1. WELCOME! 5 Benefits Dynamics GP Users will Get from Using Power BI

2. Housekeeping
Presentation is being recorded and will be sent out this week
Keep the questions coming! Type them in and we will do our best to get to them.

3. Meet your Presenter David Huang Business Solutions Consultant
Corporate Renaissance Group (CRGroup)
CPM team. I implement FP&A and BI solutions using Power BI, Tableau, and Board.

4. Agenda
About CRGroup
The top 5 benefits of Power BI for Dynamics GP users!
Live demo & examples
Q&A

5. Transform Your Business
End-to-End Support for Microsoft Technologies
Dynamics
Dynamics 365
Office 365 Power BI
Power Apps
SharePoint
Teams
Leading Systems for Budgeting & Planning
Board
Adaptive Insights
Rapidstart
Top Human Capital Management Solutions
Dynamics 365 for Talent
CRG emPerform
Managed Engagement & 360° Surveys
About Us
CRGroup was established in 1989 – HQ Ottawa
Microsoft Gold Partner and leading provider of Microsoft Solutions
Team of highly tenured staff certified on leading Microsoft Solutions
Focus on end-to-end business transformation
COMPANY
Founded 1989 so In Business for almost 30 years.
CRGRoup has a global reach with offices located in Canada, US, Caribbean, South Africa, and India
We have been profitable every year since inception… and this is NO coincidence.
CRGROUP’S SUCCESS STEMS FROM ITS PEOPLE: A GROUP OF HIGHLY SKILLED BUSINESS CONSULTANTS AND SOLUTIONS EXPERTS. Consultants across the spectrum – for ERP needs, financial planning, and human capital, and custom app development to bridge the gap.
Gold Microsoft partner for 25+ years – Office365, D365, GP Dynamics CRM, SP, Power Platform, more on next page
CUSTOMERS
Diverse experience with clients - we have over 4,000+ clients of various size

6. Top 5 Benefits… Pull multiple data sources into one view.
No specialized technical support required.
Create personalized dashboards relevant to you.
Interact with your data.
Share and collaborate with others.
1. Pull multiple data sources into one view.
CRM, spreadsheets, budgeting tool
Different ways to connect to GP: Odata, pre-published dataset, SQL
TWO DB: GP Accounts, AccountTransactions JOIN AccountSummary
Spreadsheet – exchange rates, narrative, headcount
2.     No specialized technical support required.
Platform brings self-service reporting to the business user. Don’t need IT to make use of it.
Not to say analysts or IT don’t have a role to play in the use of BI but the tool is built for ease of use.
Can download for free
Measure – Net balance
3.     Create personalized dashboards relevant to you.
The most valuable feature of Power BI is the information dashboards, which can be customized to meet the exact need of any user’s role. Dashboards and BI reports can be embedded in the applications to provide a unified user experience.
4. Interact with your data
Don’t have to run different reports because you can cross-filter and drill-down.
Edit Interactions.
Drillthrough
4. Share and collaborate with others.
Publish within workspace.
Power BI helps you to setup automatic data refresh and publish reports allowing all the users to have access to the latest information.
RLS
Roles

7. Let’s take a look!

8. Top 5 Benefits… Pull multiple data sources into one view.
No specialized technical support required.
Create personalized dashboards relevant to you.
Interact with your data.
Share and collaborate with others.
1. Pull multiple data sources into one view.
CRM, spreadsheets, budgeting tool
Different ways to connect to GP: Odata, pre-published dataset, SQL
TWO DB: GP Accounts, AccountTransactions
Spreadsheet – exchange rates, narrative, headcount
2.     No specialized technical support required.
Platform brings self-service reporting to the business user. Don’t need IT to make use of it.
Not to say analysts or IT don’t have a role to play in the use of BI but the tool is built for ease of use.
Can download for free
Measure – Net balance
3.     Create personalized dashboards relevant to you.
The most valuable feature of Power BI is the information dashboards, which can be customized to meet the exact need of any user’s role. Dashboards and BI reports can be embedded in the applications to provide a unified user experience.
4. Interact with your data
Don’t have to run different reports because you can cross-filter and drill-down.
Edit Interactions.
Drillthrough
4. Share and collaborate with others.
Publish within workspace.
Power BI helps you to setup automatic data refresh and publish reports allowing all the users to have access to the latest information.
RLS
Roles

9. Learn more at crgroup.com/powerbi
Questions?
Learn more at crgroup.com/powerbi
At this time I will turn my attention to any questions entered into the webinar panel:
1. What kind of license is required to do what is shown?
Most of what is shown does not require a PRO license if you have access to the data. There’s no right answer for everyone as it depends on how Power BI is being used. Embedding on SharePoint requires PRO, role security requires PRO. But everything else I showed today does not need a pro license.
2. What is the difference between the Desktop and browser client?

10. Thank you for joining! Contact Us:|
crgroup.com/powerbi
If interested in finding out a bit more feel free to contact us.
Other Questions
Office 365
- Power BI