The Power BI preview released by Microsoft in Convergence provided a great tool to quickly make sense of large amounts of data. Power BI does all the heavy lifting and provides a quick and easy way to interact with the data. As promised by Microsoft with the release of Dynamics CRM Online 2015 Update 1 CRM is now available within PowerBI alongside SalesForce & Google Analytics to gather data and provide data analysis. As of publishing this article the Power BI Dynamics CRM connector will only work with Dynamics CRM Online, it will not work with an on premise CRM installation, hopefully the on premise connectivity is not too far.
I often speak with owners, managers and staff at organizations struggling with growth or a changing business model who sense “things are out of control” and believes there “must be a better way” to manage their business. Many reach out to technology as a corrective path to this “better way”. With so many different technology solutions on the market, each offering a countless number of unique attributes, sorting through them and selecting the right solution for your organization can be an extremely time-consuming and even mind-numbing task. I’ve often seen this process become unfocused, frustrating your attempts to improve things. I have boiled a technology selection process to five focused steps.