Book Image

Building Dynamics CRM 2015 Dashboards with Power BI

By : Steve Ivie
Book Image

Building Dynamics CRM 2015 Dashboards with Power BI

By: Steve Ivie

Overview of this book

<p>Dynamics CRM 2015 holds a wealth of information about customers and the sales pipeline, but sometimes leaves users with basic end-user reporting and dashboard options. Power BI is a great new tool for analyzing and presenting data, giving us the ability to dig deeper into the information. With the increased requests for real-time sales analytics, Power BI when connected to Dynamics CRM offers a self-service approach to build, shape, and present data through an easy-to-use interface. The set of features within Power BI will give all users a tool to generate real-time sales productivity reports and dashboards to enhance their sales performance.</p> <p>This book will provide you with the skills you need to learn how to build and present Dynamics CRM 2015 sales dashboards using Power BI. It follows a step-by-step process to build an interactive dashboard by organizing and consolidating datasets, improving the look and feel of graphs, charts, and maps, and enhancing data clarity with filters and slicers.</p> <p>By sequentially working through the steps in each chapter, you will learn how to use the Power BI Q/A functionality to query data in the dashboard, extend the dashboards to the mobile apps for the iPad and Surface, and leverage the pre-built workbook template provided by Microsoft for Dynamic CRM 2015 sales, service, and marketing dashboards.</p>
Table of Contents (18 chapters)
Building Dynamics CRM 2015 Dashboards with Power BI
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Chapter 10. Extend Your Dashboards to Mobile Apps

Mobile apps are the wave of the future and are becoming the easiest way to access data. Whether it's your tablet or mobile phone, always having access to your company's information is the only way to go.

Let's say you are the sales manager and want to see the sales pipeline information, but you do not have any means to do so. Maybe, you are traveling and do not have immediate access to a computer, but need to quickly query some data.

The answers are in the Power BI app. Power BI has a native app for Windows and iOS. This works with both tablets and phones. In this chapter, you will learn how to present the sales productivity dashboard using these apps:

  • Getting the Power BI app

  • Deploying the Power BI app for Surface

  • Deploying the Power BI app for iOS