Building Dynamics CRM 2015 Dashboards with Power BI

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



Bookstore > Books > Building Dynamics CRM 2015 Dashboards with Power BI

Building Dynamics CRM 2015 Dashboards with Power BI
Price$24.99 - $55.93
Rating
AuthorSteve Ivie
PublisherPackt Publishing
Published2015
Pages184
LanguageEnglish
FormatPaper book / ebook (PDF)
ISBN-101785289101
ISBN-139781785289101
EBook Hardcover Paperback

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.





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