1. TURBOCHARGE Your Company Analytics with Power BI
Barry Crowell
BI/EDW Solutions Architect
KTL Solutions, Inc.

2. (E) info@ktlsolutions.com
5119 Pegasus Court, Suite T
Frederick, MD 21704
(P)
(E)
Who is KTL Solutions?
KTL Solutions combines consulting services and technology to help businesses eliminate manual processes, use existing technology more effectively, and improve overall productivity within their organization.
We work within the GP/SL and CRM Dynamics realm; Business Intelligence; Managed Services; and Custom Development realms.
How do we do this? Here are some examples:
Upgrading and enhancing your CRM and ERP software
Implementing electronic workflows to automate paper-based processes
Implementing document management solutions
Creating customer portals to reduce phone calls
Connecting e-commerce systems to existing ERP or CRM systems
Building database applications to both desktop or web to solve manual processes
Implementing reporting systems using off-the-shelf tools to create an internal self-service reporting environment

3. AGENDA
Power BI Tips
Content Packs
Future Developments
Power BI Demo

4. Tips - Turbocharge Your Dynamics 365 Connection
Odata v4 specification API 5-10x faster

5. Tips - Power BI Tiles on Dynamics 365 Dashboards
Settings > Administration > Reporting > Allow Power BI visualization
Prerequisites: CRM Online (2016 Spring Wave) and a Power BI O365 subscription.

6. DAX Functionality in DirectQuery Mode

7. Dynamics 365 Content Packs
Sales Manager for Dynamics 365
Service Manager for Dynamics 365
***
Limited to retrieving a maximum of 100K of records
**CRM Entity filters applied
Account 365 days
Activity 90 days
Lead 180 days
Opportunity 365 days
**Customizing the default content packs:

8. The Future - Power BI On Premise
Power BI on premise summer 2017.
Ideas
Learning

9. Power BI - Showcase
Before

10. DEMO

11. Final Thoughts
Ideas -
Learning -
DAX - intro-to-dax/
Stories Gallery - p/DataStoriesGallery
Power BI Dynamic Security
based-microsoft-crm-user-access-rights/
Additional Questions:
Barry Crowell
KTL Solutions, Inc.