Download Building Dynamics CRM 2015 Dashboards with Power BI by Steve Ivie PDF

By Steve Ivie

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

About This Book

  • Create Dynamics CRM reviews utilizing energy BI for place of work 365 and tool BI Designer
  • Discover most sensible practices to construct and install those dashboards to energy BI websites and Dynamics CRM 2015
  • Learn tips on how to expand dashboard to cellular iPad and floor energy BI apps

Who This ebook Is For

This publication 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 event is required.

What you'll 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 via becoming a member of different information sources
  • Deploy and current the dashboard to strength BI for place of work 365 site
  • Use the complex Q/A performance with strength BI to question information within the dashboard graphs and charts
  • Connect the dashboards to Dynamics CRM 2015
  • Extend performance with strength BI cellular apps

In Detail

Dynamics CRM 2015 holds a wealth of data approximately buyers and the revenues pipeline, yet occasionally leaves clients with uncomplicated end-user reporting and dashboard ideas. energy BI is a brilliant new device for examining and featuring facts, giving us the power to dig deeper into the knowledge. With the elevated requests for real-time revenues analytics, strength BI while hooked up to Dynamics CRM bargains a self-service method of construct, form, and current info via an easy-to-use interface. The set of beneficial properties inside of energy BI will supply all clients a device to generate real-time revenues productiveness stories and dashboards to reinforce their revenues performance.

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

By sequentially operating throughout the steps in each one bankruptcy, you are going to easy methods to use the facility BI Q/A performance to question info within the dashboard, expand the dashboards to the cellular apps for the iPad and floor, and leverage the pre-built workbook template supplied by means of Microsoft for Dynamic CRM 2015 revenues, carrier, and advertising and marketing dashboards.

Style and approach

A step by step method of development an influence BI pushed Dynamics CRM dashboard defined in an easy-to-follow kind. every one subject is defined sequentially within the means of making a dashboard, and particular motives of the elemental and complex beneficial properties of energy BI and Dynamics CRM that attract the wishes of readers with a variety of reports also are included.

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