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

Asking some questions


So how do we ask Power BI a question? At the top of the Power BI for the Office 365 site page, there is an entry field for a question. The results will render a display in the form of visualizations. By entering a question, Power BI Q&A finds the chart and the table of map to represent the answer. By just typing a simple questions into the Sales Productivity text box, we can begin to see the power of the Q&A functionality.

Before you start to add some questions to the sales productivity dashboard, there are a few things to know. The Power BI for Office 365 site is available in 44 different languages.

Tip

For more information about the languages supported by Power BI for Office 365, refer to https://support.powerbi.com/knowledgebase/articles/559626-supported-languages-for-power-bi.

When you type natural language queries with Power BI Q&A, there are only the following keyword search types that you can specify in the query:

  • Columns and tables

  • Data values

  • Relationships...