Build interactive and analytical revenues productiveness dashboards for Dynamics CRM 2015 with energy BI
About This Book
- Create Dynamics CRM stories utilizing energy BI for workplace 365 and tool BI Designer
- Discover top practices to construct and install those dashboards to strength BI websites and Dynamics CRM 2015
- Learn how you can expand dashboard to cellular iPad and floor strength BI apps
Who This ebook Is For
This e-book is meant for all Dynamics CRM 2015 users—administrators, managers, enterprise analysts, or file writers who're new to making dashboards utilizing strength BI and Dynamics CRM. it might be precious to have a simple wisdom of the Dynamics CRM 2015 platform, yet no past adventure is required.
What you are going to Learn
- Organize and consolidate Dynamics CRM 2015 datasets
- Add summaries and visualizations utilizing charts and maps
- Enhance info readability with filters, slicers, timelines
- Improve research by means of becoming a member of different information sources
- Deploy and current the dashboard to energy BI for workplace 365 site
- Use the complex Q/A performance with energy BI to question info within the dashboard graphs and charts
- Connect the dashboards to Dynamics CRM 2015
- Extend performance with energy BI cellular apps
Dynamics CRM 2015 holds a wealth of knowledge approximately buyers and the revenues pipeline, yet occasionally leaves clients with uncomplicated end-user reporting and dashboard strategies. energy BI is a smart new software for studying and proposing info, giving us the power to dig deeper into the knowledge. With the elevated requests for real-time revenues analytics, energy BI while attached to Dynamics CRM bargains a self-service method of construct, form, and current info via an easy-to-use interface. The set of positive factors inside energy BI will provide all clients a device to generate real-time revenues productiveness studies and dashboards to reinforce their revenues performance.
This e-book will give you the talents you want to how you can construct and current Dynamics CRM 2015 revenues dashboards utilizing strength BI. It follows a step by step technique to construct an interactive dashboard through organizing and consolidating datasets, enhancing the appear and feel of graphs, charts, and maps, and adorning information readability with filters and slicers.
By sequentially operating during the steps in each one bankruptcy, you'll the best way to use the ability BI Q/A performance to question information within the dashboard, expand the dashboards to the cellular apps for the iPad and floor, and leverage the pre-built workbook template supplied through Microsoft for Dynamic CRM 2015 revenues, carrier, and advertising dashboards.
Style and approach
A step by step method of construction an influence BI pushed Dynamics CRM dashboard defined in an easy-to-follow variety. every one subject is defined sequentially within the means of making a dashboard, and unique reasons of the fundamental and complicated gains of strength BI and Dynamics CRM that entice the desires of readers with quite a lot of reviews also are included.