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

Planning dataset relationships


Now that you have the Power BI Designer setting configured to autodetect the entity relationship, you need to organize the datasets needed for the sales productivity dashboard. To verify this, you will need to review the loaded Dynamic CRM entities and organize the relationships. In this chapter, we will use the following dataset list as the backbone for our sales productivity reports and columns to build the sales productivity dashboard:

  • SystemUserSet (The Dynamics CRM User table)

    • SystemUserId

    • Territory

    • Business Unit

  • LeadSet (Lead Records)

    • LeadId

    • Lead Source

  • OpportunitySet (Opportunity Records)

    • OpportunityID

    • Originating Lead (LeadSet: LeadId)

    • Account

    • Owner (SystemUserSet: SystemUserId)

    • Estimated Close Date

    • Estimated Amount

    • Actual Close Date

    • Actual Close Amount

    • Sales Stage

    • Status

    • Territory (SystemUserSet: Territory)

    • Business Unit (SystemUserSet: Business Unit)

  • AccountSet (Account Records)

    • AccountId

    • AccountNumber

    • Address1_City

    • Address1_StateOrProvince

Understanding the querying process...