Posts Tagged ‘CRM 2011 Dashboards’

P2 Automation, LLC's Logo Hit the Ground Running in 2013 with a Big Sales Funnel

What’s the number one thing you can implement to ramp up your cash flow? Sales. What’s the number one factor that can sink your company? The lack of sales. So […]

P2 Automation, LLC's Logo Taming The Disappearing Quote Syndrome with CRM Dashboards

Do you know what happens to your company’s quotes once they leave the office? When to follow up?  What date was that quote sent out anyway? Does this sound familiar? […]

P2 Automation, LLC's Logo Manage Your Sales Follow-Up & Follow-Through Effectively with CRM Dashboards

Do you want more business?  If your answer is “yes” then you need a way to stay on top of the sales leads you already have in place.  Yet, if […]

P2 Automation, LLC's Logo 2013 Business Productivity Planning

It’s time to leverage your technology budget more effectively. Technology today offers businesses of all sizes a wide range of tools to better organize and manage their business. These tools […]

P2 Automation, LLC's Logo CRM Dashboards...the "One Stop Shop" for Your Entire Workday

CRM Dashboards provide you with a snapshot of the data that is important to you…all in one place.  From there – you can drill into your data to get more […]

Ledgeview Partners 's Logo 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 […]

Hitachi Solutions America, Ltd.'s Logo CRM 2011 Dashboard: Sorting a Chart On the Aggregate Value

The other day I created a basic chart in CRM 2011 which showed the total portfolio value for each portfolio manager. The result was here (redacted): As you can see, […]

Hitachi Solutions America, Ltd.'s Logo Take Control of Your CRM 2011 Dashboard With the Report Control

The more I see and work with the CRM 2011 Dashboards, the more I like them.  One thing that I was curious about with the first release was how to embed […]

Citron Cooperman's Logo 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 […]


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