Time for Graphics, Easy Graphics from Dynamics CRM with Excel PowerBI

Major Update: My deepest thanks to David Hurtado for sharing these slides with me, for letting me share them with the world and for supporting all of his peers inside at Microsoft via the Microsoft Yammer Network (Yammer rocks).

What is incredible about this presentation is that putting the PowerPoint together took or takes longer than helping your customers understand how easy it is to use PowerBI and Dynamics CRM.

So Start Here:

Pull up your favorite View such as a view of all your bubbling opportunities

Now confirm your view has account information

Choose to Export this View of Data to Microsoft Excel (not the only way to do this, but a familiar way)

Now Open the Excel Workbook by clicking Open

Have you noticed this new feature in Microsoft Excel?

 
Now Select your locations

And Use your Date Fields as Time Dimensions

PRESS PLAY

And Play, and play and play ... with visual immersion into your data