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 Reviewers

Guillermo Barker is an electrical engineer from Universidad de Chile. He is also a CRM consultant and was awarded certifications in Microsoft MCT and MAP last year.

Prior to working as an operations manager at CMetrix, Guillermo spent almost 25 years in service management with a variety of CRM platforms. This experience gave him a wide knowledge about how to design and configure the different capabilities required in implementing a Dynamics CRM and how they can impact user adoption.

Additionally, he has helped many companies with CRM and its installation, deployment, reporting, and configuration. Guillermo is also a trainer at Golden Training and Comunidad CRM (www.comunidadcrm.com). He is a frequent contributor to Comunidad CRM on the Internet and has reviewed the following books for Packt Publishing:

  • Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

  • Microsoft Dynamics CRM Customization Essentials

You can read more about Guillermo at http://www.linkedin.com/profile/view?id=32635763&trk=tab_pro. He blogs at http://www.comunidadcrm.com/guillermobarker/.

Dave Corun is employed at Avanade Inc. in the Dynamics CRM Service department. He possesses extensive skills in ASP.NET, Silverlight, SQL Server, Microsoft Dynamics CRM, performance, and load testing. With 19 years of experience, Dave has led development teams and was the architect of several large web applications before joining Avanade. He was also a senior technical instructor at New Horizons, leveraging his extensive development experience.

Dave is recognized as a thought leader and reviews books related to Microsoft technologies for Manning Publications and Packt Publishing.

Guido Preite is a software engineer and is working with Microsoft Dynamics CRM since 2010. He has extensive experience in implementing Dynamics CRM in several industries, such as packaging, luxury goods, ground engineering, and automotive. Guido is an active member of Dynamics Community and Stack Overflow. He currently works at eCraft Oy Ab, a Finnish Microsoft Gold Certified Partner focused on ERP and CRM solutions. You can find his technical blog at http://www.crmanswers.net/.

In 2015, Guido became the Dynamics CRM MVP.