business intelligence for dynamics crm
DESCRIPTION
Business Intelligence Reporting and Analytics for Dynamics CRM OnlineTRANSCRIPT
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BI Reporting and Analyticsfor Dynamics CRM
September 2014
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Agenda
1. About CloudFronts2. What is BI ?3. Case Study
• SSRS Reporting• CRM Dashboards• Power BI
4. Summary5. Q & A
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About Us
Incorporated on June 1st, 2012 CloudFronts is a Microsoft Partner focused on Dynamics CRM,
Portals, BI & Integrations We have three core practice areas: CRM, BI & AX Focused on helping small & medium companies deploy successful
solutions using Microsoft technologies in the cloud Clients across North America, Europe & Australia. Verticals: Professional Services, Pharmaceutical/Healthcare,
Financial Services All consultants are certified in their respective areas of expertise
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What is Business Intelligence
Business intelligence (BI) simplifies information discovery and analysis, making it possible for decision-makers at all levels of an organization to easily access, analyse and act on information.
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Case Study
‘CRM Associates’ is a Microsoft Partner that focuses on CRM, BI and AX. They use CRM Online & Office 365 to manage their business operations.They have a custom ‘Professional Services Management(PSM)’ solution deployed in Dynamics CRM Online where they track their Projects, Budgets, Tasks and Time entries.
Different roles in the organization:- Project Manager (Peter)- VP (Steve)- CEO (Mark)- BI Consultant (Sagar)
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Scenario - 1
Peter says: “Every week I am supposed to send billing details to the Accounting team so that they can bill clients accordingly”
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SSRS Reporting
Features• Shows data in desired pre-designed format• Fetches real time data• Easy to export in Word/Excel/PDF formats• Easy to regenerate reports, no more need to
save previous file!• Integrated within Dynamics CRM, no SQL
Server required!
When to use• Best used to standardize detailed reports• Ex: Billing details, Invoices, Job Sheets
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Scenario -2Peter says: “I have to handle many projects and resources to keep track of what's going on, I have to search and compile data from different entities”
Completed & pending work ?
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CRM Dashboards
Features• Summarizes data with beautiful
visualizations• Available out of box in CRM, No Extra Cost!• Data from different entities in a dashboard• Faster development
When to use• Best used to visualize simple metrics• Ex: Expected v/s Actual Revenue,
Different Project Status,Opportunities Won/Lost
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Scenario -3
Steve says: "I need to submit a monthly report to our CEO, Mark. It includes key metrics calculated on various parameters. "
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Power BI
Power BI for Office 365 is Microsoft's cloud-based business intelligence (BI) solution that works from within Excel and Office 365 to analyse and visualize data in a self-service way
View reports on the go with Power BI app
*iOS app to be available by Summer 2014
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Power BI Components/Features
Discover Data (Power Query):
• Supports various data sources
• Provides data cleaning options
• Create, Certify, Share Queries
Model Data (Power Pivot) :
• Easy to create relationships between
different entities
• Provides a good number of analytics
functions (DAX)
• Supports geo spatial analytics
Share Data (SharePoint Online):
• Easy to share reports across organization
• Schedule daily refreshes
• Q&A, End users can ask questions and get instant answers
• Mobility
Visualize Data (Power View/ Power Maps):
• Different charting options available
• Can visualize data on Geo spatial maps
• Provides high interactivity to end user
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Power BI Architecture
SQL Server
Power View
Power Pivot
Power BI for Office 365/ SharePoint Online
On Premise /Azure VM
External Data
sources
Power Query
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Need of SQL Server Data Warehouse
• In Power Query there is a direct connection available for Dynamics CRM Onlineo But this connection is not supported for auto refresh of datao This task of refreshing needs to done manually offline
• Advantages of SQL Server Data warehouse:o Can integrate data from different sourceso Can serve as single integrated source of clean data for organizationo End users can easily query data for adhoc reporting
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Summary
SSRS Reports
CRM Dashboards
Power BI
Detailed functional reports
Visualize simple metrics
Robust BI analytics
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Contact Us [email protected]
Upcoming BI Webinars (To be scheduled)Technical Deep Dive- Power BI - CRM Reports and Dashboards
Power BI Pricing : http://www.microsoft.com/en-us/powerBI/pricing.aspxPower BI Blog : http://www.microsoft.com/en-us/powerBI/bi-blog.aspxCloudFronts Power BI Whitepaper: http://goo.gl/CT5aeiCRM 2015 Release Preview Guide: http://go.microsoft.com/fwlink/?LinkID=511975&clcid=0x409
Q & A