Building Dynamics CRM 2015 Dashboards with Power BI

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

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, 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

In Detail

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.

Style and approach

A step-by-step approach to building a Power BI driven Dynamics CRM dashboard explained in an easy-to-follow style. Each topic is explained sequentially in the process of creating a dashboard, and detailed explanations of the basic and advanced features of Power BI and Dynamics CRM that appeal to the needs of readers with a wide range of experiences are also included.

使用Power BI為Dynamics CRM 2015建立互動和分析銷售生產力儀表板

關於本書
- 使用Power BI for Office 365和Power BI Designer創建Dynamics CRM報告
- 探索在Power BI網站和Dynamics CRM 2015上建立和部署這些儀表板的最佳實踐
- 學習如何將儀表板擴展到移動iPad和Surface Power BI應用程式

本書適合對使用Power BI和Dynamics CRM創建儀表板新手的所有Dynamics CRM 2015使用者，包括管理員、經理、業務分析師或報告撰寫人。對Dynamics CRM 2015平台有基本知識會有所幫助，但不需要有先前的經驗。

你將學到什麼
- 組織和整合Dynamics CRM 2015數據集
- 使用圖表和地圖添加摘要和可視化效果
- 通過過濾器、切片器和時間軸提高數據清晰度
- 通過連接其他數據源改進分析
- 將儀表板部署和呈現到Power BI for Office 365網站
- 使用Power BI的高級問答功能在儀表板圖表中查詢數據
- 將儀表板連接到Dynamics CRM 2015
- 使用Power BI移動應用程式擴展功能

詳細內容
Dynamics CRM 2015擁有豐富的關於客戶和銷售管道的信息，但有時會給用戶留下基本的最終用戶報告和儀表板選項。Power BI是一個很好的新工具，用於分析和呈現數據，使我們能夠更深入地瞭解信息。隨著對實時銷售分析的需求增加，連接到Dynamics CRM的Power BI提供了一種自助方式來通過易於使用的界面構建、塑造和呈現數據。Power BI的一系列功能將為所有用戶提供一個工具，以生成實時銷售生產力報告和儀表板，以提升其銷售業績。

本書將為您提供使用Power BI建立和呈現Dynamics CRM 2015銷售儀表板所需的技能。它按照一個步驟一個步驟的過程來建立一個互動式儀表板，通過組織和整合數據集，改善圖表、圖形和地圖的外觀和感覺，並通過過濾器和切片器提高數據清晰度。

通過按照每個章節中的步驟進行順序工作，您將學習如何使用Power BI的問答功能在儀表板中查詢數據，將儀表板擴展到iPad和Surface的移動應用程式，以及利用Microsoft為Dynamic CRM 2015銷售、服務和營銷儀表板提供的預建工作簿模板。

風格和方法
本書以一種易於遵循的方式，逐步介紹了使用Power BI驅動的Dynamics CRM儀表板的構建過程。每個主題都按照建立儀表板的過程依次解釋，並詳細解釋了Power BI和Dynamics CRM的基本和高級功能，以滿足讀者的各種經驗需求。