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

About the Author

Steve Ivie is a Microsoft business solutions advisor and author. He is also the founder of DynShare (www.dynshare.com), a learning and discovery site focused on business productivity, social collaboration, integrated solutions, and business analytics with Dynamics CRM and Office 365.

For 15 years, Steve has been working on business technologies for industries such as finance, biopharmaceutical, healthcare, professional services, manufacturing, sports, and entertainment. He is one of the few people who have a principle-level consulting record and holds professional certifications in Dynamics CRM, Dynamics GP, SharePoint, and business intelligence. Steve is an active speaker of CRMUG and a facilitator at Microsoft Customer Immersion Experience (CIE).

As a solution architect at Tribridge, he is responsible for building and presenting customized business solutions with Microsoft Dynamics CRM and Office 365, in addition to integrating Power BI and marketing Dynamics GP, Dynamics AX, and related ISV products.