The other day I received a question from an Executive Sponsor on one of my CRM projects. We recently had been reviewing and modeling the capabilities of Dashboards in Microsoft Dynamics CRM 2011. He was obviously impressed and so excited to use them that he asked me if it was possible to see CRM Dashboards [...]
continue reading...Posts Tagged ‘Microsoft CRM dashboards’
Creating a Market Monitor Dashboard in Microsoft Dynamics CRM 2011 in 3 Easy Steps
Thanks to the ease of adding web pages and scripts to forms and dashboards in Microsoft Dynamics CRM 2011, I was recently able to quickly create a Market Monitor Dashboard. The goal was to be able to surface relevant data inside the tool I use all day (CRM), without having to flip to other systems. [...]
continue reading...Making 3-Dimensional Charts in Dynamics CRM
With CRM 2011, dashboards and charts can be made on any entity, within minutes, to help you visually see what you want to see. Do you want to improve the visual look even more by making your CRM Charts look like this? It’s so easy a non-techy person can do it! This process works for the existing [...]
continue reading...Top Three Reasons Why Microsoft Dynamics CRM is Better than the Rest
Even though Microsoft Dynamics® CRM is relatively young, it has been established as a robust player in the CRM market. Companies are drawn to it by the familiar user interface of Microsoft Office and Home Windows XP. It’s easy to train employees in and ensure that everyone’s up to speed on how to use it. After all, [...]
continue reading...Learn How to Create Your Own Dashboards in Microsoft Dynamics CRM 2011!
In previous versions of Microsoft Dynamics CRM, dashboards have been made possible through the creation of custom SRS reports made accessible straight from the Main Form's Navigation bar. We could even tailor things with a little bit of javascript so that only certain sets of eyes could view the metrics, making it a handy tool [...]
continue reading...Built-In CRM Reports Vs. the Data You Really Need
Microsoft Dynamics CRM v4.x comes with a wide variety of tools to view the data in your CRM system. Through the use of SQL Reporting Services reports, elaborate charts and dashboards can be created and are provided through many of the built-in reports as well as available accelerators from the open source Codeplex.com website. Beyond [...]
continue reading...Microsoft Dynamics CRM 2011 Beta Testing – Feedback So Far
The latest version of Microsoft Dynamics CRM (officially called Microsoft Dynamics CRM 2011) is currently in beta release. Along with some of our customers, we’ve been trying it out and putting it through its paces. Here are some thoughts, comments and feedback about the Beta release of Microsoft Dynamics CRM 2011.
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