Applies to: Microsoft Dynamics CRM Online Fall ’13 and Microsoft Dynamics CRM 2013 (on-premises) You’ve probably noticed that the new user interface has led to some changes and improvements to dashboards. Now, the core modules for Sales, Service, and Marketing can have their own dashboards, which are tailored for the needs of the role. For…Read more
When you’re running a business that’s growing, it can be hard to have a complete view of your financial picture and overall performance. As you grow and add customers, suppliers and product……Read more
The Microsoft Dynamics CRM Product Management team is happy to announce the availability of the Microsoft Dynamics CRM Online Demonstration Kit. This Kit was optimized to facilitate a stand-alone Microsoft Dynamics CRM Online environment. Scenarios Included in this Kit is more comprehensive data, Dashboards, Workflows and Dialogs illustrating core CRM capabilities in expanded scenarios. Read…Read more
In the previous blog post we showed how a sales manager, Kevin, can use the charts and dashboards features to derive quick insights from his Microsoft Dynamics CRM data. In this blog we show how we can take such analyses to the next level by using the customization capabilities in Microsoft Dynamics CRM 2011. Step…Read more
Business users often need to keep a real-time pulse on their customer data . This includes knowing what data changed, when it changed, and whether there are hotspots that need further investigation. With Microsoft Dynamics CRM 2011 Dashboards, putting your finger on the pulse just got a lot easier! In this blog I will show…Read more
Guest blogger and CRM MVP Matt Wittemann is the COO at North Carolina (USA) based C5 Insight, a Microsoft Dynamics CRM and SharePoint consulting practice. A five-time MVP award recipient, he has been working with CRM since shortly after its initial release, and has architected and deployed numerous CRM implementations, including one that received a…Read more
There’s a funny thing about business intelligence: people are baffled by the technologies involved in building insights but the most challenging things about the discipline have little to do with technology. I’ll grant that using PIVOT and GROUPING SET queries is not trivial but any developer can figure those out in an afternoon. Where I…Read more
This month I am pleased to introduce Jeremy Hofmann, a Manager in Crowe Horwath’s Dynamics CRM practice and is responsible for many successful deployments of Dynamics CRM across North America. In his usual style Jeremy steps out of the box and shows how Microsoft Windows Presentation Foundation can be leveraged in Microsoft Dynamics CRM 4.0….Read more