Exercise - Create a workspace and add a tile, list, link, and Power BI element

  • 25 minutes

Watch this video to see how to build a custom workspace.

Scenario

As a customer relations manager, you want to create a workspace to quickly view certain information. You want to see the total number of customers and be able to drill through to see more details on customers. You also want to see a list of all the leads that you can filter. You only need to see the date that the lead was opened, the lead ID, status of the lead, the subject of the lead, and comments made on the lead. A chart of the sales of customer groups would be useful, as would having a way to quickly go from the workspace to the quotations page.

Before you begin

To complete this exercise, you will need access to an environment that has a standard sample of data in finance and operations apps, and is connected to Power BI.

To connect your environment to Power BI, follow these steps:

  1. Go to System Administration > Setup > PowerBI.com configuration.
  2. Select Edit and toggle the Enable PowerBI.com integration to Yes.
  3. Select Save.

Create a new workspace

  1. Open the user interface.
  2. On the Home screen, right-click in the workspace area.
  3. Select the Personalize: Workspaces option.
  4. Select the Add a Workspace option.
  5. Right-click the My Workspace 1 tile.
  6. Select the Personalize: My Workspace 1 option.
  7. In the Text field, enter CRM.

Add a tile to your workspace

  1. Open Sales and marketing > Customers > All customers.
  2. Select the Options tab on the Action Pane.
  3. In the Personalize section, select Add to workspace.
  4. In the drop-down form, select CRM in the Workspace field.
  5. Select the Tile option in the Presentation field.
  6. Select the Configure button.
  7. On the Add as tile form, enter Customers in the Name on tile field.
  8. Select Yes on the Show count on the tile field and then select OK.

Add a list to your workspace

  1. Open Sales and marketing > Relationships > Leads > All leads.
  2. Select the Options tab on the Action Pane.
  3. In the Personalize section, select Add to workspace.
  4. In the drop-down form, select CRM in the Workspace field.
  5. Select List in the Presentation field.
  6. Select the Configure button.
  7. On the Add as list form, enter Leads in the Name for tab field.
  8. In the List style field, select the Tabular (up to 8 columns) option.
  9. Select the check box for the following columns:
    • Date opened
    • Lead ID
    • Status
    • Subject
    • Name
    • Comments
  10. Select OK.
  1. Open Sales and marketing > Relationships > Opportunities > All opportunities.
  2. Select the Options tab on the Action Pane.
  3. In the Personalize section, select Add to workspace.
  4. In the drop-down form, select CRM in the Workspace field.
  5. Select Link in the Presentation field.
  6. Select the Configure button.
  7. On the Add as link form, enter Opportunities in the Name field.
  8. On the Group name field, enter Favorites.
  9. Select the OK button.
  10. Close the page.

Embed a Power BI report

  1. To embed a Power BI report, open your CRM workspace.
  2. On the Action Pane, select the Options tab.
  3. Select Personalize this page.
  4. A personalization menu will appear. Select the Add a field button.
  5. Select an open area on the workspace form.
  6. A Workspace options sidebar will appear. Set the Allow Power BI Control option to Yes and then select OK.
  7. In the workspace, the Power BI tile will be available. In the Power BI tile, select Get started.
  8. When prompted on the Authorize Power BI side pane, select Click here to provide authorization to Power BI.
  9. When you are connected, you will have a list of available Power BI reports. Select the Sales tab.
  10. Select the Sales by Customer Group chart.
  11. Select OK to embed the Power BI reports to your workspace.