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

astanton44 Profile Picture astanton44 2,265

Start in your Dynamics CRM System

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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