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Reporting in Microsoft Dynamics CRM

Written By: Cliff Ford on March 1, 2011 No Comment

Key Reporting Features in Microsoft Dynamics CRM 4.0

 

With improved access to reporting utilities and new ways to work with data, Microsoft Dynamics CRM 4.0 helps you get the most out of your CRM data. Wizard-driven configurators enable users to create reports without the assistance of the IT department.

 

SCHEDULED CRM 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.

CRM 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 personalized 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 vs ONLINE CRM REPORTING
Take your reporting with you.

Offline users can take advantage of reporting capabilities using synchronized data. Off  line users can easily run reports against their locally synchronized 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 CRM 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 WITHIN CRM
View activities for specifi c users, cases, and opportunities.

Managing task and activity information is essential in creating happy and profit table 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 organize and prioritize task information. It also serves as a great starting point for creating more detailed, customized activity reports.

Free Download - CRM Excel Tool - TCO Calculator

Comparison Webinar: Microsoft CRM 2011 vs Salesforce.com

This comparison between Salesforce.com and Microsoft Dynamics CRM 2011 will assist you in your CRM evaluation. To view the on-demand webinar, click the image below.

CRM Webinar - Microsoft Dynamics CRM vs Salesforce.com

Locations for CRM Consulting and Training

We encourage you to sign up for our CRM Newsletter. We also suggest going directly to websites such as Microsoft CRM, SugarCRM, Saleslogix as well as Microsoft CRM partners in your area. If you need assistance in finding the best CRM implementation partner in your region, please don’t hesitate to contact us. Simply fill out the form and detail your message in the “Message” field. We have CRM partners in all regions in the United States, including the following cities: West Covina, California, Round Rock, Texas, Murfreesboro, Tennessee, Lewisville, Texas, West Jordan, Utah, Pueblo, Colorado, San Buenaventura (Ventura), California, Lowell, Massachusetts, South Bend, Indiana, Fairfield, California, Erie, Pennsylvania, Rochester, Minnesota, High Point, North Carolina, Richardson, Texas, Richmond, California, Burbank, California, Berkeley, California, Pompano Beach, Florida, Norwalk, California

 

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About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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