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 11. Starting with the Built-in Dashboard Templates

Wouldn't it be nice if we could just start with a good sales dashboard template like the ones that come out of the box with Dynamics CRM 2015 dashboards?

Well, you can. Power BI for Office 365 sites include native connectors that load the sales management dashboard for Dynamics CRM 2015. This dashboard is loaded with prebuilt reports and datasets around the Sales Pipeline Management.

Along with the Dynamics CRM 2015 sales manager template, there are also templates for marketing and service that can be added.

In this chapter, you will learn how to get started with the Dynamics CRM 2015 dashboard templates by doing the following:

  • Loading the sales manager dashboard

  • Exploring future dashboards for marketing and service