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

Power BI sites


Power BI sites for Office 365 is yet another way to build interactive reports and dashboards. Stacked with a handful of built-in connectors for the Dynamics CRM, Dynamics Marketing, and SSAS applications, it can be very useful to model data from anywhere you are. The Power BI site has lots of the same core capabilities as the Power BI Designer tool.

Tip

There are two version of the Power BI subscription. The Base Power BI is free with any version of Office 365. Power BI Pro is an additional cost per data capacity limit. For information about the cost of Power BI, refer to https://powerbi.microsoft.com/pricing.

Power BI for Office 365 sites differs from the Power BI Designer in a few ways, but not many.

With Power BI for the Office 365 site, we can:

  • Access the report and data anywhere where we can get online

  • Configure the automatic report refresh schedule

  • Collaborate with others on the reports and data

  • Maintain a single data catalog that multiple users can build reports from

  • Connect...