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Posts Tagged 'Reports'

We are pleased to present below all posts tagged with 'Reports'. If you still can't find what you are looking for, try using the search box.

Extend Your Dynamics CRM Dashboards Using SharePoint

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.

Role-Tailored Dashboards

 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 ...

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

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.

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SharePoint Upgrade Checklist

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.