Looking at every field in a dataset can become cumbersome and confusing, so the first thing you want to do to organize these Dynamic CRM datasets is to remove unused columns. This will help the performance as well as the view ability of each datasets. Using the dataset list, you need to design a query that only uses the columns that will be used in the reports in the sales productivity dashboard.
The home ribbon on the main Power BI Query window gives you a lot of different options to add and remove columns and records from a dataset. For this book, we will focus on choosing just the columns we need for each dataset.
Tip
If at any time you did need to add or remove just one column at a time, this option is available in the home ribbon or by right-clicking on a column and choosing from the menu that appears.
Here is an example of how to do it: