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Power BI Blog

  • Announcing Power Query support for Salesforce.com

    Today, at the Salesforce Dreamforce conference in San Francisco, we announced the preview of a new Salesforce connector for Microsoft Power Query for Excel. With this integration customers can now connect and work with data from their Salesforce accounts in Excel to build reports, visualize information and discover new insights. You can download this connector now (32-bit, 64-bit). Please be aware that for this preview to work you need to install the latest Power Query update.

    You can watch the following video or continue reading this blog post for more details about this connector preview

    After installing the latest version of Power Query and the Salesforce extension, users see two new sources in the From Other Sources ribbon menu. Like other data sources, Power Query connects on behalf of the user and only has access to the user’s data. The Salesforce API is used in a read-only manner, letting users access the data without making changes. The connection uses the Salesforce OAuth flow, and the user provides their Salesforce permissions to Power Query in order to connect.

     

    Salesforce Objects connects directly to the underlying object tables. Selecting Salesforce Objects displays a full list of all objects to which the user has access. Users can choose one or more tables and import them into the workbook.

     

    Salesforce Reports connects using the Reports API and lets users import reports built in Salesforce into Excel. This option lets users access data in a form similar to what they see in Salesforce, without having to connect to the underlying objects and rebuilding these views on top.

     

    Once in Excel, users can combine their Salesforce data with other relevant data using the wide range of connectors available in Power Query.

    Since this is a preview, the extension and feature set may change in the final released version. This extension is always tied to the latest version of Power Query, and may require users to update.

    Feedback is always appreciated, so please don’t hesitate to send us a smile/frown through the Power Query feedback options.

    #power query#Power BI#Power View#Power BI Training#Power BI for Office 365#Excel#Office 365#Getting Started#Microsoft BI#data sources#data visualization#hybrid#Salesforce

    Mon, 13 Oct 2014 21:00:00 GMT byPower BI Team10 Comments

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  • 3 Examples of Data-Driven Sales Growth

    Last week we announced a new Sales Productivity solution that combines Microsoft Dynamics CRM Online Professional with Office 365 and Power BI. Many of our customers are already using this solution and seeing incredible results, so how can you benefit from it? The common thread across these examples is data. By combining raw data with the power of insights and collaboration, you can increase your business insights, productivity, and ultimately sales growth. Here are some real-world examples: 

    • Grant Thornton LLP uses insights into client demand to increase their sales pipeline. Using these new tools, they’ve increased their opportunities by 450 percent and increased their average win value by 36 percent. “The solution enables us to be much more focused,” says Rick Stow, head of Client Relationship Management at Grant Thornton. “We can use data to make data-driven decisions and communicate to our teams using actual data. Everyone here is very smart, but the additional insights — based on a single shared version of the truth — make us all smarter.”

    • Metro Bank fine-tunes its services to continue its focus on customer experience and reach its million-customer goal. By analyzing the data generated from customers and their interactions with the company’s services (stores, online, telephony, and mobile), Metro Bank can monitor customer interactions with new services that come online, and provide visual dashboards to share this insight across the company. 

    • CSX Transportation, a premier US railway company, identifies new business opportunities. After centralizing their sales data on Microsoft Dynamics CRM, they’re able to see trends across customer information, then relay that trend information to sales teams in order to further uncover these opportunities and pursue them.

    Interested in getting your hands on the Sales Productivity solution? Check it out now. You can find the press release announcing this new solution here.

    #Customer Story#Office 365#Microsoft Dynamics CRM Online Professional

    Mon, 13 Oct 2014 16:00:00 GMT byPower BI Team0 Comment

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