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.





5 5 2

Similar Books


Microsoft Dynamics CRM 2015 Application Design

Microsoft Dynamics CRM 2015 Application Design

by Mahender Pal

Businesses can have their developers build complete apps or plug-ins and interfaces to suit their business needs. With the application of MS CRM, administrators can alter the content, layout, and business logic for each business use case. Businesses can choose to run Dynamics CRM on their own internal server or to link to web-hosted insta...

Price:  $39.84  |  Publisher:  Packt Publishing  |  Release:  2015

Microsoft Dynamics CRM Customization Essentials

Microsoft Dynamics CRM Customization Essentials

by Nicolae Tarla

Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work wit...

Price:  $26.99  |  Publisher:  Packt Publishing  |  Release:  2014

Beginning Big Data with Power BI and Excel 2013

Beginning Big Data with Power BI and Excel 2013

by Neil Dunlop

In Beginning Big Data with Power BI and Excel 2013, you will learn to solve business problems by tapping the power of Microsoft's Excel and Power BI to import data from NoSQL and SQL databases and other sources, create relational data models, and analyze business problems through sophisticated dashboards and data-driven maps.While Beginni...

Price:  $37.40  |  Publisher:  Apress  |  Release:  2015

Beginning DAX with Power BI

Beginning DAX with Power BI

by Philip Seamark

Attention all SQL Pros, DAX is not just for writing Excel-based formulas! Get hands-on learning and expert advice on how to use the vast capabilities of the DAX language to solve common data modeling challenges.Beginning DAX with Power BI teaches key concepts such as mapping techniques from SQL to DAX, filtering, grouping, joining, pivoti...

Price:  $29.93  |  Publisher:  Apress  |  Release:  2018

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

by Mark Polino

Accounting systems like Microsoft Dynamics GP 2013 hold a wealth of information. Excel 2013 provides a great tool for linking to, extracting, analysing, and presenting that rich data to help companies make better, faster, and smarter decisions.Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 covers how to get the rich, d...

Price:  $24.99  |  Publisher:  Packt Publishing  |  Release:  2013

Salesforce Reporting and Dashboards

Salesforce Reporting and Dashboards

by Johan Yu

Salesforce.com is the leading CRM platform. It offers cloud functionality even at the enterprise level. One of its most powerful features is the ability to build reports and dashboards without code and get a result in minutes. This feature is useful for multinational companies as well as small-scale ones.Salesforce Reporting and Dashboard...

Price:  $34.70  |  Publisher:  Packt Publishing  |  Release:  2015

Microsoft Dynamics CRM 2011 Reporting

Microsoft Dynamics CRM 2011 Reporting

by Damian Sinay

All of the data entered into a CRM means nothing if it is unable to report the important information to our managers and executives in such a way that they can easily and quickly get the results they need. A better reporting system would enable them to make the necessary improvements to the processes that any business needs in a dynamic b...

Price:  $29.08  |  Publisher:  Packt Publishing  |  Release:  2013

Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2011

by Mark AuCoin

Take advantage of all of the latest Dynamics CRM dashboard features for visualizing your most important data at a glance. Understand how iFrames, chart customizations, advanced WebResources and more can improve your dashboards in Dynamics CRM by using this book and eBook. A highly practical cookbook bursting with a range of exciting task-...

Price:  $23.99  |  Publisher:  Packt Publishing  |  Release:  2012