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

Creating duplicate datasets


Before you begin to create your summarized datasets, you need to make duplicate copies of the current opportunity and product datasets to work from. In this book, you need to create three new duplicate datasets based on the main opportunities dataset to be used for the sales productivity report summary information. Perform the following steps:

  1. Navigate to the Opportunities dataset, right-click on it, and select Duplicate:

  2. Once the duplicate table is created, follow the same methods you learned in Chapter 2, Organizing and Consolidating Dynamics CRM 2015 Datasets for renaming a dataset and removing columns. Use the following list as guidance:

    • Group by territory and product:

      Territory

      Name

      Amount

    • Pivot by sales stage:

      Practice

      Salesperson

      Qualify

      Develop

      Propose

    • Calculated days for open sales:

      Name

      Customer

      Practice

      Estimated Amount

      Days Open