In this chapter, you learned how to combine datasets from Dynamics CRM and Dynamics GP to build a combined Customer Health report, showing a 360 degree view of the sales pipeline information and the actual customer receivables that is outstanding. Using the techniques you learned in Chapter 4, Improving the Look and Feel by Adding Charts, Tables, and Maps, we added visualizations to a new report to add to our sales productivity dashboard.
In the next chapter, Chapter 7, Deploy and Present Reports to the Power BI Site, we will connect to Power BI for the Office 365 site and upload our Power BI Sales Productivity report source file to the site. Once we have the file loaded, we will share and present the information with the sales productivity dashboard.