This workshop helps you to learn:
- Environment and Navigation
- Data Management and standard business process
- Sales leads and opportunity flow
- Marketing lists and data analysis
- Create a new customer
- Edit an existing customer
- Enter a customer invoice
- Receive payments
- Create a sales order
- Review reports for accuracy or research
- Understand the basics of security and administration
- Monitor through reporting and telemetry
- Alert and action through automation
- Application lifecycle management and deploying apps
- Connect to, import, and transform data from a variety of sources.
- Define business rules and KPIs.
- Explore data with powerful visualization tools.
- Build stunning reports.
- Share your dashboards with anyone by publishing them on the web or accessing them on the go.
- Have awareness of Power Query and data models.
- Learn how Power Query and Power Pivot in Excel can improve efficiency, provide reusable seamless solutions, and transform existing manual reporting into actionable insights.
- Understand how modern Excel maps into Power BI Desktop.
- Identify opportunities to use Excel and Power BI together.
- Integrate Excel and Power BI solutions into Microsoft Teams and SharePoint.
- Design report layouts.
- Connect to data sources to retrieve report data.
- Work with parameters.
- Visualize report data.
- Add interactive features.
- Publish, consume, deliver, and embed paginated reports.
- Use Power Automate capabilities such as desktop flows and cloud flows, along with API connectors to automate a business process.
- Take advantage of form-processing models or mine several processes using AI Builder or Process Advisor.
- Easily create your own chatbots
- Take action quickly with seamless integrations
- Build smart bots using rich, personalized conversations
- References & Links