Microsoft CRM Reporting
Today’s companies are awash in data, but turning that data into actionable knowledge can be difficult and time-consuming. With better access to reporting tools and new ways to work with data, Microsoft Dynamics CRM 4.0 helps you get the most out of your CRM data. Wizard-driven tools enable end users to create sophisticated reports without the assistance of the IT department.
SCHEDULED REPORTING: Get insight on demand.
Keeping up with changes in the customer repository is an ongoing challenge.
Scheduled and recurring reports provide snapshots of the customer information as it evolves. On-demand reporting provides customer data in real time, so that people can stay informed and do their job better.
REPORTING WIZARD: Create, share, and use reports easily.
Microsoft Dynamics CRM 4.0 empowers end users to create, share, and use reports without IT assistance. The web-based Reporting Wizard provides simplified access to information, allowing users to work more independently and freeing IT staff to do other work. Users can also create and share personalised views and filters on reports to help them focus on the information that’s most relevant to their work and share insight with others.
OFFLINE REPORTING: Take your reporting with you.
Offline users can take advantage of reporting capabilities using synchronised data. Offline users can easily run reports against their locally synchronised data store on their client machine, and reports are republished in offline mode. Users have full access to reporting features, such as filtered views, helping them be effective even without a connection to the CRM system.
INTEGRATED REPORTING ACCESS MODEL: Access reports simply and seamlessly.
In Microsoft Dynamics CRM 4.0, a new report security model empowers users to access reporting more easily. Reports are now entities and are managed and administered with the same security roles and rules as other entities in the CRM system. There are no additional authentication mechanisms and no need for any users to subscribe to external security measures to access reports, so they don’t have to spend extra time to access data.
ADVANCED FIND: Enhance your view of customer data.
Enhancements to Advanced Find in Microsoft Dynamics CRM 4.0 give a wider view of customer data. By building on data from anywhere in the CRM system, users can quickly create multiple views from information across multiple areas, such as satisfaction, sales data, opportunities, and others.
DYNAMIC DATA CONNECTIONS IN MICROSOFT OFFICE EXCEL: Work in Office Excel with a dynamic connection to CRM data.
Microsoft Dynamics CRM 4.0 supports dynamic data connections with Office Excel spreadsheet software so users can work with CRM data using familiar productivity tools. Users can import dynamic CRM data into Office Excel from Microsoft Dynamics CRM 4.0 and refresh it from live CRM data while they work using easily accessible controls in the Microsoft Office ribbon. This allows them to take advantage of the data analysis tools of Office Excel for work with their CRM data.
ACTIVITY REPORTING: View activities for specific users, cases, and opportunities.
Managing task and activity information is essential in creating happy and profitable customers. Microsoft Dynamics CRM 4.0 now includes pre-built activity reporting that can be filtered for specific cases, opportunities, CRM users, and activity types. Out-of-the-box, this provides an easy way for account, sales, and case managers to organise and prioritise task information.
To see the full range of Microsoft CRM reporting features, please come to one of our Microsoft CRM seminars at Microsoft HQ.