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matt_brown Frequent Visitor
Frequent Visitor

Customer service analysis workbook

Hi all,

 

I am looking to work with Power BI and Dynamics CRM and have found several references to an example "Customer service analysis workbook" but have not been able to find this anywhere. Can you suggest where to look?

https://www.youtube.com/watch?v=PkQe4BFlBS8

https://community.dynamics.com/crm/b/crmsoftwareblog/archive/2014/12/09/microsoft-dynamics-crm-2015-...

I have the standard Sales Manager example using Dynamics CRM sales data running in Power BI, but was looking for something with a Customer Service focus.

Thanks

2 REPLIES 2
matt_brown Frequent Visitor
Frequent Visitor

Re: Customer service analysis workbook

I have the answer: Office 2013 Customer Service Analysis worksheets can be found at:

 

https://pinpoint.microsoft.com/en-US/Applications/12884985963

 

I now have these in Power BI desktop and have published to the Power BI site.

karenlp97 Frequent Visitor
Frequent Visitor

Re: Customer service analysis workbook

Matt, I am interested in what you are saying, but I don't have PinPoint access - is there another link you could share?

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