Building Dynamics CRM 2015 Dashboards with Power BI by Steve Ivie

By Steve Ivie

Build interactive and analytical revenues productiveness dashboards for Dynamics CRM 2015 with energy BI

About This Book

  • Create Dynamics CRM studies utilizing energy BI for workplace 365 and gear BI Designer
  • Discover top practices to construct and installation those dashboards to strength BI websites and Dynamics CRM 2015
  • Learn how you can expand dashboard to cellular iPad and floor energy BI apps

Who This publication Is For

This e-book is meant for all Dynamics CRM 2015 users—administrators, managers, enterprise analysts, or document writers who're new to making dashboards utilizing strength BI and Dynamics CRM. it might be valuable to have a simple wisdom of the Dynamics CRM 2015 platform, yet no past adventure is required.

What you are going to Learn

  • Organize and consolidate Dynamics CRM 2015 datasets
  • Add summaries and visualizations utilizing charts and maps
  • Enhance information readability with filters, slicers, timelines
  • Improve research through becoming a member of different info sources
  • Deploy and current the dashboard to strength BI for place of work 365 site
  • Use the complicated Q/A performance with strength BI to question info within the dashboard graphs and charts
  • Connect the dashboards to Dynamics CRM 2015
  • Extend performance with energy BI cellular apps

In Detail

Dynamics CRM 2015 holds a wealth of knowledge approximately shoppers and the revenues pipeline, yet occasionally leaves clients with simple end-user reporting and dashboard techniques. strength BI is a brilliant new instrument for studying and providing info, giving us the power to dig deeper into the data. With the elevated requests for real-time revenues analytics, energy BI while attached to Dynamics CRM deals a self-service method of construct, form, and current info via an easy-to-use interface. The set of beneficial properties inside energy BI will provide all clients a device to generate real-time revenues productiveness reviews and dashboards to augment their revenues performance.

This publication will give you the talents you want to how to construct and current Dynamics CRM 2015 revenues dashboards utilizing energy BI. It follows a step by step strategy to construct an interactive dashboard by means of organizing and consolidating datasets, enhancing the feel and appear of graphs, charts, and maps, and adorning info readability with filters and slicers.

By sequentially operating throughout the steps in each one bankruptcy, you are going to the right way to use the facility BI Q/A performance to question information within the dashboard, expand the dashboards to the cellular apps for the iPad and floor, and leverage the pre-built workbook template supplied via Microsoft for Dynamic CRM 2015 revenues, provider, and advertising dashboards.

Style and approach

A step by step method of construction an influence BI pushed Dynamics CRM dashboard defined in an easy-to-follow sort. each one subject is defined sequentially within the means of making a dashboard, and particular causes of the elemental and complex gains of strength BI and Dynamics CRM that attract the wishes of readers with quite a lot of stories also are included.

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