Review methods of getting to and displaying your data in Microsoft Dynamics CRM 2011 for actionable insight including dashboards on phones and tablets.

1. Actionable Insight in
Microsoft Dynamics CRM 2011
with Real Time Analytics
Will Slade
Senior CRM Consultant
linkedin.com/in/WillSlade

2. Objective of this Presentation
Review methods
of getting to and
displaying your
data in CRM for
actionable insight

3. Objective of this Presentation
Did you catch that last part about actionable insight
 This presentation will highlight lots of pretty charts,..
 But really, it is not about the pretty charts,..
 It is about creating meaningful charts with the right data

4. Agenda
• Let’s get small with Big Data
• Advanced Find is your Friend
• What are Meaningful Charts?
– Charts for Views, Dashboards, Forms
– JavaScript as a reporting tool?
• I’ll take my Analytics to go please
• Summarize

5. Let’s first discuss Data

6. This Data
Not this Data

7. Discussions on data often turn to Big Data
What is Big Data?

8. From Wikipedia
Big data is the term for a collection of data
sets so large and complex that it becomes
difficult to process using on-hand database management tools or
traditional data processing applications. The challenges include capture,
curation, storage, search, sharing, transfer, analysis,
and visualization. The trend to larger data sets is due
to the additional information derivable from analysis
of a single large set of related data, as compared to
separate smaller sets with the same total amount of
data, allowing correlations to be found,…

9. So is Big Data better?

10. The better question is:
Is Big Data meaningful and
actionable?

11. Let’s get small (and meaningful)
with Big Data

12. Smaller and meaningful for actionable insight
• Specifically in Microsoft CRM 2011
– Using the Advanced Find tool in Microsoft
Dynamics CRM to the find, filter, and sort
the data we want. Then save it.
– Use Advanced Find saved searches with
Charts to visualize and drilldown on data
– Group charts and saved searches into
Dashboards to provide the roll-up
analytics to help ‘steer the ship’

13. Tool of Choice?

14. Tool of Choice
Advanced Find

15. Tool of Choice
Advanced Find is Your Friend

16. Advanced Find - Highlights
• Advanced Find is a tool to get to your data
• Find, filter, and sort the data we want.

17. Columns
• Add and sort the columns you want to see from a
specific CRM entity (table) or related entity

18. Results
• View your results immediately and Save your results

19. Advanced Find is Smart
• Provides filters based on the type of data

20. Advanced Filtering
• Group by AND and OR

21. “Save As” from an existing Saved View
• Take an existing Saved View and do a “Save As”
• Then add or remove the columns you want

22. Advanced Find in Action

23. System Views and My Views

24. Toolbar of Actions

25. Fly out Charts

26. Click to Filter and Drilldown

27. Drilldown

28. Meaningful Charts

29. Meaningful Charts
CRM Chart Fields on a Form
• Which display below has more meaning?
• It may depend on user preference but mainly the chart display
should answer the business question in an easy to understand
format

30. Creating Meaningful Charts

31. Chart Toolbar
• With Saved Views, there is the Charts toolbar
• Click on New Chart to show the Chart Designer

32. Chart Designer

33. Name Your New Chart

34. Select Chart Type

35. Select Fields

36. Save & Close

37. My Charts List

38. Grouping Charts onto a Dashboard

39. Dashboard Toolbar

40. Dashboard Toolbar

41. System Dashboards and My Dashboards

42. My Dashboard

43. Renewals Dashboard

44. Speakers Dashboard

45. Event Planning Dashboard

46. More Event Related Analytics

47. Event Analytics - Financials

48. Creating Dashboards

49. Create a ‘My Dashboard’

50. Edit Mode with Dashboard Designer

51. Add or Remove Existing Charts or Lists

52. Modify height and width of each chart

53. When complete – Save and Close

54. Set As Default or Share

55. Charts on Forms
Meeting Form Example

56. Meeting Form

57. JavaScript on Form

58. Tab Hides Charts

59. Chart Tab Expanded

60. I’ll take my Analytics to go please

61. Microsoft CRM 2011
on a tablet

62. For smaller devices
Try using a direct link to the actual
Dashboard web page in a browser

63. iPad Dashboard

64. iPad Dashboard

65. Dashboards on Phones

66. Just the Dashboard in Browser

67. Just the Dashboard in Browser
• Save to your favorites
• Quick access to key analytics for
executives
• Works well for smaller devices
like phones and tablets
• Must be a licensed Microsoft
CRM user

68. How do you get the Dashboard URL?

69. 1. Click on arrow next to Dashboards
2. Right click on any dashboard
3. Copy a Link for Dashboard URL
Getting the Dashboard URL

70. Let’s Summarize

71. Summary
• Advanced Find is your Friend
– A great tool to get to your data
– View, filter, sort, save, and share data sets
• Use charts to visualize and drilldown data
– Grouping meaningful charts to a dashboard
• Analytics where you need them
– On Forms using Charts or JavaScript
– Dashboard page for smaller devices

72. Thank you
Will Slade
Senior CRM Consultant
linkedin.com/in/WillSlade