Using Power BI with CRM

The functionality enabling to work with CRM and Power BI together gives you the opportunity to create reports out of your CRM data in a simple excel sheet and also facilitates you to publish/share the report across your organization.

Power BI tools help you connect to any external or internal data systems and edit them in an easy to work with excel format without tampering with the real data, make analysis and create reports.

Power Query helps you to connect to OData feed and various other data sources. You can just connect and access your CRM data by signing in with your organizational account. And once it gets connected, all your CRM entities will appear on the right side of your excel workbook. This lets you select the ones that you want to work with and edit. This gives you the ability to do a lot of analysis that you might not be able to do out of the box in CRM. You can do this without tampering the real data, because what you see in the excel workbook is just the preview of the data and not the real data.

Compare your opportunities and goals set in CRM and create KPIs. Whatever you edit here in the workbook gets recorded in the applied steps. This will show all the changes that you have made with the data. You can go back to any point of your work at anytime and make alterations accordingly.

Power BI also gives a search function right in your excel workbook, where you can literally search for data over the internet just like how you would do it in a browser and lets you bring those data into your worksheet.

With Power Query you can gain access to files on your computer, bring data from even your website, connect to databases like SQL, access your CRM & ERP systems and even connect to your Facebook friends. All your Facebook friends and their email ids would get imported to your sheet. This could be a very useful tool for marketers in their campaigning activities.

Power View gives you the power to mash up different data sources into one single view. You can view opportunities, sales volume, geographical data etc all in one screen and make a better analysis of the data. And the view is also interactive. You can just click on one company record and view all the entities and records pertinent to that company.

With Power BI, you can also publish the reports and analysis that you have created. You can upload these reports into your internal SharePoint site using Power BI and the reports could be viewed on a browser. Multiple sheets on your workbook could be viewed here in a browser in one single screen. The reports can also be viewed on a tablet or a mobile device.

You can also create a dashboard in CRM to display the reports and analysis that are created outside of CRM. You just have to go to Settings>Solutions>Dashboards>Create New Dashboard. Just type in the Power BI report URL and publish. Your reports can now be viewed right inside of your CRM. Here again, you can view multiple sheets in one screen and interact with it.

Tags: CRM, Microsoft BI
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