Building Dynamics CRM 2015 Dashboards with Power BI

On Feb 14, 2016

Building Dynamics CRM 2015 Dashboards with Power BI

Build interactive and analytical sales productivity dashboards for Dynamics CRM 2015 with Power BIAbout This BookCreate Dynamics CRM reports using Power BI for Office 365 and Power BI DesignerDiscover best practices to build and deploy these dashboards to Power BI sites and Dynamics CRM 2015Learn how to extend dashboard to mobile iPad and Surface Power BI appsWho This Book Is ForThis 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 LearnOrganize and consolidate Dynamics CRM 2015 d

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2 Comments

J. Noble says 9 years ago

1 of 1 people found the following review helpful

Very practical guide – can apply what I’ve learned ASAP., October 28, 2015

By

J. Noble (San Diego, CA, US) –

This review is from: Building Dynamics CRM 2015 Dashboards with Power BI (Paperback)

Superb book for a wide ranging audience as the book outlines in the preface. The book does a great job of breaking down how to build a sales productivity dashboard in a way that’s easy to follow. Lots of visuals and step-by-steps! The way ‘warnings’ and ‘tips and tricks’ are called out make them easy to spot and refer back to. I especially liked the section on combining CRM and ERP data and building a combined Customer Health Report to include in the sales productivity dashboard.

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Anonymous says 9 years ago

Great reference for Power BI and CRM reporting, November 13, 2015

By

Rainman –

This review is from: Building Dynamics CRM 2015 Dashboards with Power BI (Kindle Edition)

This is an indispensable book for Microsoft Dynamics CRM Online customers or anyone looking for advanced reporting and dashboards with rich visualizations. It covers the desktop, cloud, and mobile versions of Power BI and most of what is covered is applicable to any source of data. The chapters are arranged to guide the report design through an increasing level of sophistication, but each chapter finishes with a state of completion. Each chapter describes what will be accomplished, step-by-step instructions that are clearly laid out and easy to follow, and a summary review which also gives a taste of how to build upon the prior work.

This book provides material for both the novice and experienced report designers and has enough technical content to keep my interest. I will continue to use this as a reference when I need to jog my memory. And I will certainly recommend this book to my colleagues.

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