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Module Overview
Microsoft Dynamics CRM provides a number of tools to analyze and report
on sales-related information, including the following:
Objectives
The objectives are:
Create and manage sales goals for individuals, teams, and the
organization.
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Customer industry
Customer territory
Opportunity owner
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Opportunity rating
Opportunity owner
Static exports: Create a copy of the data in Excel form. Static exports
help users export all rows that are visible to the user at export time.
Lesson Objectives
Export the results of an Advanced Find or view a Microsoft Office Excel
spreadsheet using the Export to Excel feature.
2.
3.
In the Navigation Bar, click an entity and then click an area. For
example, click SALES and then click LEADS.
4.
In the Command Bar, click the Ellipse (), and click the Export to
Excel icon.
5.
In the Export Data to Excel dialog box, under Use this type of
worksheet, select Dynamic Pivot Table.
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Click Next.
7.
8.
Click Export.
9.
In the File Download dialog box, click Save or Save As to save the
workbook and specify a location.
10. Once the exported file is saved, it can be opened and the pivot table
can be designed as necessary.
11. When the pivot table workbook is opened, the user will need to first
click Enable Editing and then Enable Content.
Microsoft Dynamics CRM dashboards are a powerful feature that allows you to
see at a glance all of the most important information needed to make key
business decisions.
Dashboards are web pages that contain several sections, each of which can display
one of several different components such as charts and lists. In addition to charts
and lists, dashboards can include the following components:
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Column chart
Bar chart
Line chart
Pie chart
Funnel chart
Multi-series chart
Area chart
2.
3.
4.
On the Command Bar, click the Ellipsis button and then click
Customize Entity. The Solution window opens with the
Opportunity entity selected.
5.
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At the top of the chart list, click New. The Chart Designer appears.
7.
In the View used for chart preview drop-down list, select Open
Opportunities.
8.
9.
10. In the drop-down list to the right, accept the default selection, Sum.
11. In the Horizontal (Category) Axis Labels drop-down list,
select Rating.
12. On the Chart Designer Home tab, in the Charts group, click Column
(this is the default value).
13. On the Home tab, in the Save group, click Save and Close.
14. Click Publish All Customizations.
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Select a different chart for the Opportunity view from the drop-down
menu.
Click the View the records that are used to generate the chart
button to open a new window displaying the list view of the
underlying record type side by side with the chart.
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3.
4.
5.
6.
From the Sales Pipeline chart, select View the records that are used
to generate the chart icon in the upper right corner.
7.
This opens the Open Opportunities view with the records used to
generate the chart.
8.
From this location, you can edit the Opportunity records associated
with the chart.
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1.
2.
3.
4.
In the Name text field, enter an appropriate value, and then click
Save.
5.
6.
In the Record Type drop-down list, select the entity containing the
data for the chart.
8.
9.
In the Chart drop-down list, select the chart, and then click OK.
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3.
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1.
2.
In the Command Bar, click the Ellipsis button and select Share
Dashboard.
3.
From the Share user dashboard dialog box, click Add User/Team.
4.
In the Look Up Records dialog box, select the user to share the
dashboard with and click ADD.
5.
The selected user appears in the Share user dashboard dialog box.
Set the permissions for this user here, and then click Share.
6.
The selected user now has this dashboard in his or her dashboard
view.
2.
In the Command Bar, click the Ellipsis button, select Chart Pane,
and then click Right.
3.
4.
In the chart view control panel, click the Ellipsis button and then
select Share.
5.
From the Share user dashboard dialog box, click Add User/Team.
6.
In the Look Up Records dialog box, select the user with whom you
want to share the chart, and then click ADD.
7.
The selected user appears in the Share user dashboard dialog box.
Set the permissions for this user here and click Share.
8.
The selected user(s) now have this chart in their Opportunities view.
Advanced Find Queries: With advanced find queries, you can perform
complicated and comprehensive searches for all types of information, including
searching for information from different types of records. You can also view the
combined data. You can save the searches and their results for later.
In the Command Bar, click the Ellipsis button and select Advanced
Find.
2.
3.
Select the saved view that you want to share, and in the Command
Bar, click Share.
4.
From the Share user dashboard dialog box, click Add User/Team.
5.
In the Look Up Records dialog box, select the user with whom you
want to share the chart, and then click ADD.
6.
The selected user appears in the Share saved view dialog box. Set
the permissions for this user here, and then click Share.
7.
The selected user(s) now have this advanced find query as a saved
view in Microsoft Dynamics CRM.
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2.
Create a chart.
3.
Create a dashboard, and add the advanced find query and chart to it.
4.
Exercise Scenario
Allan Jackson is a sales person for Contoso. He wants to create a global sales
dashboard for his team to use containing a custom view for opportunities he
owns. He also wants a chart for a graphical display of the sales opportunities.
1.
2.
3.
Detailed Steps
1.
f.
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h.
i.
In the next box, click the Lookup button and select the user
Allan Jackson. Click ADD.
j.
Click the Save button in the Command Bar, and name this view
Allan Jacksons Opportunities. Click Save.
d. At the top of the chart list, click New. The Chart Designer
appears.
e.
In the View used for chart preview drop-down list, select Open
Opportunities.
f.
3.
h.
i.
j.
k.
On the Home tab, in the Save group, click Save and Close.
l.
f.
In the Dashboard window, click the top middle section and select
Insert List.
i.
j.
Click the view drop down, and select the saved view you created
titled Allan Jacksons Opportunities. Then click Add.
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b. In the Command Bar, click the Ellipsis button and select Share
Dashboard.
c.
From the Share user dashboard dialog box, click Add User/Team.
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Module Review
There are many reasons why companies purchase business applications such as
Microsoft Dynamics CRM. Some choose it in part for its ease of use, flexibility of
the platform, and so on. However, the reason any company tracks businessrelated data is to make informed decisions about the business. Microsoft
Dynamics CRM provides users and managers tools to help understand the data
they track within the system.
Microsoft Dynamics CRM provides a number of tools to analyze and report on
sales-related information, including the following:
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Think about your own organization or another organization that uses or can
use Microsoft Dynamics CRM. Which of the reporting tools discussed in this
module are most useful to them and why?
2.
This module discussed the use of charts within Microsoft Dynamics CRM. As
you were watching or following along, you might have noticed that there
were a number of available chart types available. What are some
considerations a chart designer should take into account when designing a
chart? What do you feel are some of the challenges with using a particular
chart type?
3.
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Think about your own organization or another organization that uses or can
use Microsoft Dynamics CRM. Which of the reporting tools discussed in this
module are most useful to them and why?
MODEL ANSWER:
2.
This module discussed the use of charts within Microsoft Dynamics CRM. As
you were watching or following along, you might have noticed that there
were a number of available chart types available. What are some
considerations a chart designer should take into account when designing a
chart? What do you feel are some of the challenges with using a particular
chart type?
MODEL ANSWER:
3.
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