Microsoft Dynamics CRM Administrator? How about these Top Tasks
Transparency and Striving to be our Best Selves!

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

View Data in CRM - 1

Now confirm your view has account information

View Opportunity data in CRM 2

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

Export Data to Excel 3

Now Open the Excel Workbook by clicking Open

Open Excel File 4

Have you noticed this new feature in Microsoft Excel?

  Map Excel Data 5
Now Select your locations

Select Location you want to use 6

And Use your Date Fields as Time Dimensions

Use data fields as time dimensions 8

PRESS PLAY

Press Play 9

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

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