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7/18/2019 BI - Seller Guidance http://slidepdf.com/reader/full/bi-seller-guidance 1/39 Business Insights Creating value with business insights Updated Q2FY14 Insights for Marketing and !eller "uidane

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BI - Seller Guidance

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Page 1: BI - Seller Guidance

7/18/2019 BI - Seller Guidance

http://slidepdf.com/reader/full/bi-seller-guidance 1/39

Business InsightsCreating value with businessinsights

Updated Q2FY14

Insights for

Marketing and

!eller "uidane

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#$" % MIC&'!'F( C')FI*#)(I+,

 (able of Contents

!enario 'verview- .hat is the

senario

!ales Motion- /ow to sell it

*eplo0ent and ,ife0le !upport-'3 *eplo0ent with Cloud 5antage

/ow to drive adoption and readiness

12

44

Mirosoft !ervies 6 BI $ratie

&esoures3

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!etion 1

!olution !enario 'verview

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#$" % MIC&'!'F( C')FI*#)(I+,

BI !olution!enario 'verview

.hat Is It7

!pend ost of the )eed aess to pr

for anal0sis and d

+re re9uired to shinsights

 (arget #plo0

 (he Business Insight solution targets opanies with a need to iprove their abilit0 to anal0:eand prioriti:e arket; produt and ustoer opportunities and risks; inluding-

+bilit0 to 9uikl0 proess large volues of data fro disparate soures

"aining insight into ustoer behavior; deand; < business odels

/ighl0 interative data e=ploration; visuali:ation < presentation for all skill levels

Opportunity Fact>

More than per ent of the top ;??? global opanies will regularl0 fail to ake insightfuldeisions about signi8ant hanges in their business and arkets> B0 2?1; business units willontrol at least 4? per ent of the total budget for BI @I*CA>

In addition; business depend on the abilit0 to drive real 6tie ustoer and opetitive insightsfro ustoer; transation and digital data generated fro pointofsale; obile and soialplatfors; as well as loudbased big data sets to 9uikl0 glean insights to ake ustoerfaing

deisions>Our Solution

'ur Business Insight !olution; aelerated b0 $ower BI for 'e 3; the selfservie BI featuresin #=el; and with additional apabilities provided through Mirosoft !Q, and *0nais; delivers aproven delivers a proven; osteDetive solution that allows the deision aker @CM'; 5$ of !ales;CF'A to

1A redue tie spent gathering inforation; 2A redue the tie to arket; A optii:e spendingand investents; 4A ake ore infored deisions and A inrease pro8tabilit0E

Ewith inial I( involveent and while opl0ing with orporate I(seurit0 standards>

Inreaseand grow@G$CIBA

Upgradelatest Mprodut

*riving apture

 (arget #plo0

Faing

Custoer faing s )eed aess to up

ustoers and a )eed abilit0 to e=p

drive upsell and r

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BI !olution!olution !uar0

'ne of the fastest arketing spend areas isbusiness anal0tis @tied to growth indevies; soial platforsA

"rowing need to ontinuall0 harvestustoer; transation and digital data fropointofsale; obile and soial platfors;'npre or loudbased big data to gleanrealtie insights and ake deision>

2 CI's sa0 ustoer retention strongl0tied to anal0tis @I*CA

.h0 (his /unts

Capture and integand e=ternal soure

$ro8tabilit0 < .eb < soial Call enter <

Derive insight frointerative dashboafailiar tools

Quickly make decpro8tabilit0 and us

Primary Solution C

• $ower BI for 'e • !elf!ervie BI Featu

$ower $ivot; $ower 5• Cloud 5antage !ervi

3 *eplo0ent and

Additional Compon• Mirosoft !Q,• *0nais

Mirosoft H

!olutionLo!cost solution to:

• "nlock insights from structured andunstructured data b0 9uikl0 proesslarge volues of ustoer < arket dataoriginating fro ultiple soures

#asy to use yet poerful data analyticstehnolog0 based on familiar tools

$aintain and increase revenue b0unovering opportunities < risks to arketshare and priing

Optimi%e spending and investments with insights fro strutured andunstrutured data

&educe time to market and increaseagility with faster; ore infored deisionaking

'arness enterprise!ide talent ande(perience with ollaborative datae=ploration; visuali:ation and presentation

Custoer &e9uireents

#$" ustoer leveraging broad basedarketing; dependent on anal0tis

Custoers looking to tap soial hannels forustoer insight

&oles-• CM'• 5$ of !ales• CF'

.hat Bu0ers to (arget

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BI !olutionUse Cases

Use Cases

1#power eplo0ees to aess and 9uikl0 proess largevolues of ustoer < arket data originating fro ultiplesoures> Unlok insights fro strutured and unstrutureddata>

2

+nal0:e the portfolio of ideas against strategi priorities; oreetris; and investents> $rodut anagers an deterine

the best ideas to invest in; optii:ing spending andinvestents>

#asil0 reate a view into the historial and foreasted sales todisover new insights into ustoer behavior; deand; andprie elastiit0> Identif0 rosssell and upsell opportunities toinrease wallet share and ustoer retention

4Create a single view with highl0 interative; failiar datae=ploration; visuali:ation and presentation for all skill levels>*eision akers an ake faster; ore infored deisions;reduing tie to arket and inrease agilit0>

!aple Custo

http-www>irosoft>iCustoer!tories

 

1$inpoint arket opportunit0; weak vs strong produtpro8tabilit0; and integrate ustoer segent pro8tabilit0anal0sis fro soial edia and other soures for a holistiview of 0our business>

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$rospet- 5alue $roposition

Business leaders are under greater opetitive pressures than ever to perfor well b0 apitali:ing on the best availato drive insight and ake better infored deisions at all levels in the organi:ation>

'ur Business Insight !olution; aelerated b0 $ower BI for 'e 3; @#=el; $ower BI; $owerpivotA; the selfservie #=el; Mirosoft !Q, and *0nais; delivers a proven; osteDetive solution that allows the deision aker @CM'; 5to redue tie spent gathering inforation; 2A redue the tie to arket; A optii:e spending and investents; 4A infored deisions and A inrease pro8tabilit0>EEwith inial I( involveent and while opl0ing with orporate I(standards>

+bilit0 to 9uikl0 proess large volues ofustoer < arket data originating froultiple soures>

"ain insight into ustoer behavior;deand; < business odels> Find opportunities < risks to arket

share !egent < target ustoers +nal0:e and deide on a portfolio of

ideas

/ighl0 interative data e=ploration;visuali:ation < presentation for all skilllevels>

Business )eeds &edue tie spe

Fast < low ost ddisparate soures

&edue the tie selfservie BI 'ptii:e spen

inreasing pro ,aunh new p

arkets < a Be agile < 9ui

opportunities

/arness enterprise=periene Faster; ore i &edue the ti

Bene8ts &

#nable strealined integration < fastanipulation of large data sets

Failiar; proven enterpriseread0 tools $owerful; selfservie anal0sis features Unlok insights fro strutured and

unstrutured data

Collaborative visuali:ation < presentatione=perienes Interative; browserbased data

e=ploration and visuali:ation Collaborative BI dashboards

'ur !olution

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#$" % MIC&'!'F( C')FI*#)(I+,

Business Insight!ales Motion !tages /ighlights

+argeting:• #$" ustoer in Consuer arkets

@large broad ustoer baseA retail;healthare; anufaturing; onstrution;transportation; govNt

• ,arge O of Inforation .orkers• #+ ustoers

,uyer- CM' % 5$ of !ales % 5$ of /& % 5$of Marketing % 5$ of Custoer !ervie

,est Practice: !how and light up theonversation and show the possibilities

$S Sellers- !!$ $rodutivit0J !!$+pp

$latCompetition:

"oogle is a threat in all aounts> #nsureever0 opportunit0 is entered in Cop/ot

IBM; 'rale; !+$; !+!

$rospetQualif0Position -alue of Solution and -alue of

Deployment) Support• Cobine the BI !olution overview with the

'e 3 !olution Brie8ng @(*MA; positiondeplo0ent servies and life0le support>

.ntegrate Fast+rack/ Partner and Cloud-antage in Sales $otion• #ngage servies seller H $artners for $ower

BI$owerview and 'e 3 design anddeplo0ent

• #ngage Cloud 5antage and M!C BI !ervies$ratie @(hoas *rellerA

Avoid lengthy pilots:• Use Fast(rak for 'e 3• Use (ehnial referene selling to prove

solutionsP instead of standing up length0pilots

"se customer references:http-www>irosoft>oenusbiCustoer!tories>asp= 

*evelop$roof 0egotiation:

• 5alidate Contra• Coplete .in &• Fast(rak $ilot • !tart )etwork l

Close

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#$" % MIC&'!'F( C')FI*#)(I+,

$rospet- +ounts; Bu0ers and !ellers

 (arget +ounts

 (hat /ave E

 (arget the

Following Bu0ersE#nterprise +greeents•  (arget renewing #+s• Fous on ustoers running older

versions of 'e; !hare$oint; #=hange• 'lder *atainfrastruture produts

#$" ustoer in Consuer arkets@large broad ustoer baseA

,arge O of Inforation .orkers• Industries with big data needs workers

who need aes to inforation•  (arget industriesopanies in retail;

healthare; anufaturing; onstrution;transportation; govNt

*eision Maker CM' 5$ of !ales 5$ of Custoer !ervie 5$ /uan &esoures Corporate Couniations CI'

Inuener I(

'pportun

E$otential 'ppt03A !!$ $rodutivit0; !

+tivit0 'wners IM*M @Industr0 #= +M +(!  (!$ C+(M @dediated

Q lif * l ill Q li8 ti

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#$" % MIC&'!'F( C')FI*#)(I+,

Qualif0*evelop- iller Quali8ationQuestions

1

Quali8ation Questions /ow *oes the Miroso/elp7+re 0ou able to 9uikl0 identif0 and

address underpenetrated ustoersegents7

#asil0 reate rih data visuali:atio

the insight 0ou need to engage apro8table ustoer segents>

2/ow do 0ou trak soial data7 +re 0ouable to use it to iprove ustoerretention7

!ealessl0 obine soial data winforation for a new level of insibetter retain ustoers and ipro

*o 0our end users 8nd e=isting BI toolsdiult to use7

#power ever0one in 0our organinsight fro rih; interative repovisuali:ations with a solution that

failiar tools the0 alread0 use>

4+re 0ou looking to osteDetivel0iprove ustoer insight aross 0ourorgani:ation7

#=tend e=isting investents b0 dfuntionalit0 using produts and talread0 deplo0ed in 0our organi:a

/ow do 0ou trak the perforane of0our arketing apaigns7

Ma=ii:e prootions eDetiveneshighl0 targeted apaigns; deliveoptial produt oDers to the righ

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#$" % MIC&'!'F( C')FI*#)(I+,

Qualif0- *eo and !how the !olution

BI Finane *eo

'e 3 /ero *eo &esoureshttps-www>irosoftoedeos>o$rovisionRstep1>asp=

*eo resoures available

at http-8npowerview

.e have 3 great BI videos inluding one with $$I that 0ou an wath < share with 0our ustoers>Most of these to 1? in videos have over 2 views and have reeived ver0 good feedbak> You an see details below of eah video !howing +friaTs $rogress with $ower 5iew and $$I b0 Mirosoft http-0outu>be$ba*B.Ce*4  Building an #=el $ower 5iew fro a $*F *ouent http-bit>l0.BsM91 Building a Manufaturing !uar0 with $ower 5iew http-bit>l0V!#'au

Using $ower 5iew to &eview Manufaturing $erforane http-bit>l05&2,kl Building a !ales !uar0 with $ower 5iew http-bit>l0(sQ+o  Using $ower 5iew to &eview !ales $erforane http-bit>l0Yn!?r

BI 5ideos

e 3 /ero !olution *eo

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#$" % MIC&'!'F( C')FI*#)(I+,

Qualif0 (ehnial "uidane- Qualif0$ilot 'e 3D#-#-LOP P&#S#0+ -AL"#

+tivit0 +tivit0

+M

Identif0 ustoerdeision akers foreah ativit0 < presentinitial proposal

,!!*e8ne best lienssenario for usto

!!$

Copliane !olution

*ekH 'e 3!olution Brie8ng @(*MAH *#M'

!!$+M

Business value

disussion for theeeting oplianneeds with 'e

!!$*esign Custoer!olution !enario

!!$ (!$

+ddressgovernane; risk; rit0 ; opliane bloCloud $riniplesA

!!$#ngage servies seller HMC! H C5

!!$ (!$

*eterine deplo0and servies sop

 (!$+(!

Fast(rak !tep 1 pilotkikoD 6

 (!$ (ehnial Brie8ng @workloadsAP

 (!$

*isuss Fast(rak

deplo0ent options andpropose professionalservies

Leverage O*ce 123 Fast+rack Methodolog0to 9ualif0 ustoer for Cloud !olutions

Leverage the O*ce 123 Deployment O4er

.ith the 'e 3 *eplo0ent 'Der;Mirosoft is investing in Fast+rack step 5deployment activities for all ustoers whobu0 at least 1? 9ualif0ing 'e 3 seats@#1; #; #4; #$1; #$2; or e9uivalentgovernent W"X !UsA between !epteber 1;2?1 and Marh 1; 2?14> (he investent isbased on the total nuber of 'e 3 seatsdeplo0ed> $lease see the *eplo0ent 'Der page for further details>

• http-sharepointsites'e3'n&ap!ite$agFast(rak 'verview for Custoers

Fast(rak 'verview for $artners'e 3 *eplo0ent 'Der &e9uireents and

Fast(rak *atasheet

Fast(rak $ubli .ebsite

Fast(rak $ortal

 (op &esoures

 

Qualif0*evelop- $ursuit Quali8atio

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#$" % MIC&'!'F( C')FI*#)(I+,

Qualif0*evelop- $ursuit Quali8atio"uidane

'igh &isk6 StronOppo

Further Qualify

BI *ata !oures

!hare$ointFootprint

BI $latfor

• Copetitive #&$ @e>g>; !+$; 'raleAis standard aross opan0; singleinstane

• Copetitive #&$ is priar0 datasoure for BIanal0tis

• Broad adoption of opetitive BI

stak @e>g> IBM; 'rale; !+$; !+!A

• Minial or no liensing anddeplo0ent of !hare$oint

• Custoer • Custoer

*. or BI; an0 sou

• *ata sets nonrelatiooverhead

• Custoer • Custoer

Mirosoft

Mirosoft platfor

• Broad adoaross e=i

• Custoer

• Custoer has ultiple ,'B s0stes;0et no BI standard aross opan0

• ,ega0 or underperforing *.BI

• ,iited enduser adoption of

opetitive BI tools

• !iloed departentallevel !hare$ointdeplo0ent@sA

I( 'rgani:ation

• Copetitorbiased entrali:ed I(deision aking and budget approval

• !tandardi:ed on opetitorNsarhiteture vision

• Funding available for opetitiveupgrades

• Mirosoftfdeision

• !tandardi:• Cost onst

• *eentrali:ed I( deision aking andbudget approval

• Mi=ed; nonstandardi:ed arhiteture• Cost pressures

!Q, !erverFootprint

• )o !Q, !erver footprint• #&$ running on 'rale; !0base; IBM

• ,arge !Q,• !Q, !erve

standard

• ,iited !Q, !erver footprint• ,iited !Q, !erver I( resoures

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#$" % MIC&'!'F( C')FI*#)(I+,

Qualif0*evelop- Copetition

Failiar and

#as0 to Use

*esription

#=tends #=istingInfrastruture

Cost

.ith G?? illion users of our software; failiarit0 with the Mirose=tensive>

MirosoftNs selfservie BI tools oDer easeofuse for ever0one in th +ll eplo0ees an gain needed insight with the tools the0 use eve

Mirosoft oDers a aor (C' advantage against the other large BI

Man0 features are inluded Woutofthebo=X that other vendors hpreiu addons>

'rgani:ations an deplo0 BI to a wider range of users without inre

Mirosoft solutions work with e=isting s0stes and lega0 appliat

ore value fro e=isting platfors> 'rgani:ations an take advantage of innovation in the industr0 wit

investents>

"oogle has no opetitive solution

'rale; !+$; Battleard on http-opete 

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#$" % MIC&'!'F( C')FI*#)(I+,

!olution$roof- !olution 'verview

Developpro7ta8relation

"ndersimprovpercept

$a(imiretentiosatisfac

$ro8tabilit0 <!egentation

.eb < !oialMedia

Call Center <Custoer !ervie

Capture andintegrate data

fro ultiple internaland e=ternal soures

*erive insightfro data

with rih; interative dashboardsand reports using the tools 0ou know

$ut ininto a

to inreasand usto

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#$" % MIC&'!'F( C')FI*#)(I+,

!olution$roof- /igh ,evel +rhitet

Business Center 'nline.eb Contat Center Mobilit0 +(M rd $art05en

 (&+$

+nal0tis$reditive

)'&M+,IZ#

.arehouse < #(, *ata

!ervies

Custoer,'B /ub

Custoer,'B /ub

Custoer,'B /ub

*ata !ouresInside !oures 'utside !oures

FI)+)CI+,

'$#&+(I')+,

 (&+)!+C(I')!CU!('M#&

$&'FI,#

• M+&#( I)(#,• &* $+&(Y *+(+

!'CI+,

,'C+(I')

F##*M#+!

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#$" % MIC&'!'F( C')FI*#)(I+,

!olution$roof- Custoer Case !tud

 (he bank neededto gain betterinsight intoustoerrelationships

.ith the Mirosoft solution;

.estern Bank an iprovestrengthen relationships; agrowth goals

*eplo0eMirosofwarehoubusinessintelligesolution

W$ower 5iew helps our

bankers full0 oprehendthe ustoersN needs; servee=isting and new ustoersore eDetivel0 than ever;and a=ii:e aountlevel

pro8tabilit0>X! &on -an 9anten/ -ice President of Data Quality

"reat .estern Bank is one of the 1?? largest banks in the United !tates

!ituation !oluti

&esults

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#$" % MIC&'!'F( C')FI*#)(I+,

!olution$roof- Custoer Case !tud

#plo0ees lakedthe e=ibilit0 tobuild their owndata odels

#plo0ees an easil0 generateselfservie business intelligenethat prootes faster; betterdeisions

.orked with MC!to deplo0 aMirosoft BIsolution

W.ith faster and o

eDetive inforationdeliver0 and ollaboaong all t0pesof users; we an takadvantage of the tre

of our data; iprovi9ualit0 of our businedeisions>X! ura; Feh<r/ ,usiness .ntellige

5UB Banka is one of the largest 8nanial institutions in the !lovak &epubli

!ituation !olution

&esults

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#$" % MIC&'!'F( C')FI*#)(I+,

!olution$roof- Custoer Case !tu$ilot Fl0ing #=pets [1? Million $ro8t Boost; "ets Better !ales 5isibilit0 with B!olution

)eed better salesand labor datafro; betterreporting; oretargetedarketing tooptii:e storesales

#plo0ees an now 9uikl0 anal0:ean entire 0ear of planogra storeperforane retail anagers anuse the new solution to boost salesin their stores

!elfserviereporting toolenabled with$ower 5iew andnew odelingtools in !Q, !erver2?12

W'ur diretor of

erhandising for trsupplies and eletroestiates that he wiprove gross pro8t0ear b0 [1? illion

ategor0 alone; ustusing the new !Q, !2?126based planogr

! Darren S $anager Pilot Flyi

!ituation !olution

&esults

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#$" % MIC&'!'F( C')FI*#)(I+,

!olution$roof- Custoer Case !tud

!ought to give itsarketing and riskanal0sts better;ore useful BItools

 (he anal0sts have fast aess toritial ustoer data through eas0touse BI tools> (he0 spend lesstie gathering data; whihiproves eien0>

.orked with MC!to deplo0 aMirosoft BIsolution

W.ith the $ower 5ie

!Q, !erver 2?12 &e!ervies; our anal0se=ible; powerful davisuali:ation tools ththe ake better;

e=at business deis! onathan ,ellisha/ Chief +ech

Based in (el +viv; Union Bank of Israel is the si=thlargest oerial bank in Isr

!ituation !olution

&esults

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#$" % MIC&'!'F( C')FI*#)(I+,

!olution$roof- Custoer Case !tudies

http-www>irosoft>oenusbiCustoer!tories>asp= 

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#$" % MIC&'!'F( C')FI*#)(I+,

,iensing- 'e 3 H #=el H Mirosoft !$ower BI for 'e 3 @##4AMIC&'!'F( !Q, !#&5#& H *0nais

$ower BI

for 'e3

 (hese servies e=tend the selfservie BI apabilities in #=el b0 aking theavailable in a ollaborative online environent>

• $ower BI !ites 6 share; view; and interat with reports in theseollaborative $ower BI sites

• $ower Bi Q<+ 6 use natural language 9ueries to 8nd; e=plore; andreport over 0our data

• Quer0 and *ata Manageent 6 share and anage 9ueries and datasoures; and view 9uer0 usage anal0tis

• $ower BI .indows !tore +pp 6 view reports on the go; with the $ower BIapp

!elf!ervie BIFeatures in

#=el

 (hese features e=tend the dataspei8 features and apabilities of #=el 2?1>!oe of these have been available before; soe are new; but eah is nowintegrated into #=el and into $ower BI online servies>

• $ower Quer0 6 easil0 disover and onnet to data fro publi andorporate data soures

• $ower $ivot 6 reate a sophistiated *ata Model diretl0 in #=el• $ower 5iew 6 reate reports and anal0tial views with interative data

visuali:ations• $ower Map 6 e=plore and navigate geospatial data on a * ap

e=periene

Mirosoft!Q, !erver

• Centrali:ed *ata !tore• $owerful reporting and anal0tis tools• Integration with other disparate data soures

Mirosoft*0nais

• Connet; personali:e; and turn ore leads into sales• Marketing autoation• !oial insight and ollaboration inonte=t

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!etion Mirosoft !ervies 6 BI $ra

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#$" % MIC&'!'F( C')FI*#)(I+,

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\ 1 *a0!trateg0 Brie8ng

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!olution Fator0 5alue *elivered

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#$" % MIC&'!'F( C')FI*#)(I+,

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!etion 4Mirosoft !ervies 6

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#$" % MIC&'!'F( C')FI*#)(I+,

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g p g

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For organi:ations evprodutivit0 workloaCloud -antage Ser

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!etion

/ow to drive adoption andreadiness

Custoer +doption and &eadiness B'

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#$" % MIC&'!'F( C')FI*#)(I+,

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oe>irosoft>oenusoe3sharepointonlineenterprisehelppowerb3overviewandlearning/+1?41?K1>asp=

 

etting Started uides

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Poer ,. Provisioning uide 6 learn how provision and seure a$ower BI tenant; how to assign user lienses for $ower BI; and howthe +din Center enables I( professionals anage the servies> (his guide is designed for I( $rofessionals>

*ownload the Provisioning uide as a .ord douent>

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workbook with ultiple reports> +lso learn how to navigate $ower BIsites; anage 0our data; and get a tour of the $ower BI app for.indows> (his guide is designed for #=el users; report reators;and report onsuers>

*ownload the etting Started uide as a .ord douent;or view a version of the guide online>

Links to forums/ 8logs/ and more informa (he following links provide additional inforatopportunities for $ower BI-• .eNre onstantl0 updating $ower BI features

this onth• 5isit $ower BI forus 6 8nd out what others

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!etion 3

&esoures

+dditional &esoures

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#$" % MIC&'!'F( C')FI*#)(I+,

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