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Actionable Insight in Microsoft Dynamics CRM 2011


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Review methods of getting to and displaying your data in Microsoft Dynamics CRM 2011 for actionable insight including dashboards on phones and tablets.

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Actionable Insight in Microsoft Dynamics CRM 2011

  1. 1. Actionable Insight in Microsoft Dynamics CRM 2011 with Real Time Analytics Will Slade Senior CRM Consultant
  2. 2. Objective of this Presentation Review methods of getting to and displaying your data in CRM for actionable insight
  3. 3. Objective of this Presentation Did you catch that last part about actionable insight  This presentation will highlight lots of pretty charts,..  But really, it is not about the pretty charts,..  It is about creating meaningful charts with the right data
  4. 4. Agenda • Let’s get small with Big Data • Advanced Find is your Friend • What are Meaningful Charts? – Charts for Views, Dashboards, Forms – JavaScript as a reporting tool? • I’ll take my Analytics to go please • Summarize
  5. 5. Let’s first discuss Data
  6. 6. This Data Not this Data
  7. 7. Discussions on data often turn to Big Data What is Big Data?
  8. 8. From Wikipedia Big data is the term for a collection of data sets so large and complex that it becomes difficult to process using on-hand database management tools or traditional data processing applications. The challenges include capture, curation, storage, search, sharing, transfer, analysis, and visualization. The trend to larger data sets is due to the additional information derivable from analysis of a single large set of related data, as compared to separate smaller sets with the same total amount of data, allowing correlations to be found,…
  9. 9. So is Big Data better?
  10. 10. The better question is: Is Big Data meaningful and actionable?
  11. 11. Let’s get small (and meaningful) with Big Data
  12. 12. Smaller and meaningful for actionable insight • Specifically in Microsoft CRM 2011 – Using the Advanced Find tool in Microsoft Dynamics CRM to the find, filter, and sort the data we want. Then save it. – Use Advanced Find saved searches with Charts to visualize and drilldown on data – Group charts and saved searches into Dashboards to provide the roll-up analytics to help ‘steer the ship’
  13. 13. Tool of Choice?
  14. 14. Tool of Choice Advanced Find
  15. 15. Tool of Choice Advanced Find is Your Friend
  16. 16. Advanced Find - Highlights • Advanced Find is a tool to get to your data • Find, filter, and sort the data we want.
  17. 17. Columns • Add and sort the columns you want to see from a specific CRM entity (table) or related entity
  18. 18. Results • View your results immediately and Save your results
  19. 19. Advanced Find is Smart • Provides filters based on the type of data
  20. 20. Advanced Filtering • Group by AND and OR
  21. 21. “Save As” from an existing Saved View • Take an existing Saved View and do a “Save As” • Then add or remove the columns you want
  22. 22. Advanced Find in Action
  23. 23. System Views and My Views
  24. 24. Toolbar of Actions
  25. 25. Fly out Charts
  26. 26. Click to Filter and Drilldown
  27. 27. Drilldown
  28. 28. Meaningful Charts
  29. 29. Meaningful Charts CRM Chart Fields on a Form • Which display below has more meaning? • It may depend on user preference but mainly the chart display should answer the business question in an easy to understand format
  30. 30. Creating Meaningful Charts
  31. 31. Chart Toolbar • With Saved Views, there is the Charts toolbar • Click on New Chart to show the Chart Designer
  32. 32. Chart Designer
  33. 33. Name Your New Chart
  34. 34. Select Chart Type
  35. 35. Select Fields
  36. 36. Save & Close
  37. 37. My Charts List
  38. 38. Grouping Charts onto a Dashboard
  39. 39. Dashboard Toolbar
  40. 40. Dashboard Toolbar
  41. 41. System Dashboards and My Dashboards
  42. 42. My Dashboard
  43. 43. Renewals Dashboard
  44. 44. Speakers Dashboard
  45. 45. Event Planning Dashboard
  46. 46. More Event Related Analytics
  47. 47. Event Analytics - Financials
  48. 48. Creating Dashboards
  49. 49. Create a ‘My Dashboard’
  50. 50. Edit Mode with Dashboard Designer
  51. 51. Add or Remove Existing Charts or Lists
  52. 52. Modify height and width of each chart
  53. 53. When complete – Save and Close
  54. 54. Set As Default or Share
  55. 55. Charts on Forms Meeting Form Example
  56. 56. Meeting Form
  57. 57. JavaScript on Form
  58. 58. Tab Hides Charts
  59. 59. Chart Tab Expanded
  60. 60. I’ll take my Analytics to go please
  61. 61. Microsoft CRM 2011 on a tablet
  62. 62. For smaller devices Try using a direct link to the actual Dashboard web page in a browser
  63. 63. iPad Dashboard
  64. 64. iPad Dashboard
  65. 65. Dashboards on Phones
  66. 66. Just the Dashboard in Browser
  67. 67. Just the Dashboard in Browser • Save to your favorites • Quick access to key analytics for executives • Works well for smaller devices like phones and tablets • Must be a licensed Microsoft CRM user
  68. 68. How do you get the Dashboard URL?
  69. 69. 1. Click on arrow next to Dashboards 2. Right click on any dashboard 3. Copy a Link for Dashboard URL Getting the Dashboard URL
  70. 70. Let’s Summarize
  71. 71. Summary • Advanced Find is your Friend – A great tool to get to your data – View, filter, sort, save, and share data sets • Use charts to visualize and drilldown data – Grouping meaningful charts to a dashboard • Analytics where you need them – On Forms using Charts or JavaScript – Dashboard page for smaller devices
  72. 72. Thank you Will Slade Senior CRM Consultant