Wouldn't it be nice if we could just start with a good sales dashboard template like the ones that come out of the box with Dynamics CRM 2015 dashboards?
Well, you can. Power BI for Office 365 sites include native connectors that load the sales management dashboard for Dynamics CRM 2015. This dashboard is loaded with prebuilt reports and datasets around the Sales Pipeline Management.
Along with the Dynamics CRM 2015 sales manager template, there are also templates for marketing and service that can be added.
In this chapter, you will learn how to get started with the Dynamics CRM 2015 dashboard templates by doing the following: