Building Dynamics CRM 2015 Dashboards with Power BI

Build interactive and analytical sales productivity dashboards for Dynamics CRM 2015 with Power BI
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Building Dynamics CRM 2015 Dashboards with Power BI

Steve Ivie

Build interactive and analytical sales productivity dashboards for Dynamics CRM 2015 with Power BI
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Book Details

ISBN 139781785289101
Paperback184 pages

Book Description

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.

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.

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.

Table of Contents

Chapter 1: Getting Dynamics CRM 2015 Data into Power BI
Preparation
Setting up Office 365
Adding Dynamics CRM 2015 Online
Setting up Power BI for the Office 365 site
Installing the Power BI Designer
Reviewing authentication methods
Connecting to Dynamics CRM
Summary
Chapter 2: Organizing and Consolidating Dynamics CRM 2015 Datasets
Before we begin
Planning dataset relationships
Removing unused columns
Preparing column data types
Filtering column values
Combining datasets
Replacing list values
Formatting amounts and dates
Renaming datasets and columns
Summary
Chapter 3: Building Summaries and Custom Calculations
Creating duplicate datasets
Grouping rows
Pivot columns
Calculating fields
Summary
Chapter 4: Improving the Look and Feel by Adding Charts, Tables, and Maps
Getting visual
Starting a report
The stacked combo chart
The pie chart
Table
The cluster column chart
The clustered bar chart
The filled map
Cards
Putting it all together
Summary
Chapter 5: Enhance Data Clarity Using Filters and Slicers
Filtering your data
Adding filters to the data
Report filters
Adding slicers
Summary
Chapter 6: Adding ERP Data
Getting started
Dynamics GP deployment
Getting new data
Joining customer aging
Building the report
Accessing the ERP data from the cloud
Summary
Chapter 7: Deploy and Present Reports to the Power BI Site
Power BI sites
Uploading the file to the Power BI site
Editing reports within the Power BI site
Reporting visualizations to the dashboard
Setting up refresh schedules
Sharing dashboards with people
Summary
Chapter 8: Using Power BI Q&A to Get Results
What is Power BI for Office 365 Q&A?
Asking some questions
Pinning the results to the dashboard
Sharing your results on the fly
Voice to text options
Summary
Chapter 9: Extending the Sales Productivity Dashboard within Dynamics CRM 2015
Configuring Internet Explorer
Configuring the web resource
Creating the Dynamics CRM solution
Updating the Sitemap
Why not use an IFrame?
What is coming in the near future?
Summary
Chapter 10: Extend Your Dashboards to Mobile Apps
Getting the Power BI app
Using the Surface app
Using the iOS app
Summary
Chapter 11: Starting with the Built-in Dashboard Templates
Loading the sales manager dashboard
What's coming next?
Summary

What You Will Learn

  • Organize and consolidate Dynamics CRM 2015 datasets
  • Add summaries and visualizations using charts and maps
  • Enhance data clarity with filters, slicers, timelines
  • Improve analysis by joining other data sources
  • Deploy and present the dashboard to Power BI for Office 365 site
  • Use the advanced Q/A functionality with Power BI to query data in the dashboard graphs and charts
  • Connect the dashboards to Dynamics CRM 2015
  • Extend functionality with Power BI mobile apps

Authors

Table of Contents

Chapter 1: Getting Dynamics CRM 2015 Data into Power BI
Preparation
Setting up Office 365
Adding Dynamics CRM 2015 Online
Setting up Power BI for the Office 365 site
Installing the Power BI Designer
Reviewing authentication methods
Connecting to Dynamics CRM
Summary
Chapter 2: Organizing and Consolidating Dynamics CRM 2015 Datasets
Before we begin
Planning dataset relationships
Removing unused columns
Preparing column data types
Filtering column values
Combining datasets
Replacing list values
Formatting amounts and dates
Renaming datasets and columns
Summary
Chapter 3: Building Summaries and Custom Calculations
Creating duplicate datasets
Grouping rows
Pivot columns
Calculating fields
Summary
Chapter 4: Improving the Look and Feel by Adding Charts, Tables, and Maps
Getting visual
Starting a report
The stacked combo chart
The pie chart
Table
The cluster column chart
The clustered bar chart
The filled map
Cards
Putting it all together
Summary
Chapter 5: Enhance Data Clarity Using Filters and Slicers
Filtering your data
Adding filters to the data
Report filters
Adding slicers
Summary
Chapter 6: Adding ERP Data
Getting started
Dynamics GP deployment
Getting new data
Joining customer aging
Building the report
Accessing the ERP data from the cloud
Summary
Chapter 7: Deploy and Present Reports to the Power BI Site
Power BI sites
Uploading the file to the Power BI site
Editing reports within the Power BI site
Reporting visualizations to the dashboard
Setting up refresh schedules
Sharing dashboards with people
Summary
Chapter 8: Using Power BI Q&A to Get Results
What is Power BI for Office 365 Q&A?
Asking some questions
Pinning the results to the dashboard
Sharing your results on the fly
Voice to text options
Summary
Chapter 9: Extending the Sales Productivity Dashboard within Dynamics CRM 2015
Configuring Internet Explorer
Configuring the web resource
Creating the Dynamics CRM solution
Updating the Sitemap
Why not use an IFrame?
What is coming in the near future?
Summary
Chapter 10: Extend Your Dashboards to Mobile Apps
Getting the Power BI app
Using the Surface app
Using the iOS app
Summary
Chapter 11: Starting with the Built-in Dashboard Templates
Loading the sales manager dashboard
What's coming next?
Summary

Book Details

ISBN 139781785289101
Paperback184 pages
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