A key benefit of Microsoft Dynamics CRM is how easily and efficiently you can display data in charts and dashboards. A chart is a visual representation of filtered data, or a view. A dashboard is a collection of charts, giving users an at-a-glance snapshot of the key performance indicators they want to track. Much like a […]
continue reading...Posts Tagged ‘CRM Dashboards’
WebSan and MS Dynamics World Present “Maximize Dynamics CRM Right Out of the Box” Webinar
MS Dynamics CRM vs Salesforce Sign up for a free CRM course! Download a FREE CRM Demo WebSan and the leading global independent authority in covering the world of Microsoft Dynamics, MS Dynamics World, have joined together to offer a new Microsoft Dynamics CRM webinar. The free webinar will be held on Tuesday, October 6, […]
continue reading...Improve Client Relations with Case Management Strategies and your CRM Dashboard
What is Case Management and why do I need it? Case Management refers to any type of project, transaction, service or client problem that has a beginning, an end, and some type of resolution. The key factors include the critical need for multiple people to access the same data, to track and capture all client […]
continue reading...Get Better Insights from Microsoft Dynamics CRM with Dashboards
Knowledge is power! Every individual, from frontline customer service reps to the highest level executive, becomes more efficient with the right insights. If you’d like to get better insights from your Microsoft Dynamics CRM system, dashboards are a great place to start. Here are 5 resources that can help: Maximizing CRM Dashboarding and Reporting Capabilities […]
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