Loading the Dynamics CRM 2015 sales manager template is as simple as connecting to the CRM site. Once you connect to Dynamics CRM 2015 with the connector, the data will be loaded to the Power BI for the Office 365 site. This is simple.
Here is how it is done:
In Power BI for Office 365, select the Get Data link in the bottom-left corner of the window. Once the Get Data selection appears, under Content Pack Library, choose Services:
Select the connection option for Microsoft Dynamics CRM and then click on Connect:
Using the same steps as in Chapter 1, Getting Dynamics CRM 2015 Data into Power BI, add the OData Service URL to the Configure Dynamics CRM Sales window and click on Next:
Once prompted for Authentication Method on the Configure Dynamics CRM Sales window, select oAuth2:
The Sales Manager dashboard will begin to load. Wait until each pane shows the data:
The Sales Manager dashboard operates just like the sales productivity...