• Call Back
  • Microsoft Gold partner logo
  • Microsoft Dynamics logo
TypeUse SHIFT+ENTER to open the menu (new window).
  
NameUse SHIFT+ENTER to open the menu (new window).
  
Microsoft Dynamics CRM 2011 Sales Force Automation Datasheet.pdf
  
Microsoft Dynamics CRM Sales and Marketing New Power Couple Whitepaper.pdf
  

Dashboards & Reporting

 
Microsoft Dynamics CRM provides a fast and easy way to view and communicate your business data in a visual format, incorporating charts, graphs and lists.

 

  • Real-time dashboard capabilities - Businesses can rapidly configure multiple real-time dashboards to actively monitor business performance and improve decision-making.

 

  • Pre-defined dashboards are provided out of the box:

​

 ​
CRM 2011 dasboards
​
  • Custom dashboards can be created using existing dashboard layouts as an initial outline. The layout can then be resized or re-arranged and components added from the following resources:
 
    • Resources available:
      • Chart
      • List
      • Web Resource, which can consist of:
        • Web Page (HTML)
        • Style Sheet (CSS)
        • Script (JScript)
        • Data (XML)
        • Images (JPG, PNG, GIF, ICO)
        • Silverlight (XAP)
        • Style Sheet (XSL)
        • iFrame
  • Dashboards can be refreshed and updated providing real-time data at any time.
  • Drill down capability -  to see the data that’s driving each of the components by individual records; filter with View By and Chart Type options.
  • Custom dashboards can be assigned and security permissions set to users and teams.
  • I-Frames can be added to dashboards providing a window to other Portals or internal/external websites.
  • Use the advanced tools in Dashboard customisation to incorporate custom SSRS reports to display data from other systems or data sources.
​		 ​
CRM 2011 dashboards creation
​
 

Reporting

New reporting capabilities in Dynamics CRM 2011:

 
  • Reporting in Dynamics CRM 2011 leverages all of the capabilities existing in SQL Server Reporting Services. Reports can be easily created for Sales Pipeline analysis, Capmaign response, performance reporting and KPI's based on data such as Percentage achieved against goals.
  • Reporting options with CRM 2011 Include:
    • Creating reports using the step by step Report Wizard in CRM, OR
    • Create Custom Reports using the Fetch XML queries as the report data source. Fetch based reports can be created and run in Online and On-premise environment.
    • Many out of the box sales reports in CRM 2011 for detailed data analyses​
 ​ CRM 2011 Report​
 

 
Multimedia Center
CRM2011 Dashboards
CRM2011 Dashboards

 
sales process
support services
development services
what we do

Customer centre

"M4 has provided us with an excellent service from day one. The successful completion of a second, very high profile project has only increased their credibility within the business..."
Natasha Towns
Business Applications Manager,
Logicalis UK

News & events

  • SQL Server 2012 Sneak Peek
    Join the Live Virtual Launch of SQL Server 2012 on 7th March 2012 where you can immerse yourself in the exciting New World of Data with SQL Server 2012.New
  • Get 5 Users for 1 Low Price
    Offer is available only until the end of the business day on 22nd June 2012. For this limited time you can purchase 5 users licenses for an amazing Retail Price of £1,800. New
MORE NEWS >

Cloud & Online services

Although the software we specialise in offers comprehensive functionality, occasionally there may be a requirement missing that could add significant value.
Call us: 0845 5000 777
International: +44 1443 863910
Find us on Microsoft Pinpoint website