Building Dashboards With Microsoft Dynamics Gp 2016
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Building Dashboards With Microsoft Dynamics Gp 2016
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Author : Belinda Allen
language : en
Publisher: Packt Publishing Ltd
Release Date : 2017-03-10
Building Dashboards With Microsoft Dynamics Gp 2016 written by Belinda Allen and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-03-10 with Computers categories.
Learn to build professional and powerful dashboards with Microsoft Dynamics GP and Excel About This Book This book provides a core foundation for you to understand the ever-changing Microsoft Power BI Through this book, you'll understand how data flows and is secured between Microsoft Dynamics GP and Microsoft Excel You'll see how to create amazing dashboards using various tools such as Excel 2016, Power BI, Jet Express, and more Who This Book Is For This book is geared up for analysts and accountants keen on building and maintaining professional dashboards with Microsoft Excel 2016 for Microsoft Dynamics GP 2016 data, and building financials with visuals using the New Jet Reports Express Tool for Dynamics GP. An introduction is provided for those who want to maintain dashboards in Microsoft Power BI. What You Will Learn Use GP Data in Excel 2016 in a meaningful way Build basic financial statements using Jet Reporting Express, including visualizations Understand the foundation of Power BI and its components Get and maintain data from Dynamics GP in Power BI Find out how to use the Power BI Query Editor (the Get and Transform feature in Excel 2016) Format basic visualizations to get better insights Understand Jet Reports Express, which is used to create basic financial statements Use the new Dynamics GP features, such as OData and adding Power BI tiles on the home page In Detail Microsoft Dynamics GP is a complete ERP solution that is extremely beneficial for small to midsize organizations in helping them grow exponentially. The book shows you in detail how to build great-looking dashboards with Microsoft Dynamics GP that enhance a company's decision-making processes. This guide will take you from the basics of setting up and deploying to creating secure, refreshable Excel reports. Using a whole host of tools available within Microsoft Dynamics GP and Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques and easy-to-read charts, and allow you to make your data interactive with slicers. We will also cover core topics such as Business Analyzer, Microsoft SQL Reporting services reports, BI360, and more. You will find out to use Power BI, share and refresh data and dashboards in Power BI, and use Power BI Query Editor. By the end of this book, you will have all the information required to build interactive dashboards using Dynamics GP. Style and approach The book takes a step-by-step approach and contains real-world examples that provide the building blocks to create engaging dashboards. This practical guide is all about doing. Get your data, open up Excel, and go!
Building Dashboards With Microsoft Dynamics Gp 2013 And Excel 2013
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Author : Mark Polino
language : en
Publisher: Packt Publishing Ltd
Release Date : 2013-03-26
Building Dashboards With Microsoft Dynamics Gp 2013 And Excel 2013 written by Mark Polino and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-03-26 with Computers categories.
Follow real-life, step-by-step examples that provide the building blocks to build engaging dashboards. This practical guide is all about doing. Get your data, open up Excel, and go!You don't need to be an expert to get the most out of your Dynamics GP implementation and build great-looking, easily maintained dashboards using Microsoft Excel. If you have a working knowledge of Dynamics and Excel you'll be producing amazing dashboards in hours not days.
Building Dashboards With Microsoft Dynamics Gp
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Author : Carson King
language : en
Publisher: Createspace Independent Publishing Platform
Release Date : 2017-11-09
Building Dashboards With Microsoft Dynamics Gp written by Carson King and has been published by Createspace Independent Publishing Platform this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-11-09 with categories.
The book shows you in detail how to build great-looking dashboards with Microsoft Dynamics GP that enhance a company's decision-making processes.This guide will take you from the basics of setting up and deploying to creating secure, refreshable Excel reports. Using a whole host of tools available within Microsoft Dynamics GP and Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques and easy-to-read charts, and allow you to make your data interactive with slicers.This book is geared up for analysts and accountants keen on building and maintaining professional dashboards with Microsoft Excel for Microsoft Dynamics GP data, and building financials with visuals using the New Jet Reports Express Tool for Dynamics GP.
Building Dynamics Crm 2015 Dashboards With Power Bi
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Author : Steve Ivie
language : en
Publisher: Packt Publishing
Release Date : 2015-08-21
Building Dynamics Crm 2015 Dashboards With Power Bi written by Steve Ivie and has been published by Packt Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-08-21 with Computers categories.
Build interactive and analytical sales productivity dashboards for Dynamics CRM 2015 with Power BIAbout This Book• Create Dynamics CRM reports using Power BI for Office 365 and Power BI Designer• Discover best practices to build and deploy these dashboards to Power BI sites and Dynamics CRM 2015• Learn how to extend dashboard to mobile iPad and Surface Power BI appsWho This Book Is ForThis book is intended for all Dynamics CRM 2015 users—administrators, managers, business analysts, or report writers who are new to creating dashboards using Power BI and Dynamics CRM. It would be helpful to have a basic knowledge of the Dynamics CRM 2015 platform, but no prior experience is required.What You Will Learn• Organize and consolidate Dynamics CRM 2015 datasets• Add summaries and visualizations using charts and maps• Enhance data clarity with filters, slicers, timelines• Improve analysis by joining other data sources• Deploy and present the dashboard to Power BI for Office 365 site• Use the advanced Q/A functionality with Power BI to query data in the dashboard graphs and charts• Connect the dashboards to Dynamics CRM 2015• Extend functionality with Power BI mobile appsIn DetailDynamics CRM 2015 holds a wealth of information about customers and the sales pipeline, but sometimes leaves users with basic end-user reporting and dashboard options. Power BI is a great new tool for analyzing and presenting data, giving us the ability to dig deeper into the information. With the increased requests for real-time sales analytics, Power BI when connected to Dynamics CRM offers a self-service approach to build, shape, and present data through an easy-to-use interface. The set of features within Power BI will give all users a tool to generate real-time sales productivity reports and dashboards to enhance their sales performance.This book will provide you with the skills you need to learn how to build and present Dynamics CRM 2015 sales dashboards using Power BI. It follows a step-by-step process to build an interactive dashboard by organizing and consolidating datasets, improving the look and feel of graphs, charts, and maps, and enhancing data clarity with filters and slicers.By sequentially working through the steps in each chapter, you will learn how to use the Power BI Q/A functionality to query data in the dashboard, extend the dashboards to the mobile apps for the iPad and Surface, and leverage the pre-built workbook template provided by Microsoft for Dynamic CRM 2015 sales, service, and marketing dashboards.Style and approachA step-by-step approach to building a Power BI driven Dynamics CRM dashboard explained in an easy-to-follow style. Each topic is explained sequentially in the process of creating a dashboard, and detailed explanations of the basic and advanced features of Power BI and Dynamics CRM that appeal to the needs of readers with a wide range of experiences are also included.
Microsoft Dynamics Crm 2016 Customization
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Author : Nicolae Tarla
language : en
Publisher: Packt Publishing Ltd
Release Date : 2016-05-27
Microsoft Dynamics Crm 2016 Customization written by Nicolae Tarla and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-05-27 with Computers categories.
Use a no-code approach to create powerful business solutions using Dynamics CRM 2016 About This Book Latest guide on customizing your system using various features in Dynamics CRM 2016; Highly practical, example-rich guide that gives you power to bend Dynamics CRM to maximize profits in your organization; A no-code guide that is easy to follow for even non-programmers Who This Book Is For If you are new to Dynamics CRM or a seasoned user looking to enhance your knowledge of the platform, then this book is for you. It is also for skilled developers who are looking to move to the Microsoft stack to build business solution software What You Will Learn Configure Outlook to integrate with your Dynamics CRM online instance Manage the existing application structure by understanding how to extend and/or modify the modules and update the navigation Find out how to use different entity views in order to get a 360-degree view of customer data Map modern business processes to the platform to enhance the user experience Use different Dynamics CRM processes such as dialogs, workflows, actions, and business process workflows Use internal and external social data to enhance the user's ability to make the right decisions Dive into generic administration options such as managing configuration and customization to become a power user In Detail Microsoft Dynamics CRM is a Microsoft solution to satisfy the various needs of customer relationship management and is already equipped to be flexible to meet the needs of businesses. With Microsoft Dynamics CRM 2016, many new features were added for social, marketing, sales, and integration with other tools. These features add many dimensions to customization. This book will not only showcase how CRM can be customized, but will also be your guide on how the latest advancements in Dynamics CRM 2016 can be used to benefit your business. You will learn how to enhance the functionality of Microsoft Dynamics CRM 2016 and use it to serve different businesses of various scales. You will see how to get ready to customize CRM and then quickly move on to grasp the CRM app structure, which will help you customize Dynamics CRM better. You will find out how to customize CRM for sales, service, marketing, and social. We'll also show you how CRM 2016 can be seamlessly embedded into various productivity tools, and how to customize CRM for machine learning and contextual guidance. Finally, we'll also cover the latest advancements in CRM's mobile capabilities and its complete offline support so you can better customize it. Style and approach Microsoft Dynamics CRM is a Microsoft solution for various needs of customer relationship management and is already equipped to be flexible to some extent as per the needs of the business. With Microsoft Dynamics CRM 2016, many new features for Social, marketing, sales, integration with other tools are added. These features add many dimensions to customization. This book will not only showcase how CRM can be customized but will also be a guide on how latest advancements in Dynamics CRM 2016 can be used for the benefit of your business.
Extending Microsoft Dynamics 365 For Operations Cookbook
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Author : Simon Buxton
language : en
Publisher: Packt Publishing Ltd
Release Date : 2017-05-18
Extending Microsoft Dynamics 365 For Operations Cookbook written by Simon Buxton and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-05-18 with Computers categories.
Have the best tools at your fingertips to extend and maximize the efficiency of your business management About This Book Follow practical and easy-to-grasp examples, illustrations and coding to make the most out of Dynamics 365 for Operations in your business scenario Extend Dynamics 365 for Operations in a cost-effective manner by using tools you already have Solve common business problems with the valuable features of Dynamics 365 for Operations Who This Book Is For This book is for those who are getting to grips with Dynamics 365 for Operations developers or those migrating from C# development. The guide includes information essential for new and experienced Dynamics 365 for Operations developers. What You Will Learn Create enumerated and extended data types Understand the importance of using patterns and frameworks while creating a unique concept for your solution Service and deploy your code and packages to improve performance Write and perform unit tests to automate the testing process Design your security model and policies to provide code access privileges Construct the UI and business logic to add Power BI to dashboards In Detail Dynamics 365 for Operations is the ERP element of Microsoft's new Dynamics 365 Enterprise Edition. Operations delivers the infrastructure to allow businesses to achieve growth and make better decisions using scalable and contemporary ERP system tools. This book provides a collection of “recipes” to instruct you on how to create—and extend—a real-world solution using Operations. All key aspects of the new release are covered, and insights into the development language, structure, and tools are discussed in detail. New concepts and patterns that are pivotal to elegant solution designs are introduced and explained, and readers will learn how to extend various aspects of the system to enhance both the usability and capabilities of Operations. Together, this gives the reader important context regarding the new concepts and the confidence to reuse in their own solution designs. This “cookbook” provides the ingredients and methods needed to maximize the efficiency of your business management using the latest in ERP software—Dynamics 365 for Operations. Style and approach The book takes a practical recipe-based approach, focusing on real-world scenarios and giving you all the information you need to build a strong Dynamics 365 for Operations implementation.
Microsoft Dynamics Gp 2016 Cookbook
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Author : Ian Grieve
language : en
Publisher: Packt Publishing
Release Date : 2016-08-23
Microsoft Dynamics Gp 2016 Cookbook written by Ian Grieve and has been published by Packt Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-08-23 with Business & Economics categories.
Over 100 powerful and effective recipes to help you solve real-world Dynamics GP problems About This Book Switch to Dynamics GP 2016 to take advantage of improved cloud support, workflow enhancements, and a more intuitive user experience Understand the various tips and tricks to master Dynamics GP, and improve your system's stability in order to enable you to get work done faster Discover how to solve real-world problems in Microsoft Dynamics GP 2016 with easy-to-understand and practical recipes Who This Book Is For The book is for Dynamics GP users or Dynamics GP partners. It assumes that you have a basic understanding of business management systems and Microsoft Dynamics GP. What You Will Learn Explore the new enhancements in Dynamics GP 2016 Personalize Microsoft Dynamics GP to improve accessibility and efficiencies Maintain Dynamics GP and ensure proper operation of the system using optimum processes Efficiently organize Microsoft Dynamics GP to improve processes Leverage the power of SmartLists using proven tips and techniques and undocumented search functionalities Connect Microsoft Dynamics GP 2016 to Microsoft Office 2013 Enhance the usability of Microsoft Dynamics GP with hacks Expose the hidden features in Microsoft Dynamics GP to improve efficiency and get more from the system Deploy and use the Support Debugging tool to trace, locate, and resolve problems encountered by users Explore PowerBI and how it can be used with Dynamics GP 2016 In Detail The latest release of Dynamics GP 2016 offers a powerful, adaptable, and cloud enabled enterprise accounting software solution. The new version has experienced changes in serviced-based architecture, workflow, existing functionalities, and the introduction of plenty of new features. This book will help you get the most out of Dynamics GP quickly and effectively. This book picks up where implementation training leaves off. Whether you are new or experienced, you will find useful recipes to improve the way you use and work with Dynamics GP. The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give you tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, connecting Dynamics GP to Microsoft Office, exposing hidden features in Dynamics GP, PowerBI, and much more Style and approach This book follows a recipe-based approach with a problem-solution mind-set. Each recipe is independent of the others; real-world tested, and designed to be used immediately."
Real World Business Intelligence With Microsoft Dynamics Gp
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Author : Belinda Allen
language : en
Publisher: Packt Publishing Ltd
Release Date : 2015-05-30
Real World Business Intelligence With Microsoft Dynamics Gp written by Belinda Allen and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-05-30 with Computers categories.
If you're a GP user, this book is aimed at making your job easier. How? Through the use of Business Intelligence (BI) provided by your Microsoft Dynamics GP software to aid you in making informed decisions. This book assumes no previous experience; however, a basic knowledge of Excel is expected.
Microsoft Dynamics Gp Complete Self Assessment Guide
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Author : Gerardus Blokdyk
language : en
Publisher: 5starcooks
Release Date : 2018-01-05
Microsoft Dynamics Gp Complete Self Assessment Guide written by Gerardus Blokdyk and has been published by 5starcooks this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-01-05 with categories.
How do we manage Microsoft Dynamics GP Knowledge Management (KM)? How do we Identify specific Microsoft Dynamics GP investment and emerging trends? Who needs to know about Microsoft Dynamics GP ? Which Microsoft Dynamics GP goals are the most important? What threat is Microsoft Dynamics GP addressing? Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role... In EVERY company, organization and department. Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?' This Self-Assessment empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Microsoft Dynamics GP investments work better. This Microsoft Dynamics GP All-Inclusive Self-Assessment enables You to be that person. All the tools you need to an in-depth Microsoft Dynamics GP Self-Assessment. Featuring 723 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Microsoft Dynamics GP improvements can be made. In using the questions you will be better able to: - diagnose Microsoft Dynamics GP projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices - implement evidence-based best practice strategies aligned with overall goals - integrate recent advances in Microsoft Dynamics GP and process design strategies into practice according to best practice guidelines Using a Self-Assessment tool known as the Microsoft Dynamics GP Scorecard, you will develop a clear picture of which Microsoft Dynamics GP areas need attention. Your purchase includes access details to the Microsoft Dynamics GP self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next. Your exclusive instant access details can be found in your book.
Microsoft Dynamics Gp 2013 Reporting
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Author : David Duncan
language : en
Publisher: Packt Pub Limited
Release Date : 2013-08
Microsoft Dynamics Gp 2013 Reporting written by David Duncan and has been published by Packt Pub Limited this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-08 with Computers categories.
A practical guide to creating and managing reports as well as identifying the most appropriate reporting tool for any reporting challenge, this book employs real-life, step-by-step examples in a part tutorial, part reference manner.If you are a Microsoft Dynamics GP developer, consultant or power user who wants to create and manage reports, then "Microsoft Dynamics GP 2013 Reporting, Second Edition" is for you. A working knowledge of Microsoft Dynamics GP is required. A basic understanding of business management systems and reporting applications such as Microsoft Excel and SQL Reporting Services is highly recommended.