As we covered in December, the Microsoft Dynamics CRM 2015 release gives us the capability to embed Power BI into a personal dashboard. I’d like to cover the basics of how to do this as well as a few tips and tricks. First though, let’s revisit why this matters.
The Microsoft Dynamics CRM 2015 release that we got in late 2014 included some fantastic new tools. We’ve explored a few of these already on our blog and have been busily working with our existing client base to discuss what it means for them.
Conceptually speaking, leaders in professional services organizations see the potential value of a CRM system. After all, a well-implemented and connected CRM helps drive more effective sales efforts, a higher bid-to-win ratio, and quality and consistency during pursuits.
For regular readers of the Hitachi Solutions blog, it will be no surprise that my number one favorite gift this CRMmas is finally here! Satya Claus at the North Pole (well…his remote office in Redmond) definitely got my letters about how good we’ve been because we now have Excel Templates in CRM…
Every year I make sure to send out thanks for the gifts I receive during the holidays. With the new Document Template generation I think I could save some time. Luckily, I already have a “gifts” entity where I track the gifts I receive along with a charming adjective I use to describe them.
I’ve had an uptick recently in the number of people who are interested in discussing ways to make Views in Dynamics CRM better.