The document outlines the features of Dynamic DSM's reporting and dashboard capabilities, emphasizing user customization, data visualization, and reporting functionality. Users can create personalized dashboards with various charts, share them, and utilize role-based forms for accessing relevant data. Additionally, it covers goal management and integration with collaboration tools like Yammer for enhanced communication.

1. Features – Reports/Dashboards

2. Dashboards (1) – Overview
Dynamic DSM comes with several built-in Dashboards. See at a glance (on one page) all
the information you need to make key business decisions. Assemble and present
information from several places in the database in a quickly-read format—whether to use it
to work through your daily business processes or to get an overview of the status of your
business.
• Users are able to create or customize their own dashboards
• Users are able to share dashboards with other users as read-only or editable
• Users are able to create charts (pie, bar, column, line, funnel, etc.) for each dashboard
• Users are able to drill-down into any dashboard chart and view filtered results
• When charts are filtered, then the corresponding list view is also filtered
• These corresponding list views can be exported to excel as needed (depending on the
user’s permissions)

3. Dashboards (2) – Options & Flexibility
Dynamic DSM Dashboards contain multiple panels (i.e. views). Users have the flexibility to
have as many Dashboards as they want and combine various panels/views on their
Dashboards in order to optimize their job tasks. For example, if someone is focused on
Approvals for a few hours, they can switch to an Approval Dashboard with multiple
lists/types of required Approvals.
Once selected, any Dashboard can be configured to be Default Dashboard. The next time
the user logs in to the system, they will immediately see their Default Dashboard.

4. Dashboards (3) – Examples
Dynamic DSM – Dashboard Examples

5. Dashboards (4) – Corresponding Charts
Each List View in Dynamic DSM can show a set of charts for that module that allows for drill
down interaction. To show chart, click on the bar to the far right of the list view. By
hovering over portions of the chart, details appear in a tool tip

6. Reporting (1) – Options for Reports
Dynamic DSM’s foundation, Microsoft
Dynamics CRM comes with industry-leading
reporting functionality.
• Easily created, edited and shared
• Able to be auto-generated & emailed
• Sent to users per email
• Built with Boolean logic/filters
• Results can be printed to PDF
• Filters can be edited on the fly

7. Reporting (2) – Export to Excel
Export to Excel Reporting
• Any list view can be exported to Excel
• Access to export data controlled by user security
• Excel reports can be created such that the Excel data will automatically refresh each
time the Excel file is opened
• Thus a report can be created for a customer, and every time the customer opens the
report they will see fresh, up to date, data
Export to Excel Options
• Static worksheets
• Pre-configure the data for reimport
• Dynamic pivot table
• Dynamic worksheets

8. Reporting (3) – Examples
For more report examples, please see the Reporting Appendix

9. Goal Management and Reporting
• Goals can be defined and compared against most
entities in Microsoft CRM
• Goals can be created for flexible time periods.
Combine smaller goals, such as for specific teams
or programs, into the overall goals for your
organization.
• Create a rollup of all the goals into the actuals that
show how you are tracking
• Goal reporting tracks the following factors
• Actual value
• Target value (including stretch target)
• Where should I be currently in order to hit
the target
• What is the in-progress amount based on
projects not yet complete
Dynamic DSM has the most simple, yet sophisticated, goal tracking management and
reporting in the CRM industry.

10. Role-based Forms and Views
Microsoft Dynamics CRM 2013 displays forms based on user roles. This role-tailored design
ensures that the business professionals in your organization have fast access to the relevant
information they need. Role-based forms also prevent users from viewing data that they
are not authorized to view.

11. Record Wall (similar to a Facebook Wall)
Dynamic DSM allows users to “follow” important/relevant records so that any/specific
updates to these records will appear on the user’s wall.
• Users can also view important/relevant updates on the record’s screen (for example, if 3
of the 15 milestones are important, then these 3 milestones can be auto-placed on the
record wall)
• Administrators can determine which events on any record are to be considered relevant
and thus auto-posted to the record wall
• The record wall can be configured/customized for most entities
• Users can post their own comments on the record or with respect to another post

12. Yammer Integration
Yammer is a very powerful collaboration tool. It is like the Record Wall – yet “On Steroids”.
It allows users to communicate/chat with both internal and external uses.
For example, a Dynamic DSM user can have a dialogue with a Trade Ally regarding a project
at a common customer. The Trade Ally would simply work in his Yammer window while the
Dynamic DSM user continues to work in the Tracking System.