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

Why not use an IFrame?


Although it is most certainly true that the most ideal way to show Power BI for the Office 365 site dashboard and/or report should be straight from the IFrame in Dynamics CRM, just like the way Power View add-in from Excel uploaded to SharePoint does, this is not possible with the Power BI site for Office 365 at the moment because Power BI will not allow itself to be loaded into IFrames due to security reasons. If you attempt to add the Power BI for Office 365 dashboard and report link to IFrame using the properties form, you will be prompted with an unresponsive Sign In page:

The Power BI site Sign In from Dynamics CRM

Although there may be possible custom-developed solutions to get around presenting the dashboards in Dynamics CRM, it would include the advanced implementation configuration that we will not focus on in this book.