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Crm Data To Share Point Reports


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CRM reporting in SharePoint, with Jet Reports

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Crm Data To Share Point Reports

  1. 1. Presented By Peter Ward - Business Collaboration Manager Tara May - Report Writer July 15th 2009
  2. 2.  The conference call dial in will be put on mute for the presentation  Q&A – We will have time at the end of the presentation for questions  A copy of the presentation is on my blog:
  3. 3.  Reporting information  How we want information now  Current GP/ CRM reports  Jet Reports  Demo This is not a tip session
  4. 4.  We use information in 4 ways  Read it - report  Glance at it - dashboard  Store it  Ignore it  Today we store information in the wrong format
  5. 5. Web 1.0 Web 2.0 Hi, have you CRM/GP seen the Hi, have you report seen the report Database Tag Rate It’s in my in GP/CRM box Database Hi, have you seen the report Comment
  6. 6.  Save the files locally and post onto SharePoint when it’s a necessary  People still email everything around….all manually  All reports are in Excel files  The following quick win functionality is not being used:  Alerts  Workflows  Dashboards  2 click approaches  Everyone still asks for the reports…
  7. 7. GP/CRM Data Power user (Non technical) Reporting tool Straight connection to the GP/CRM data schema or other data No cube building Reports can scheduled Output is Excel or web page (SharePoint)
  8. 8.  Excel   or HTML (Excel saved as HTML)        All formatting, graphs, calculations, ALL EXCEL  Real-time access to data  Multi: Database, Dimension, Company, etc  Anything ODBC/OLE Compliant  Automated distribution with Jet Reports Scheduler  Integration with CRM/Great Plains and Customized databases  Simple and short implementation  Great Support and training.  Support site access for licensed designers.  Types of Users  Licensed Designer: Can Design and View Reports  Licensed Viewers: Can View Reports with Drilldown and Refresh.  Anyone can view static reports once they have been generated
  9. 9. Designer: Create reports Have access to the data Ultimately set up the format and filtering on the reports and statements Control what non-designers can see or run. Viewers: Jet Reports’ Viewers are licensed to run reports that Designers create, Real time data within the database (refresh), directly in Excel/html. Viewers are also able to change filters/parameters Non design capabilities Excel Users: Because all Jet Reports are Excel files, anyone with Excel can see a report. For these users, reports will be static and will not be able to be refreshed.
  10. 10. For the demo, please observe: Types of reports Webinized information Drill down functionality Ease of use
  11. 11.  Webinized information  Information that is available to the right people at the right time  The IT department is finances best friend  In fact the IT department is everyone's best friend  There are no surprises with performance
  12. 12.  SharePoint has a self service model  Do you need SharePoint/Jet Reports for report writing?  Ask yourself ‘What is your almost certain predictable future with your  organization’s reports?’  More reports?  Less resources  Greater demands from the business on performance indicators  Shorter time frames  This is a major win in any organization- to take you to the next level.
  13. 13.  InterDyn SharePoint/ Jet Report Quick Start Program  Jet Report Pricing / Promotions
  14. 14. Questions?  Email :   Phone: 212 502 3937 Microsoft confidential internal use only Be part of the experience