Configure a Single Dashboard for Sales Performance in Dynamics 365
Question
An organization uses sales dashboards in Dynamics 365
You need to configure a single dashboard that includes the following data: -> both complex key performance indicators that are derived from external data and custom visuals -> real-time data on sales performance that is based on Dynamics 365 data Which three actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Answers
Explanations
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A. B. C. D. E.ABE.
To configure a single dashboard that includes both complex KPIs derived from external data and custom visuals, as well as real-time data on sales performance based on Dynamics 365 data, the following three actions should be performed:
A. Add the external data as virtual entities in Dynamics 365 and use it for the dashboard visualizations: Virtual entities are a way to integrate external data into Dynamics 365 without having to create a physical database. By adding the external data as virtual entities, you can then use it for the dashboard visualizations within Dynamics 365. This option would be appropriate if the external data is related to the sales performance data in Dynamics 365 and needs to be viewed alongside it.
B. Create all visuals in a Microsoft Power BI dashboard. Embed the dashboard in Dynamics 365: Power BI is a powerful data visualization tool that can be used to create complex KPIs and custom visuals that may not be possible to create within Dynamics 365. By creating the visuals in Power BI and embedding the dashboard in Dynamics 365, you can have access to real-time data on sales performance and the external data. This option would be appropriate if the organization requires a high level of data visualization and analysis.
C. Create tiles and a dashboard in Microsoft Power BI: Tiles and dashboards can be created in Power BI using the data from Dynamics 365 and external sources. By creating the dashboard in Power BI, you can include the required visuals and KPIs derived from external data, as well as real-time data on sales performance based on Dynamics 365 data. This option would be appropriate if the organization requires a high level of data visualization and analysis and is willing to use a separate tool for it.
D. Create charts with required data in Dynamics 365: Charts can be created within Dynamics 365 using the sales performance data. However, if the organization requires complex KPIs and custom visuals that are not possible to create within Dynamics 365, this option may not be sufficient.
E. Combine Microsoft Power BI and standard charts on a standard dashboard in Dynamics 365: This option involves creating a dashboard within Dynamics 365 that includes both Power BI visuals and standard charts. This approach would be appropriate if the organization requires a standard dashboard within Dynamics 365 that includes both real-time sales performance data and the KPIs derived from external data.
In summary, the most suitable options for creating a single dashboard that includes complex KPIs derived from external data and custom visuals, as well as real-time data on sales performance based on Dynamics 365 data, would be to either add the external data as virtual entities in Dynamics 365 and use it for the dashboard visualizations or create all visuals in a Microsoft Power BI dashboard and embed the dashboard in Dynamics 365. Creating tiles and a dashboard in Microsoft Power BI is another viable option if the organization requires a high level of data visualization and analysis and is willing to use a separate tool for it.
