Posts Tagged 'Dashboards'
Check out all of the posts tagged with 'Dashboards' below. If you still can't find what you are looking for, try using the search box.
Posted @ 5/8/2013 8:00 AM By Paige Cassada
The idea of web resources has always been a little overwhelming to me. In the past I associated them with something a programmer uses for the wonderful, amazing magic they do in Microsoft Dynamics CRM. As it turns out, even those of us who don't consider ...
Posted @ 3/18/2013 8:59 AM By Curtis Hughes
We use dashboards very heavily internally and have recently expanded our set of core metrics and KPIs to be about 12-15 charts and graphs (depending on special events we may have, etc.). In this post I will tell you about a fairly quick way to c...
Posted @ 2/27/2012 8:54 AM By Geoff Ables
SharePoint has had excellent dashboard presentation capabilities for a long time now. Dynamics CRM formally rolled out dashboard reporting with CRM 2011 (although using SharePoint and/or SSRS enabled dashboard reporting with previous versi...
Posted @ 2/20/2012 7:00 AM By Geoff Ables
Activity feeds are a great new feature of CRM 2011. But, as compelling as they are, there is a problem. Getting users to adopt them can be daunting. Some users are not yet comfortable with social networking. Others don't want to ha...
Posted @ 5/5/2011 1:25 PM By Geoff Ables
Interacting with dashboards in Dynamics CRM 2011 is a powerful way to monitor and manage your business. Frequently, however, it would be helpful to “drill into” only a portion of a chart (such as a bar in a bar chart or a slice of a pie chart) to see the ...
Posted @ 3/14/2011 10:00 AM By Geoff Ables
One of Microsoft’s goals with Dynamics CRM 2011 was to deliver intelligent experiences across the enterprise. Some of the most important items that Microsoft included in the CRM 2011 toolbox for that are charts and dashboards – collectively referred to as...
Posted @ 2/23/2011 12:30 PM By Geoff Ables
Which clients should we focus more time on? Are there any clients that we should consider firing? How can we find new clients that look like our best current clients? Do we have clients that should be more profitable?
These are the questions that many ...
Posted @ 7/19/2010 12:48 PM By Geoff Ables
It's the week after Microsoft unveiled Dynamics CRM 2011 at the Worldwide partner conference and my head is still spinning from all of the great new features and strategic improvements that will be coming soon. Read on to learn about a small number o...
Posted @ 3/30/2009 4:46 PM By Matt Wittemann
Most organizations with CRM will eventually want to have some kind of dashboards to help their employees focus on the KPIs and CRM lists that are important to them. Creating the dashboards themselves is outside the scope of this article, but there a...