If there’s one thing that’s critical for modern sales and marketing professionals, it’s data. Not just for everyday decision making, but for upper management, as well. After all, it’s not […]
Posts Tagged ‘CRM Reports’
CRM Word Templates- Grouping Report Data
Information is often easier to understand when it is divided into groups. For example, price quotation that groups products as different options or account statement that groups invoices by month. […]
Dynamics Docs- Create Complex Reports and Documents Using Microsoft Word
Dynamics Docs provides Dynamics CRM users, who are familiar with Microsoft Word, to create documents with fields from CRM records inserted in paragraphs and tables in a Word document. Dynamics […]
Reports for Dynamics CRM- Don’t Let Your Boss Read this Post !
If you ever paid for Dynamics CRM reports, burn this Post before your boss reads it! Combine easy to write CRM Reports and auto delivering of reports with CRM Workflows, for […]
Quote with Optional Products and Services with Dynamics Docs for Dynamics CRM
One of the keys to great price proposal is providing options to your client. If you only give them one, they will perceive your proposal as a take it or […]
Dynamics Docs VS Dynamics PDF
Dynamics CRM price quotation, order and invoice are an example to how CRM documents are produced using SQL Reporting Services. Most Dynamics CRM users find it difficult to attach such […]
Dynamics CRM 2013 Online Quote Report
One of the features in Dynamics CRM Sales functionality is the seamless process that takes you from an Opportunity to creating a Quote and converting it to an Order and […]
Tips for Better Performing Microsoft Dynamics CRM SQL Reports in SSRS
For Dynamics CRM On-Premise, Microsoft SSRS-based reports can be developed either as SQL or FetchXML based reports. SQL is the more common (old-school) style of report development and is probably […]
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 […]
How Microsoft Dynamics CRM Online Helped a Manufacturer Wake Up from a Spreadsheet Nightmare
Our client, a manufacturer in Michigan with multiple plants and multiple sales reps across the county, was living a spreadsheet nightmare. To manage their sales pipeline, they relied on a […]