Ever been in a situation to do advanced analytics with CRM online?
Now there is a way to embed POWER BI tiles right into your CRM Dashboard!
First things first ! Go to Power BI website for a login:
You can choose Get Started free:
On this screen, since I am signed into Office 365 and just said Start:
Next you will be presented with a welcome screen, Pick My organisation:
Then choose Services, Search for Sales and Pick Microsoft Dynamics CRM Online:
Choose Oauth2 for authentication and specify Organisation Data service URL:
Once setup, you will have Sales Performance Dashboard in POWER BI!
Now, For CRM Configuration
Go to Go to Settings > Administration > System Settings.
On the Reporting tab in the Allow Power BI tile embedding option, select Yes to enable.
Cool, Now go to Sales-> Dashboards and Click New
Select the POWER BI Tiles you want to choose:
Hit Ok, same way select others and Save Dashboard.
Awesome, Power BI right into your CRM Dashboard!
Hope it helps and Happy CRMing!
Google Play Store: