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!
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.
Microsoft Dynamics GP SmartList is one of the most popular features in Dynamics GP. It's seamless application to Excel and Word along with countless other features that allow you to easily find your data. In this book you will learn the different aspects of SmartList along with creating, modifying and using SmartList. We also prepared several exercises that you can follow and use as practice to better understand SmartList and sharpen your skills.
Build interactive and analytical sales productivity dashboards for Dynamics CRM 2015 with Power BI About 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 apps Who This Book Is For This 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 apps In Detail Dynamics 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 approach A 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.
Author: Renato Bellu
Publisher: John Wiley & Sons
Release Date: 2008-11-24
If you’re accountable for accounting in a mid-level business, Microsoft Dynamics GP accounting software can be your friend. Microsoft Dynamics GP For Dummies improves the friendship by highlighting the most useful and practical features, dispelling the most common misconceptions, and letting you in on the best tips and tricks — all in plain English! Microsoft Dynamics GP For Dummies shows you how to set up and use this modular accounting program. You’ll learn to customize Dynamics Great Plains, get around the program, create a company, build an effective chart of accounts, and maintain a general ledger. You’ll find out how to: Create invoices and bill your customers, manage receipts, and easily match payments to invoices Set up vendors quickly and easily Customize GP fit your business perfectly and make the home page more efficient Work with the modules you’ll use most often in the Purchasing, Sales, Inventory, and Financial series Safeguard your database and set up a disaster recovery plan containing all the right steps Use Professional Services Tools and utilities to find and fix data discrepancies Get inventory under control Close your books at year end and use shortcuts to easily print reports from all the data you’ve collected Save keystrokes with Quick Journal and batch frequency Leverage the interoperability between Dynamics GP and Microsoft Office applications Make upgrading hassle-free Microsoft Dynamics GP For Dummies helps you make this sometimes-complex program do your bidding, which might account for your rising popularity in the office! Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.
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.
Microsoft Dynamics®CRM 2016 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing every new Online and On-Premises version of Dynamics CRM 2016. Leading Dynamics implementer Marc Wolenik presents comprehensive coverage of configuring, customizing, and operating Dynamics to serve your organization’s unique needs. He illuminates Microsoft’s renewed focus on services, via the Interactive Service Hub (ISH) and advanced cross-platform mobile client support. You’ll also find extensive new coverage of key enhancements including xRM, Adxstudio Portals, FieldOne, Parature, Voice of the Customer, and FantasySalesTeam gamification. In addition, this book is part of Sam’s Content Update Program. As Microsoft updates features of Windows 10, sections of this book will be updated or new sections will be added to match the updates to the software. The updates will be delivered to you via a free Web Edition of this book, which can be accessed with any Internet connection. Wolenik’s example-rich guidance will be invaluable to every IT professional who intends to work with Dynamics CRM 2016, regardless of her experience with Dynamics, Salesforce, or other CRM solutions. Drawing on extensive insider knowledge, he systematically explains how Dynamics CRM 2016 works, why it works that way, and how to maximize its value. You’ll find proven best practices for using every significant Dynamics capability–information available in no other book. Detailed information on how to… Compare each version of Dynamics CRM 2016, make your best choice, and deploy painlessly Leverage Dynamics CRM 2016 as a complete customer engagement solution for all channels and devices Quickly apply capabilities that previously required extensive programming or complex workarounds Efficiently manage accounts, leads, campaigns, collateral, cases, contacts, opportunities, orders, products, quotes, invoices, teams, and more Integrate schedules, cases, contacts, and product/service information Build powerful automated workflows, processes, and complete solutions Customize product catalogs to reduce SKUs, create bundles, and define up-sells or cross-sells Capture the Voice of the Customer with powerful new survey tools Build state-of-the-art customer service dashboards Create seamless, mobile-optimized self-service web portals with Adxstudio Make CRM more fun and compelling with FantasySalesTeam games Extend Dynamics CRM 2016 with custom plug-ins and add-ons
Author: Brian Clifton
Publisher: John Wiley & Sons
Release Date: 2012-03-30
This book is intended for use by customers using Google Classic Analytics and does not cover the newer Google Universal Analytics or related Google Tag Manager. Google Analytics is the free tool used by millions of web site owners to assess the effectiveness of their efforts. Its revised interface and new features will offer even more ways to increase the value of your web site, and this book will teach you how to use each one to best advantage. Featuring new content based on reader and client requests, the book helps you implement new methods and concepts, track social and mobile visitors, use the new multichannel funnel reporting features, understand which filters to use, and much more. Gets you up and running with all the new tools in the revamped Google Analytics, and includes content requested by readers and users especially for new GA users Covers social media analytics features, advanced segmentation displays, multi-dashboard configurations, and using Top 20 reports Provides a detailed best-practices implementation guide covering advanced topics, such as how to set up GA to track dynamic web pages, banners, outgoing links, and contact forms Includes case studies and demonstrates how to optimize pay-per-click accounts, integrate AdSense, work with new reports and reporting tools, use ad version testing, and more Make your web site a more effective business tool with the detailed information and advice about Google Analytics in Advanced Web Metrics with Google Analytics, 3nd Edition.
Microsoft® Dynamics CRM 2013 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing both cloud and on-premise based versions of Dynamics CRM. Leading Dynamics implementer Marc Wolenik fully covers Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online Fall ’13, and many features first introduced in Microsoft’s “Polaris” and Update Rollup 12. You’ll find thorough coverage of Dynamics’ revamped “Flow” interface and advanced cross-platform mobile client support. Extensive new coverage also includes: Business Process Flows, Portable Business Logic, reporting and forms improvements, server-side email synchronization, MarketingPilot, NetBreeze, Yammer, and much more. Drawing on extensive insider knowledge, Wolenik presents proven best practices and pitfalls to avoid in using every significant Dynamics CRM 2013 capability–information available in no other book. Marc J. Wolenik, is CEO of Webfortis, a Microsoft Gold Customer Relationship Management Competency Partner that specializes in delivering Microsoft Dynamics CRM/xRM solutions for companies of all sizes. Learn from experience and dive deep into CRM technologies that cross almost every industry and vertical. His books include Microsoft Dynamics CRM 2011 Unleashed, Microsoft CRM 4 Unleashed, and Microsoft CRM 4 Integration Unleashed. Detailed information on how to… Compare on-premise and cloud versions of Dynamics CRM, make your best choice, and deploy painlessly Use the advanced configuration and customization options that offer you the most value Take full advantage of Dynamics CRM’s new flow interface and productivity shortcuts Learn about new add-on features for Dynamics, including MarketingPilot, NetBreeze, and Yammer Personalize dashboards, activities, calendars, data import/export, and more Manage leads, opportunities, accounts, contacts, marketing lists, collateral, campaigns, quotes, orders, and invoices Integrate schedules, cases, contacts, and product/service information Build powerful automated workflows, processes, and complete solutions Deliver CRM applications to smartphones and tablets, including iOS devices Provide watch lists, automatic alerts, and other sales help through InsideView Social Insights Extend Dynamics CRM with custom plug-ins and add-ons Integrate Dynamics CRM 2013 with SharePoint, Azure, SQL Server, SRSS, Visual Studio, and .NET Framework ON THE WEB: Download all examples and source code presented in this book from informit.com/title/9780672337031 as it becomes available
Author: Robert Martin
Publisher: John Wiley & Sons
Release Date: 2008-04-07
As the most radical change to the Office interface in its history, the Ribbon replaces the traditional menu bar and toolbars and requires a new set of skills for customizing Instructions and examples demonstrate how to customize the Ribbon using VBA, XML, Access, Excel, and Word Covers the relevant aspects of security, such as trust centers and digital certificates Packed with real-world code examples that readers can immediately apply Features helpful references
Author: Timothy R. Mayes
Publisher: Cengage Learning
Release Date: 2017-06-08
Genre: Business & Economics
Taking your spreadsheet skills to the next level, Mayes/Shank's FINANCIAL ANALYSIS WITH MICROSOFT EXCEL 2016, 8E, equips you with a solid foundation in corporate finance while helping you master the tools professionals use every day. It delivers thorough coverage of financial statements, cash budgets, time series forecasting, the Security Market Security Line, pro forma financial statements, cost of capital, VBA programming, Pivot Tables, and Get & Transform tools (formerly known as Power Query). With its unique self-directed learning approach, this reader-friendly book is an ideal resource for independent learning and a valuable reference tool. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version.
Author: Luis Pedro Coelho
Publisher: Packt Publishing Ltd
Release Date: 2015-03-26
This book primarily targets Python developers who want to learn and use Python's machine learning capabilities and gain valuable insights from data to develop effective solutions for business problems.
Author: Tim Ursiny
Publisher: Sourcebooks, Inc.
Release Date: 2005-04-01
Few other factors impact your life as much as your personal confidence. The Confidence Plan is a revolutionary guide that gives you a step-by-step process for building a more confident you. This smart and practical book addresses five essential paths to help you boost your self-confidence. Many people want to grow in confidence, but they try to do it without a plan. And while most confidence books may make you temporarily feel good, they fail to give you concrete ways to grow. The Confidence Plan changes that by offering a six-week practical program for taking your confidence to the next level. Using examples of unstoppable people whose mindsets have become even stronger than before, Dr. Tim Ursiny shows how you can do the same by following a step-by-step program focusing on: o Mental strategies for forming beliefs that lead to peak performance o Emotional approaches for feeling a deep confidence o Behavioral tactics for creating actions that lead to success o Relationship factors to develop a community that recharges you o Spiritual centeredness that creates unbreakable confidence by living your purpose and mission Dr. Tim's unique, holistic approach guides you through the science and habit of optimism and success, including: o Research on what makes people happy and successful o Links to free guides and resources for trainers, coaches and individuals o Practical, immediate action steps for busy people. No matter what your current level of confidence, The Confidence Plan can help you take it to the next level.
THE MOST TRUSTED GUIDE TO SONGWRITING SUCCESS For nearly 40 years, Songwriter's Market has provided songwriters and performing artists with the most up-to-date information needed to place songs with music publishers, find record companies and producers, obtain representation with managers, and much more. Featuring a holistic focus on all aspects of songwriting--from idea generation to marketing--this completely updated edition has more resources than ever before, giving you the tools and first-hand knowledge you need to launch your songwriting career. You'll also gain access to: Articles on improving and honing your songwriting craft: from finding your voice to using rhyme and alliteration to create a better song Technical pieces on project management, the best tools for songwriting on the go, and using social media to your advantage New interviews with industry executives and insiders Hundreds of songwriting-placement opportunities Listings for songwriting organizations, conferences, workshops, retreats, colonies, contests, venues, and grant sources (helpful for indie artists looking to record and tour on their own) + Includes an exclusive FREE download of the webinar "Pat Pattison Masterclass: Rhythm and Point of View" by best-selling songwriter and author Pat Pattison "This book is for the self-starters, the hard workers, and the driven songwriters. Writing songs is only the first part of the journey. Once you've crafted the perfect song, you need to get it into the right hands. Songwriter's Market provides you with the tools you need to do just that." --Ben Camp, assistant professor of songwriting at Berklee, songwriter for Sony/ATV, and songwriter for artists on Columbia, Sony, and Universal "For many years, my role in the music industry has been as a director, and now an owner, of a global songwriter membership organization. Through my experience, I know that songwriters consistently refer to the Songwriter's Market as a go-to resource for credible services, information, and connections." --Sheree Spoltore, founder and president of Global Songwriters Connection and former assistant executive director of Nashville Songwriters Association International
More than 80 recipes to help you leverage the various extensibility features available for Microsoft Dynamics and solve problems easilyAbout This Book* Customize, configure, and extend the vanilla features of CRM to deliver bespoke CRM solutions fit for any organization* Flex and bend Microsoft CRM to meet the varied requirements of different business rules* Implement business logic using processes, plugins, and client-side scripts with MS CRM 2016Who This Book Is ForThis book is for developers, administrators, consultants, and power users that want to learn about best practices when extending Dynamics CRM for enterprises. You are expected to have a basic understand of the Dynamics CRM platform.What you will learn* Customize, configure, and extend Microsoft CRM* Build an Adxstudio portal that provides a compelling web channel for customers* Create processes to deliver automated business rules* Develop client-side extensions to add features to the CRM user interface* Set up a security model to securely manage data with CRM* Manage CRM data internally* Develop and deploy plugins to implement a wide range of custom behaviors* Use third-party applications to reduce development time* Integrate with PowerBI and AzureIn DetailMicrosoft Dynamics CRM provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution.This book starts with the basics of the platform's provisioning, and you will learn all the new ways to get things done with CRM. Then we quickly jump into the no-code configuration and explain schema, fields, and forms. Once this is done, you will explore the server-side and client-side custom code extensions. We then move on to explain design patterns and techniques that can enhance your code quality.Next you will see how to enhance Dynamics CRM by including it in a DevOps cycle to perform quality checks and package and deploy your extensions to the various SDLC environments. You will learn to write enterprise-scale quality code. Next we will use modern libraries and patterns within Dynamics CRM (Angular, 3 tiers, and so on) You will then be introduced to a mature DevOps cycle for your enterprise Dynamics CRM application. The book ends by explaining the upcoming Dynamics 365 extensions.