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

Summary


In this chapter, we reviewed a quicker way to get started with Power BI and Dynamics CRM 2015 with the native sales manager template. We also discussed the rapid release of new enhancements and templates as the Power BI application grows.

We looked at how to build a sales productivity dashboard from scratch with Dynamics CRM and Power BI. Along the way, we explored a number of different ways to construct and shape our data so that we can build reports and dashboards for a sales organization. Power BI has a few different tools and delivery options, including Designer, Officer 365 sites, and apps. Allowing end users the option of connecting Power BI to Dynamics CRM and additional sources opens a whole new world to self-served business intelligence. This chapter provided you some insights into how to use this powerful tool, and showed you how to get started with Dynamics CRM 2015 and Power BI.

Now, give it a try and see what you discover. I hope that you have found a brand new insight...