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Posts Tagged ‘Microsoft CRM dashboards’

Take Advantage of Dashboards in Microsoft Dynamics CRM

You’ve seen them before. Bright, colorful and chalked full of all kinds of data. Yes, I’m talking about Dashboards. If you are not taking advantage of the Dashboards feature within Microsoft Dynamics CRM (now known as Dynamics 365), you are missing out on having access to a wide array of important data within a single […]

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Chart Your Course to Success with Microsoft Dynamics CRM

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 […]

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Surfacing User Adoption with Dashboards in Microsoft Dynamics CRM 2011 Part 1

User adoption is an area we put a lot of focus on with each project we deliver to our clients.  Ensuring user adoption can be accomplished in many different ways, as Brad Koontz highlighted in his blog post Tips for Putting the 'Use' in Microsoft Dynamics CRM User Adoption.  Assisting user adoption with a well-designed CRM […]

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Monitor Sales Activities from Central Dashboard

Sales managers have the tough job of keeping tabs on their team.  They need to know what each sales representative is doing, how successful their activities are, and how well (or poorly) different product lines are selling.  Instead of stopping by each of your team’s offices, you can save time and prevent disruptions by using […]

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How To See Your CRM Performance Metrics in Outlook Before You Even Open Your Inbox

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 […]

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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. […]

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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 […]

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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, […]

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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 […]

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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 […]

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