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Power Up Your CRM Dashboard with Power BI

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There is a new way to WOW your managers, coworker, and customers at the next team meeting. Power BI is a cloud based service that works with Microsoft Excel offering self-service analytic solutions. The Office 365 service works great with Dynamics CRM and Salesforce environments. Power BI takes the CRM dashboard to the next level.

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Features:

  • Collaborative environment to view live reports
    • Share reports & data queries
    • Track who is accessing reports/data
    • Workflows allow users to request data they don’t currently have access.
  • Data
    • Scheduled data refresh keeps data accurate
    • Allow users to manage big data to see trends and make good decisions
    • Q&A data feature uses natural language
    • Drill down into key areas of the data
  • Types of charts
    • Bar & Column charts

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  • Single number card tiles

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  • Combo Charts

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  • Funnel charts

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  • Gauge Charts

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  • Line Charts

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  • Maps (basic and filled)

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  • Pie Charts

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  • Scatter and bubble Charts

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  • Slicer

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  • Small Multiples

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  • Tables

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  • Tree Maps

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  • Save common questions in Power BI and go back to them
  • Microsoft Dynamics CRM connector for Power BI referred to as OData feed can link all the entities.

 

Power BI works with Google Analytics

When connecting you can choose the account, property and view to connect to. This information can be found in your Google Analytics account, under the Home tab.

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Mobile BI Access to Office 365

Get a 360 degree view of your business data on the go – at the touch of your fingers. Available on any Windows 8.1 or Windows RT device including Surface RT and Surface Pro. (Currently Power BI doesn’t run on iPad, Mobile phones or Android devices)

  • Personalized dashboards
  • Data driven alerts
  • Share discoveries with your team

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Pricing and Requirements

Power BI works with Salesforce, Dynamics CRM online and on premise. The on premise environment will need to be configured with Internet Facing Deployment (IFD).

Office 365 service pricing for Power BI:

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The post Power Up Your CRM Dashboard with Power BI appeared first on Ledgeview Partners.


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