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

Chapter 8. Using Power BI Q&A to Get Results

Once you deploy your sales productivity reports to Power BI for the Office 365 site, you have many different ways to analyze your data, but what if you could formulate a series of queries-based textual questions and your dashboard could show you the results you asked for?

Let's say you are the sales manager and you want to see the sales pipeline information by stage, territory, or practice, but you do not have the means to point-and-click and render the results.

The Power BI site for Office 365, using native functionality that allows written Q&A or, in the near future, spoken words, to formulate results from your dashboard is another great way to query the data.

In this chapter, you will learn how to use the Q&A functionality in the sales productivity dashboard by:

  • Learning how to use the responsive Q&A functionality

  • Pinning Q&A results to the sales productivity dashboard

  • Sharing Q&A entries with other users

  • Discussing voice to...