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

Reporting visualizations to the dashboard


Executives always want to see a single dashboard with all their data. In the past, this seemed like an impossible request, but now with Power BI for Office 365 sites, there is a self-service functionality where users can pin their report visualizations to a dashboard. We can add multiple tiles from one report or a single tile from multiple reports. When a tile is selected, it opens the report page that contains the original visualization.

Tip

Some visualizations cannot be pinned at this time. The only visualizations that you can currently pin to a dashboard are bar, column, combo, gauge, line pie charts, cards, basics maps, scatter and bubble charts, images, tables and single card tiles. The future releases of Power BI will include more options.

For our sales productivity dashboard page, we need to pin all the supported visualizations that we have to the dashboard as tiles. After this, rename each tile as follows:

  • Deals Closed: This specifies Estimated...