By Steve Ivie
Build interactive and analytical revenues productiveness dashboards for Dynamics CRM 2015 with energy BI
About This Book
- Create Dynamics CRM experiences utilizing strength BI for workplace 365 and gear BI Designer
- Discover most sensible practices to construct and install those dashboards to strength BI websites and Dynamics CRM 2015
- Learn how one can expand dashboard to cellular iPad and floor energy BI apps
Who This booklet Is For
This e-book is meant for all Dynamics CRM 2015 users—administrators, managers, enterprise analysts, or document writers who're new to making dashboards utilizing strength BI and Dynamics CRM. it'd be beneficial to have a simple wisdom of the Dynamics CRM 2015 platform, yet no earlier event is required.
What you are going to Learn
- Organize and consolidate Dynamics CRM 2015 datasets
- Add summaries and visualizations utilizing charts and maps
- Enhance information readability with filters, slicers, timelines
- Improve research by means of becoming a member of different information sources
- Deploy and current the dashboard to strength BI for workplace 365 site
- Use the complicated Q/A performance with energy BI to question facts within the dashboard graphs and charts
- Connect the dashboards to Dynamics CRM 2015
- Extend performance with strength 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 innovations. strength BI is a brilliant new software for reading and offering facts, giving us the power to dig deeper into the data. With the elevated requests for real-time revenues analytics, strength BI whilst hooked up to Dynamics CRM deals a self-service method of construct, form, and current information via an easy-to-use interface. The set of beneficial properties inside of energy BI will provide all clients a device to generate real-time revenues productiveness stories and dashboards to augment their revenues performance.
This ebook provides you with the talents you must construct and current Dynamics CRM 2015 revenues dashboards utilizing strength BI. It follows a step by step strategy to construct an interactive dashboard by means of organizing and consolidating datasets, bettering the feel and appear of graphs, charts, and maps, and embellishing info readability with filters and slicers.
By sequentially operating in the course of the steps in every one bankruptcy, you'll how you can use the facility 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 by means of Microsoft for Dynamic CRM 2015 revenues, carrier, and advertising and marketing dashboards.
Style and approach
A step by step method of construction an influence BI pushed Dynamics CRM dashboard defined in an easy-to-follow sort. every one subject is defined sequentially within the means of making a dashboard, and precise motives of the fundamental and complicated gains of strength BI and Dynamics CRM that attract the wishes of readers with quite a lot of reports also are included.
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