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 9. Extending the Sales Productivity Dashboard within Dynamics CRM 2015

Finally, let's say a sales manager logged in to Dynamics CRM and wanted to see the same sales pipeline information by Stage, Territory, or Practice, which he has been looking at in the Power BI for Office 365 sites, but does not want to leave Dynamics CRM.

In this chapter, we will show you various options of how to access sales productivity dashboards and reports from Dynamics CRM with a simple HTML page and menu items from the main navigational section. We will use a published web resource that we loaded to our Dynamics CRM instance, linking us to the Power BI for the Office 365 sales productivity dashboards and reports. We will perform this by:

  • Learning how to configure the Dynamics CRM solution

  • Adding a HTML menu web page with a web resource to Dynamics CRM that links to the Power BI sales productivity dashboards and reports

  • Reviewing issues with OOTB IFrames and future additions to Dynamics CRM with Power BI

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