Why do so many CRM projects ‘fail’, or at least not achieve all of their objectives? A major reason is that the business is not properly prepared for the change brought by the new system. Andrew Bibby, Microsoft MVP, discusses some of the primary change management obstacles typically encountered on Dynamics 365 CRM projects. Then, using methods backed by 20 years of independent research by Prosci, he will put forward ways in which you can address these problems and increase your chances of project success!

The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

In this session we are going to give a quick overview on connecting to data in D365FO with Power BI and closing major reporting gaps. We will be spending most of our session looking at a simple deployment trick that allows us to create one data set and multiple reports.

Deliverable: Session Attendees will be provided with:

     • Power Point documentation on deployment and steps.

     • Project Accounting Power BI Example – We will give you the datasets and report files we use in this session. These examples can be deployed in users own environments as a starting point.

The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.