We are pleased to present below all posts tagged with 'Dashboards'. If you still can't find what you are looking for, try using the search box.
Microsoft has been quietly expanding the functionality in the mobile version of Microsoft CRM. Now Microsoft CRM Mobile is truly a cross-platform mobile app that any mobile sales, service or marketing worker will want to use. This article and video provide a brief overview of Microsoft Dynamics CRM's mobile capabilities.
Using Microsoft CRM and need to create reports, dashboards, mail-merges or do more efficient data-entry? This article and video summarize the Microsoft Excel and Microsoft Word integration with Microsoft Dynamics CRM 2016.
“Ever since I started having my team re-key data before sales meetings, sales performance has improved” … said no Sales Manager ever.
Read on for the cardinal sin of the sales process when using a CRM solution and ideas you can implement TODAY to make a lasting impact on the way your team manages their pipeline and closes sales.
If you're upgrading from CRM 2011 to CRM 2015, there are some game-changing upgrades to the user experience that will radically improve your teams performance, and your ability to ensure that everyone is using a consistent (but flexible) process.
Even with the expansive good information out there, companies do the darnedest things when choosing from initiatives that are vying for constrained resources. Surely your organization has never done any of the things outlined here...
The primary reason for this blog post is to share what our experience (aka the real world) has taught us on how to practically implement Business Intelligence (BI) for our clients. I’ll do my best to keep this short-and-sweet, because in all honesty there’s plenty to say on this topic, and enough BI buzzwords and statistics to confuse the entire island of Manhattan!
The idea of web resources has always been a little overwhelming to me. In the past I associated them with something a programmer uses for the wonderful, amazing magic they do in Microsoft Dynamics CRM. As it turns out, even those of us who don't consider ourselves to be hard-core programmers have the ability to take advantage of web resources.
We use dashboards very heavily internally and have recently expanded our set of core metrics and KPIs to be about 12-15 charts and graphs (depending on special events we may have, etc.). In this post I will tell you about a fairly quick way to create rotating dashboards with SharePoint. SharePoint is the perfect solution for our needs because it allows us to stay within our core systems and leverage the platform.
SharePoint has had excellent dashboard presentation capabilities for a long time now. Dynamics CRM formally rolled out dashboard reporting with CRM 2011 (although using SharePoint and/or SSRS enabled dashboard reporting with previous versions of CRM). Now that this functionality is getting embraced and adopted by many organizations, how can it best be leveraged to change the game by truly accelerating performance? Simple. Combine the best of Microsoft SharePoint, Dynamics CRM 2011 and TV or large monitors placed in public areas within your business. Here’s how we’ve done it at C5 Insight.
Activity feeds are a great new feature of CRM 2011. But, as compelling as they are, there is a problem. Getting users to adopt them can be daunting. Some users are not yet comfortable with social networking. Others don't want to have to go to yet another place to track and record information. Still others just have a hard time establishing new habits and work patterns.
But starting to get value out of activity feeds doesn't have to be difficult. This article outlines 3 practical ways that we have been working with activity feeds to boost the value of them, and the adoption of them by users. Read on for more - including a free solution to expand how activity feeds are used in your organization.
Interacting with dashboards in Dynamics CRM 2011 is a powerful way to monitor and manage your business. Frequently, however, it would be helpful to “drill into” only a portion of a chart (such as a bar in a bar chart or a slice of a pie chart) to see the grid behind it. Because of the way that dashboards function, however, it is not readily apparent how to do this. This post demonstrates how you can accomplish this in just two mouse clicks.
That’s it! In two clicks, you’ve been able to drill from a dashboard, to a chart, to the data behind a specific slice of a chart. See the nearby video for a live example.
One of Microsoft’s goals with Dynamics CRM 2011 was to deliver intelligent experiences across the enterprise. Some of the most important items that Microsoft included in the CRM 2011 toolbox for that are charts and dashboards – collectively referred to as visualizations. Visualizations not only provide a way to rapidly boil a lot of data down into a chart or graph; they also allow managers and users drill down on data and move from analysis to action very quickly. Visualizations can be created at the “system” level (for distribution across your enterprise), and users can create them at the “personal” level (for their own individual use, or to share selectively with colleagues). In this entry, I’ll take a look at how to create personal Charts and Dashboards in 5 easy steps.
Which clients should we focus more time on? Are there any clients that we should consider firing? How can we find new clients that look like our best current clients? Do we have clients that should be more profitable?
These are the questions that many B2B firms are asking themselves as they think through how they should prioritize their client list. So read on for some of the how’s and why’s of establishing a client scoring system.
It's the week after Microsoft unveiled Dynamics CRM 2011 at the Worldwide partner conference and my head is still spinning from all of the great new features and strategic improvements that will be coming soon. Read on to learn about a small number of the most powerful additions you can expect to see in Microsoft Dynamics CRM 2011.
Most organizations with CRM will eventually want to have some kind of dashboards to help their employees focus on the KPIs and CRM lists that are important to them. Creating the dashboards themselves is outside the scope of this article, but there are a variety of ways to build them, from the popular SharePoint dashboards with PerformancePoint analytics, to custom webpages with embedded gauges and reports.
The result should look like this:
3) Now add two custom entities. I've added one c ...
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.