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

Pinning the results to the dashboard


Pinning results and/or reports to a dashboard in Power BI for Office 365 site offers a very flexible way to view multiple angles of data in one location. Any time you hover over a visualization, the pinning icon will show.

Tip

For the most updated list of all the supported pinnable dashboards, refer to the Power BI link at https://support.powerbi.com/knowledgebase/articles/611046-visualizations-that-can-be-pinned-to-a-dashboard.

When you select the pinned icon (), it may or may not pin the item to the main dashboard based on whether it is supported yet. If an item is pinned successfully, it will alert you with a popup window in the top-right corner of Power BI for the Office 365 site page.

Here is an example of this window:

After pinning each of the preceding Q&A result sets, we now need to move the tiles and adjust the titles.

Here is example of how you do this for the sales productivity dashboard:

  1. Using the methods from Chapter 7, Deploy and Present Reports...