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

Updating the Sitemap


Now that you have a new solution, we need to add navigational links to Dynamics CRM to point to the HTML menu web page so that we can easily find it. We can do this by updating the Dynamics CRM Sitemap. The Sitemap is basically the main layout of the Dynamics CRM navigation and menu links. Having a Dynamics CRM Sitemap ready to link to the Power BI menu web page with links to the sales productivity dashboard and reports should be pretty easy if we have the right to do so.

Tip

Adding any type of external site links to Dynamics CRM can always be a challenge. Until the native Power BI IFrame functionality is available in Dynamics CRM, there will always be environmental concerns involving operations systems, browsers, and the user security. You may have to do a little trial and error to get the Power BI dashboard working with Dynamics CRM.

To adjust the Sitemap we follow the same steps as we did to add a Web Resource to the Solution, but instead, this time we export and edit...