

1. Product Integration and Compatibility

• The CRM Power BI solution is designed to integrate seamlessly with Microsoft Dynamics 365 CRM and Power BI.
• Users must ensure that their Microsoft Dynamics CRM environment is up-to-date and compatible with Power BI integration for optimal performance.
• Real-time connectivity requires proper configuration of data flows and user permissions.

2. Licensing and Access

• Customers must have valid licenses for both Microsoft Power BI and Microsoft Dynamics 365 CRM to use CRM Power BI.
• Subscription fees for Power BI Pro (or higher) may apply for advanced features such as report sharing and real-time dashboards.

3. Data Privacy and Security

• Peritos ensures that CRM Power BI complies with industry standards for data protection, including GDPR and HIPAA (if applicable).
• Customer data processed through CRM Power BI remains within the secure environment of Microsoft Azure infrastructure.
• Users are responsible for defining role-based access control to ensure that only authorized personnel can view sensitive CRM reports and dashboards.

4. Customization and Scalability

• While the base product provides pre-configured dashboards and KPIs, organizations can customize visualizations and reports to meet specific business needs.
• CRM Power BI is scalable to support growing data volumes and complex analytics requirements without compromising performance.

5. Implementation and Support

• A one-time implementation fee may be charged depending on the scope of integration with the customer’s CRM system.
• Peritos provides initial setup assistance and training to ensure smooth deployment.
• Ongoing support includes bug fixes, updates, and troubleshooting within the agreed service level agreement (SLA).

6. Data Governance and Maintenance

• Customers are required to maintain data integrity within their CRM to ensure accurate reporting and analysis.
• Regular maintenance of data connections and report updates is recommended to leverage real-time insights effectively.

7. Limitations of Use

• The CRM Power BI solution is intended for internal business analytics purposes only.
• Redistribution, reselling, or modification of the solution outside the agreed terms is strictly prohibited.

8. Updates and Enhancements

• Regular updates to CRM Power BI will be provided to incorporate new features and address any potential security vulnerabilities.
• Users will be notified in advance of any changes that may affect existing dashboards or reports.