PowerBI CRM evaluations for a transport association

Information on current sales processes is mapped in CRM using standard and custom entities. The Dynamics system is accessed via Power BI Desktop and all relevant entities are read as part of the ETL process. The entities are prepared in a star schema with fact and dimension tables. The field labels are taken 1:1 from the German translation in CRM. Various calculated columns and measures are generated using DAX. Evaluations are collected at annual and monthly level. Among other things, the number of ticket sales, product variants and output types are displayed in a yearly and monthly comparison. Furthermore, prospective customers, new customers, cancellations and post-calculations are taken into account. The reports are provided in a workspace in the Power BI Service and are partly integrated into dashboards that are also consumed in Dynamics Sales.