TURBOCHARGE Your Company Analytics with Power BI Barry Crowell BI/EDW Solutions Architect KTL Solutions, Inc.

(E) info@ktlsolutions.com 5119 Pegasus Court, Suite T Frederick, MD 21704 (P) 301-360-0001 (E) info@ktlsolutions.com Who is KTL Solutions? KTL Solutions combines consulting services and technology to help businesses eliminate manual processes, use existing technology more effectively, and improve overall productivity within their organization. We work within the GP/SL and CRM Dynamics realm; Business Intelligence; Managed Services; and Custom Development realms. How do we do this? Here are some examples: Upgrading and enhancing your CRM and ERP software Implementing electronic workflows to automate paper-based processes Implementing document management solutions Creating customer portals to reduce phone calls Connecting e-commerce systems to existing ERP or CRM systems Building database applications to both desktop or web to solve manual processes Implementing reporting systems using off-the-shelf tools to create an internal self-service reporting environment

AGENDA Power BI Tips Content Packs Future Developments Power BI Demo

Tips - Turbocharge Your Dynamics 365 Connection Odata v4 specification API 5-10x faster

Tips - Power BI Tiles on Dynamics 365 Dashboards Settings > Administration > Reporting > Allow Power BI visualization Prerequisites: CRM Online (2016 Spring Wave) and a Power BI O365 subscription.

DAX Functionality in DirectQuery Mode

Dynamics 365 Content Packs Sales Manager for Dynamics 365 Service Manager for Dynamics 365 https://powerbi.microsoft.com/en-us/documentation/powerbi-content-pack-microsoft-dynamics-crm/ *** Limited to retrieving a maximum of 100K of records **CRM Entity filters applied Account 365 days Activity 90 days Lead 180 days Opportunity 365 days **Customizing the default content packs: https://technet.microsoft.com/en-us/library/mt490470.aspx

The Future - Power BI On Premise Power BI on premise summer 2017. Ideas https://ideas.powerbi.com/forums/265200-power-bi Learning https://powerbi.microsoft.com/en-us/guided-learning/

Power BI - Showcase Before

DEMO

Final Thoughts Ideas - https://ideas.powerbi.com/forums/265200-power-bi Learning - https://powerbi.microsoft.com/en-us/guided-learning/ DAX - https://powerbi.microsoft.com/en-us/guided-learning/powerbi-learning-7-1- intro-to-dax/ Stories Gallery - https://community.powerbi.com/t5/Data-Stories-Gallery/bd- p/DataStoriesGallery Power BI Dynamic Security https://www.ktlsolutions.com/bi/dynamic-security-additional-thoughts/ https://www.ktlsolutions.com/technology/implement-analysis-services-dynamic-security- based-microsoft-crm-user-access-rights/ Additional Questions: Barry Crowell KTL Solutions, Inc. bcrowell@ktlsolutions.com 301-329-2794