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Building Dynamics CRM 2015 Dashboards with Power BI

Book Description

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.

Table of Contents

  1. Building Dynamics CRM 2015 Dashboards with Power BI
    1. Table of Contents
    2. Building Dynamics CRM 2015 Dashboards with Power BI
    3. Credits
    4. About the Author
    5. About the Reviewers
    6. www.PacktPub.com
      1. Support files, eBooks, discount offers, and more
        1. Why subscribe?
        2. Free access for Packt account holders
        3. Instant updates on new Packt books
    7. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Downloading the example code
        2. Downloading the color images of this book
        3. Errata
        4. Piracy
        5. Questions
    8. 1. Getting Dynamics CRM 2015 Data into Power BI
      1. Preparation
      2. Setting up Office 365
      3. Adding Dynamics CRM 2015 Online
        1. Giving user access
        2. Importing the sample data
        3. Finding the OData connection
      4. Setting up Power BI for the Office 365 site
      5. Installing the Power BI Designer
      6. Reviewing authentication methods
      7. Connecting to Dynamics CRM
        1. Checking requirements
        2. Accessing data
        3. Loading data
        4. Querying the data
      8. Summary
    9. 2. Organizing and Consolidating Dynamics CRM 2015 Datasets
      1. Before we begin
      2. Planning dataset relationships
        1. Understanding the querying process
      3. Removing unused columns
      4. Preparing column data types
      5. Filtering column values
      6. Combining datasets
      7. Replacing list values
      8. Formatting amounts and dates
      9. Renaming datasets and columns
      10. Summary
    10. 3. Building Summaries and Custom Calculations
      1. Creating duplicate datasets
      2. Grouping rows
      3. Pivot columns
      4. Calculating fields
      5. Summary
    11. 4. Improving the Look and Feel by Adding Charts, Tables, and Maps
      1. Getting visual
      2. Starting a report
      3. The stacked combo chart
      4. The pie chart
      5. Table
      6. The cluster column chart
      7. The clustered bar chart
      8. The filled map
      9. Cards
      10. Putting it all together
      11. Summary
    12. 5. Enhance Data Clarity Using Filters and Slicers
      1. Filtering your data
        1. Fly-out
        2. Drill down
        3. Sort
      2. Adding filters to the data
        1. The column filter
        2. The DateTime filter
      3. Report filters
        1. Interacting with report filters
        2. Visualization filters — charts, tables, or maps
        3. Using the page filter
      4. Adding slicers
      5. Summary
    13. 6. Adding ERP Data
      1. Getting started
      2. Dynamics GP deployment
        1. The customer aging script
      3. Getting new data
      4. Joining customer aging
      5. Building the report
      6. Accessing the ERP data from the cloud
      7. Summary
    14. 7. Deploy and Present Reports to the Power BI Site
      1. Power BI sites
      2. Uploading the file to the Power BI site
      3. Editing reports within the Power BI site
      4. Reporting visualizations to the dashboard
        1. Pinning a tile
          1. Renaming a tile
      5. Setting up refresh schedules
      6. Sharing dashboards with people
      7. Summary
    15. 8. Using Power BI Q&A to Get Results
      1. What is Power BI for Office 365 Q&A?
      2. Asking some questions
      3. Pinning the results to the dashboard
      4. Sharing your results on the fly
      5. Voice to text options
      6. Summary
    16. 9. Extending the Sales Productivity Dashboard within Dynamics CRM 2015
      1. Configuring Internet Explorer
      2. Configuring the web resource
      3. Creating the Dynamics CRM solution
      4. Updating the Sitemap
      5. Why not use an IFrame?
      6. What is coming in the near future?
      7. Summary
    17. 10. Extend Your Dashboards to Mobile Apps
      1. Getting the Power BI app
      2. Using the Surface app
      3. Using the iOS app
      4. Summary
    18. 11. Starting with the Built-in Dashboard Templates
      1. Loading the sales manager dashboard
      2. What's coming next?
      3. Summary
    19. Index