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

The filled map


Geographical visualization with maps is one of the newest reporting options sales teams are using to analyze data. Out of the box, Power BI provides interactive Geo-Map visualization options supported by Bing Maps.

Just like Dynamics CRM 2015 leverages Bing Maps to search the account and contact location based on address fields, so does Power BI Maps.

Tip

If a field in a queries dataset is an address type field, such as city, state, zip code, county, or country, it will automatically be resolved by Bing maps and return the geo-fence latitude and longitude without any user input.

There are two types of maps visualization in the Power BI Designer. The Bubble Map is a global 3D display and the filled map is a flat display.

With the filled map, we will be able to see the sales revenue numbers by each state and city. Using a report like this will be instrumental in expanding a sales team. Later, we will connect the practice and salesperson data to this map, displaying a deeper reporting...