Advanced Analytics for CRM

Microsoft - The Essential Guide to Microsoft Teams End-User Engagement
The Essential Guide to Microsoft Teams End-User Engagement

We take you through 10 best practices, considerations, and suggestions that can enrich your Microsoft Teams deployment and ensure both end-user adoption and engagement.

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Last week while at the annual Microsoft Dynamics Convergence in New Orleans (with 10,000 other people- partners, clients and MS employees) there was a great session on Advanced Analytics for Microsoft Dynamics CRM. Many of these options have been available for the last few years since the release of CRM 2011 (both online and on-premises) like Charts, Dashboards, Export to Excel, Pivot Tables and Reports (SSRS). Some items have been enabled/enhanced since the release of Microsoft Office Excel 2013 like Power Pivot, and Power View. Some very cool stuff with a lot of possibilities. By the way, there tools come with Excel 2013 Pro and just need to be enabled.  One of the neat items now available with Excel 2013 is the concept of “Apps for Office”. Take a look here for information on the apps that with data from CRM can help take your analytics to the next level, like Bing Maps and Bubbles just to name a few. To find the Customer Analysis Templates for Microsoft Dynamics CRM you can find them here (specifically for PowerPivot and Power View). Finally for the Microsoft Dynamics CRM 2011 Chart Enhancements you can find the details here. Give them a try and see how Powerful CRM data can be for your organization without involvement from developers.

About the Author

As part of Perficient's Microsoft National team I manage our CRM practice. As part of the Microsoft practice senior leadership team I am focused on the stewardship of our Microsoft xRM/CRM Practice. The primary objectives of our Microsoft Practices are to drive consistent and successful sales and delivery of solutions within the CRM solution space across all Perficient business units. Areas of responsibility include: partner management, sales and marketing and delivery & staff enablement.

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