explore engage elevate Meeting will begin shortly Welcome

explore engage elevate Meeting will begin shortly

Welcome! explore Microsoft Dynamics CRM User Group (CRMUG®) Dakotas engage elevate Chapter Meeting Tweet today’s meeting: #CRMUGND

Agenda 8: 30 – 9: 00 Registration and Networking 9: 00 – 9: 30 Chapter Business and Intros/Discuss 9: 30 – 10: 30 All Things Power BI by Josh Behl DCI’s Use of Power. Maps and BING mapping in CRM by 10: 30 – 10: 45 Laura Hoverson 10: 45 – 10: 55 Break 10: 55 – 11: 20 Rockton Software CRM Showcase by Casey Backhaus 11: 20 – 11: 45 Outlook Integration by Tony Stein 11: 45 – 12: 00 Wrap Up and Discussion explore engage elevate

Get to Know Your CRM Peers Introductions • • • Name Company (describe Company/Industry) Your role in the company What version are you on? What do you hope to accomplish by attending the user group? explore engage elevate

Join CRMUG Connect. Learn. Share. The What We’re a little over 12, 000 Dynamics CRM users who get together and chat about CRM virtually or in person events, like this one. It’s a big conversation you really shouldn’t miss out on. You’ll probably learn something great, apply it to your organization, and be treated like a super hero. 2008 est. explore 5 The Why The When Pretty Awesome reasons CRMUG Summit Registration Discount: up to $400 person. Access to Hundreds of Webinars Available On Demand. Collaborate: exclusive online social community for CRM users. Open invitation to over 200 educational events year round. Members attend chapter meetings free. engage elevate T o d a y Call Bryan Erstad, he’s a great guy as well as the CRMUG Membership Manager. 877 -324 -8880 x 1450 bryan@crmug. com Exciting, isn’t it?

MICROSOFT WANTS YOUR FEEDBACK Take the Dynamics Product Satisfaction Survey SHARE your feedback on existing features and functionality SHAPE the future direction of Dynamics products Open until May 18: https: //surveys. ipsosinteractive. com/surveys/? pid=S 15005623&cultureinfo=enus&groupcode=0003&returncode=nr&idtype=client&supplierid=9999 @CRMUG explore engage elevate 6

INcomparable Learning INnovative Ideas OCTOBER 13 -16 Reno/Lake Tahoe, Nevada INfinite Experience #INreno 15 @CRMUG @GPUG #CRMUGSummit www. crmugsummit. com 7

CRMUG MEDIC Schedule Your Quarterly Office Visit! First Aid for your Dynamics CRM FRIDAY : 12 ET s u n i o J 27 h c r a M q 9 q June 1 18 q Sept. 8 q Dec. 1 www. CRMUG. com/webinars @CRMUG Click on tag 8

Want today’s slide deck? Make sure you join the Dakotas chapter at www. Crmug. com/chapter. explore engage elevate

Next Meeting? • Date: August 12 • Time: 8: 30 am – 12: 00 pm • Place: Microsoft • Topics: ? ? explore engage elevate

explore engage elevate Roundtable Discussion

Chapter Recap • Have you upgraded to the most recent version? • If not, what is holding you back? • What excites you the most? • What do your local users like best? • What ISV solutions do you use? • What challenge do they help you solve? explore engage elevate

explore engage elevate All Things Power BI Josh Behl Principal Consultant at Summit Group Software 5/13/2015

Power BI Pricing Info • http: //powerbi. microsoft. com/pricing • http: //www. microsoft. com/en-us/power. BI/pricing. aspx • http: //www. microsoft. com/en-us/dynamics/crm-purchaseonline. aspx • http: //powerbi. microsoft. com/downloads explore engage elevate

What is Power. BI? • It is a self-service business intelligence solution. • Combines familiar and emerging Microsoft Excel data modeling and visualization capabilities. • Through Office 365, organizations have the ability to collaborate on shared data resources. • Provides the ability to search, discover, and access data both within and outside an organization. explore engage elevate 16

Power. BI Components • Power. Query • Power. Pivot • Power. View • Power. Map • Power BI Sites • Q&A • Mobile BI • Data Management Gateway explore engage elevate 17

Power. Query • An Excel add-in that enables discovery and transformation of data. • Data can be imported in from both internal and external sources. • Data source examples include: • • • OData feeds Relational Databases (for example: Microsoft SQL Server) Excel Web Pages Hadoop HDFS …and many others • Combine data from multiple, disparate sources. explore engage elevate 18

Power. Pivot • An Excel add-in that enables modelling and data clean-up. • Uses in-memory technology to handle report processing. • Create data mashups without having to do VLookups. • Allows you to process and analyze millions of rows of data. • Enhanced formula capabilities. • Comes with Excel (free) • Office Professional Plus • Office 365 Professional Plus editions • Standalone edition of Excel 2013 explore engage elevate 19

Power. View • An Excel add-in that enables the creation of dashboards with interactive charts, graphs, maps, and other visualizations. • Leverage data from various data sources. • Data filtering and highlighting. • Easy to use. • Comes with Excel (free) • Office Professional Plus • Office 365 Professional Plus editions • Standalone edition of Excel 2013 explore engage elevate 20

Power. Map • Excel add-in that creates interactive, 3 D visualizations of geographic data or timelines. • Plot more than a million rows of data visually. • Leverages various data sources and data models • Office 365 Professional Plus • Office 2013 Professional Plus or a standalone version of Excel 2013 • Power Map Preview for Excel 2013 • Unsupported add-in. explore engage elevate 21

Power. BI and Microsoft Dynamics CRM • Microsoft Dynamics CRM Online • OData • Power. Query • Microsoft Dynamics CRM On-Premise • OData • SQL • Power. Query and Power. Pivot • Not Fetch. XML explore engage elevate 22

Power. Query and Microsoft Dynamics CRM Scenarios • Create a combined list of Accounts, Contacts, and Leads and display the name/ full name of each record as well as the city, state and street address. Use Power Query and display in Power Map. • Query cases and retrieve the city, state, and street address for each of the customers. Include the title and severity of the case. Use Power. Pivot, Power Query, and display in Power View. • Leverage existing Power. BI Reports and create new ones online. explore engage elevate 23

explore engage elevate Scenario 1: Power Query and Power Map

explore engage elevate Scenario 2: Power. Pivot, Power Query and Power Map

explore engage elevate Scenario 3: Power. BI CRM Reports

explore engage elevate DCI’s Use of Power Maps Laura Hoverson and Onika Allen Dynamic Communities 5/13/2015

explore engage elevate Rockton Software Casey Backhaus Technical Support Lead May 13, 2015

Member Showcase • Microsoft Dynamics CRM and GP ISV • Gold Certified Microsoft Partner • CRM, ERP, ISV Competencies • Support (Service) • On: Dynamics CRM 2013, around 20 users, using about 7 years • ISVs: Click. Dimensions (Marketing), Rockton Connect (Small Business Accounting inside Microsoft Dynamics CRM), CRM Vertex (Customer Portal), EPS (Credit Card Processing) • Service: Cases, Software Bugs, Software Enhancements, Workplace: Trips , Accounts, Contacts • (All customized) • Questions? explore engage elevate

Casey Backhaus Technical Support Lead Rockton Software P: (208) 413 -6795 E: caseyb@rocktonsoftware. com www. rocktonsoftware. com explore engage elevate

explore engage elevate Outlook Integration Tony Stein Dynamic Communities 5/13/2015

explore engage elevate Q&A