
Power BI Visuals Of Dynamics Data
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Post a project like this2351
£300(approx. $398)
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- Proposals: 19
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- #2363052
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Salesforce Developer, Consultant, Software Architect, CRM Consultant, Mobile Applications Expert
Director Solutions Delivery | Gold Partner Microsoft Dynamics 365 CRM|Digital Marketing | Website Dev

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Description
Experience Level: Expert
I am looking for a developer to take our existing Dynamics data that we use, carry out some relatively minor customisations relating to Leads and Opportunities. Then to create Power BI dashboards that i can display on office wall mount monitors (ideally that are automatically refreshing and don't require any logging in etc each day) to help our management teams see the important facts.
The information is relatively simple and as a rough example is:
Current leads to be followed up
Number of leads in last 30 days
Number of leads since beginning of the year
Top performing users
Current opportunities to be completed
What stage of the opportunity process is each opportunity at
Number of opportunities in last 30 days
Number of opportunties since beginning of the year
Top performing users
Perhaps some additional metrics as well but nothing too complicated.
In general I just want to see what trends we are having and to get 'buy in' from our staff on the process we are following.
I hope someone is able to help.
Thanks
The information is relatively simple and as a rough example is:
Current leads to be followed up
Number of leads in last 30 days
Number of leads since beginning of the year
Top performing users
Current opportunities to be completed
What stage of the opportunity process is each opportunity at
Number of opportunities in last 30 days
Number of opportunties since beginning of the year
Top performing users
Perhaps some additional metrics as well but nothing too complicated.
In general I just want to see what trends we are having and to get 'buy in' from our staff on the process we are following.
I hope someone is able to help.
Thanks

Andrew M.
98% (13)Projects Completed
19
Freelancers worked with
20
Projects awarded
28%
Last project
20 Jun 2025
United Kingdom
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Have datasets already been created for your use? If so, which file format are you using, please? PBIX, XLSX, XLSM or CSV? Thank you.
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