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Building Dynamics CRM 2015 Dashboards with Power BI

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

About This Book

  • Create Dynamics CRM reports using Power BI for Office 365 and Power BI Designer
  • Discover best practices to build and deploy these dashboards to Power BI sites and Dynamics CRM 2015
  • Learn how to extend dashboard to mobile iPad and Surface Power BI apps

Who This Book Is For

This book is intended for all Dynamics CRM 2015 users?administrators, managers, business analysts, or report writers who are new to creating dashboards using Power BI and Dynamics CRM. It would be helpful to have a basic knowledge of the Dynamics CRM 2015 platform, but no prior experience is required.

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, and timelines
  • Improve analysis by joining other data sources
  • Deploy and present the dashboard to Power BI for the 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 the Power BI mobile apps

In Detail

Building Dynamics CRM 2015 Dashboards with Power BI is a hands-on guide to building and configuring powerful Dynamics CRM dashboards. 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 Dynamics CRM 2015 sales, service, and marketing dashboards.

Building Dynamics CRM 2015 Dashboards with Power BI is your one stop solution for building interactive, analytical Dynamics CRM 2015 dashboards.To view this DRM protected ebook on your desktop or laptop you will need to have Adobe Digital Editions installed. It is a free software. We also strongly recommend that you sign up for an AdobeID at the Adobe website. For more details please see FAQ 1&2. To view this ebook on an iPhone, iPad or Android mobile device you will need the Adobe Digital Editions app, or BlueFire Reader or Txtr app. These are free, too. For more details see this article.

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Ebook Details
Pages: 184
Size: 8.6 MB
Publisher: Packt Publishing
Date published:   2015
ISBN: 9781785280177 (DRM-EPUB)

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This product is listed in the following categories:

Nonfiction > Computers > Business Software
Nonfiction > Computers > Programming > Microsoft Programming
Nonfiction > Computers > Business Software > Business Intelligence Tools

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