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2B Solutions, Inc.

Microsoft Dynamics CRM 2015 and Power BI

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By Barkley Busby
Vice President and CMO, 2B Solutions, Inc
[email protected]

Power BI (Business Intelligence) for Microsoft Dynamics CRM 2015 gives you a great service delivered to Excel and Office 365. Power BI provides users with excellent data analysis and visualization capabilities to get better and deeper business insights.  So how does this help with analysis of CRM data? With the ability to extract and cross from CRM data using familiar excel environment, you can quickly build power view map-based reports with powerful and interactive visualizations to get insights from your CRM data.

To make it easier to get started with analyzing Dynamic CRM data with Power BI, Dynamic CRM 2015 release will provide a few example Power BI workbooks. The goal is twofold:

  1. To easily understand the value of visualizing and analyzing data with Power BI.
  2. Provide a starting point to enable user to customize workbooks to your needs and be more productive with your Power BI tools.

The Workbooks

The Account and Deal Analysis Workbook is structured for sales and manager roles to get insights around accounts, leads and opportunities. This will help them better understand their pipeline and sales performance as well as where they need to focus to meet their revenue goals.

The Deal Analysis Workbook: You get several reports with focus on areas such as…

  1. Pipeline analysis
  2. Sales performance analysis
  3. Win-loss analysis
  4. Lead analysis

PowerBI_CRM2015

The Customer Service Analysis Workbook: Created for a service manager role, you…

  1. Gain insight with incoming service cases
  2. Gain measurements of support resolution

By analyzing CRM data with Power BI, you get better and deeper business insights on metrics of interest, which in turn will help you understand and optimize your business.  Watch the video provided by Microsoft for more information on Power BI:  (https://www.youtube.com/watch?v=PkQe4BFlBS8&list=PLC3591A8FE4ADBE07&index=3)

If you are interested in learning more about CRM 2015, be sure to check out the CRM 2015 Preview Guide.  If you would like to discuss upgrading or implementing CRM 2015, please give us a call (205-408-9991) or contact us via our website.  We have lots of case studies and testimonials showing just how in depth we've taken CRM over the past 10 years.  We're just a click away!

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