Since the Dynamics CRM application is based on the relational database model, we already have connected relationships between the entities built-in for us. To leverage the predefined relationships in the Power BI Designer, we need to verify that the setting for Relationships is set to detect automatically. Navigate to File | Options and Settings | Options and make sure that under CURRENT FILE, the Autodetect new relationships after data is loaded option is selected:
Building Dynamics CRM 2015 Dashboards with Power BI
By :
Building Dynamics CRM 2015 Dashboards with Power BI
By:
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
Free Chapter
Getting Dynamics CRM 2015 Data into Power BI
Organizing and Consolidating Dynamics CRM 2015 Datasets
Building Summaries and Custom Calculations
Improving the Look and Feel by Adding Charts, Tables, and Maps
Enhance Data Clarity Using Filters and Slicers
Adding ERP Data
Deploy and Present Reports to the Power BI Site
Using Power BI Q&A to Get Results
Extending the Sales Productivity Dashboard within Dynamics CRM 2015
Extend Your Dashboards to Mobile Apps
Starting with the Built-in Dashboard Templates
Index
Customer Reviews