Description
This Digital Learning course teaches end-users and functional consultants how to create charts, reports, views, and dashboards, and how to get the most of the Power BI suite of business intelligence tools.
WHAT ARE THE GOALS FOR THIS COURSE?
- Describe basic visualizations and dashboards charting concepts for Microsoft Dynamics CRM
- Use the report wizard to export and import custom reports
- Examine Power Business Intelligence (PowerBI) concepts and identify the purpose of each component
- Define Odata
- Connect PowerBI components to Microsoft Dynamics CRM
Outline
Module 01: Visualizations and Dashboards in Microsoft Dynamics CRM
- Background Knowledge
- Chart Making Procedure
- Define the Message
- Comparing Data
- Showing Distribution
- Parts of a Whole
- Trend Over Time
- Deviation
- Preparing the Data
- Import / Export Charts
Module 02: Introduction to Reporting in Microsoft Dynamics CRM
- Using Microsoft Dynamics CRM Report Wizard
- Types of Reports
- Creating a Tabular Report
Module 03: Introduction to Power Business Intelligence (BI) in Microsoft Dynamics CRM
- What is Power BI?
- Power BI Component — PowerQuery
- PowerQuery and Microsoft Dynamics CRM Scenarios
- Data Mashup with non-CRM Data
- Microsoft Dynamics CRM Online, PowerView, and PowerQuery
- Power BI Component — PowerMap
- Power Map Layer
Reports:
- CRM