Getting started with Power BI and Dynamics CRM Presented by: Steve Ivie

Profile Steve Ivie Solution Architect, Tribridge Over 50+ implementations Microsoft Dynamics CRM, ERP, BI&A and Office 365 with industries such as public sector, financial services, life science, healthcare, professional services, manufacturing and sports and entertainment. Presenter with the CRM User Group (www.crmug.com), MS Dynamics World (www.msdynamicsworld.com), and facilitator with the Microsoft Customer Immersion Experience (CIE). Author of Building Dynamics CRM 2015 Dashboards using Power BI

Objectives Core understanding of Power BI with Dynamics CRM OOTB Functionality used to Build and Deploy Dynamics CRM Reports and Dashboards with Power BI Uses of Power BI and how extend the Dynamics CRM dashboards using Apps Objectives slide to be customized

Prerequisites Office 365 Dynamics CRM 2016 Power BI Power BI Designer Power BI App If you would like to follow along that what would be great I the XXXXXX of time some of the setup and connections are pre-configured I will be glad to help out right after.

What is Power BI? Real-time Data Visualization Service & Desktop Application Datasets Reports Dashboards Contains a Library of Data Service and Source connections Portal to Share and Extend Reports and Dashboards What we used to have to do was … Excel – SharePoint – Web parts – etc. Real-time Data Visualization Service and Tool Future of reporting with Dynamics Solutions Major component of Cortana Analytics Free with Office 365 License

Connect to Data Microsoft Dynamics CRM Data Service Connector Gateways OData Service oAuth2 Authentication Gateways SSAS Personal Content Pack Services Collections

Templates Sales Manager Service Manager After we have connected to Dynamics CRM Data we can begin adding visualization and filters to the reports.

Features Visualizations Filters & Slicers Charts Tables Maps Cards Filters & Slicers Fly-outs Column & Page Visualization Advanced Calculation and Functions Question & Answer (Q/A) After we have connected to Dynamics CRM Data we can begin adding visualization and filters to the reports.

Demonstration

Get data Select Get Data from Power BI Portal Window Select Get Services

Connect to dynamics CRM Select Dynamics CRM Online Data Service Enter the Odata URL from Dynamics CRM Online Instance Select OAuth2 Enter is Credential for Office 365 instance

SALES MANAGER My Workspace Dashboards Reports Datasets

New Report Select File Save As Select Edit Report Create a New Report Tab named “CRMUG Summit” Add a Text Box with the Name “CRMUG Summit”

Chart Select Opportunities under Fields Choose Estimated Revenue, Sales Stage, Opportunity Count AXIS = Sales Stage Columns = Estimated Revenue Line Values = Opportunity Count Visual Filter = Estimated Revenue, Sales Stage, Opportunity Count, Status = Open Page Filter = Next90Days = True Copy the Graph Change to Funnel Edit Color

Map Select Opportunities under

Table Select Opportunities under

Filters & Slicers Page Filter = Sales Stage Report Filter = Last365Days Slicer = State

PIN to Dashboard Add a New Dashboard

Q/A Page Filter = Sales Stage Report Filter = Last365Days Slicer = State

Content Pack Page Filter = Sales Stage Report Filter = Last365Days Slicer = State

Power BI Designer Desktop Application Editors Cleansing Modeling Visualizing Editors Report Query Relationship Download from Power BI Site (www.powerbi.com) Compared to functionality you see in Excel

Data & Queries Data Editor Query Editor Relationship Editor Formatting Calculations Query Editor Group Pivot Merged Append Relationship Editor Multi-Sources Example content slide

Reports Report Editor Publish to Power BI Portal Datasets Visualizations Filters Publish to Power BI Portal Save as .pbix file type Local OneDrive Example content slide

Demonstration

Designer Start Power BI Designer from the Desktop Review Main Window w/ Fields, Visualizations and Filters Review Editors for Reports, Data and Relationships Review Top Navigation Modeling

Get CRM data Start

GET ERP DATA Connect to Local Dynamics GP instance using Query or Download and use Customer Aging.xlxs

Format Column Select Dates or Values Right Click Column Change the data type from the menu Update the Account Number and Customer ID fields using Trim feature for both Customer Aging and Customer Health

Create Relationships Start

Merge Datasets Use Customer Summary.xlxs file

Filter Results Locate “Null” Customer Number F

Add Visualizations Start

Publish to Portal Start Prompted for Updates to Content Pack Edit with Power BI Portal Ask Questions using Q/A

Apps Windows iOS Android Example content slide

Demonstration

Other Areas Excel 2016 Publishing Dynamics 365 On Premise Support Native CRM Dashboards Cortana Analytics Integration Example content slide

Dynamics CRM Site Navigation Custom Webpage Example content slide