icrosoft Dynamics CRM has just that data. It’ means each
played a very important user can see information that is
role for business in relevant to them making it much
managing employees, improved easier to work with and mangers
customer service, and improved can see it all if they so desire.
ability to make good choices
relating to the business The enhanced integration with
operation. Now you can manage Excel is also a real bonus
your business with Microsoft allowing users to export their
Dynamics CRM and reap the full own views. Again rather than
benefit. having to weed through
information that is of no value
Microsoft CRM will provide your to that user they can work with
company with complex reports only the data that is important
based on the data you’ve to them.
collected and you can analyze
that data to make decisions about And to make your reporting and
future marketing strategies, analysis capabilities that much
product lines, and a host of better we have the Excel pivot
other important data. table which provides a live link
to CRM so you are working with
Microsoft CRM view functionality real time data. With the pivot
will allow managers and users at table you can choose which fields
all levels to develop their own you want to see in your report,
screen views of data. This is a as well as design the report just
very handy feature. Let’s say a the way you want it to look.
customer service rep only needs
to see name appointment times, You can refresh the data as often
and comments, then he/she could as you want with real time data.
set up a screen view that shows Excel allows for quick report
generation to answer quick After you create the reports they
business questions. What’s great are directly available in
about this functionality is that Microsoft’s CRM which is ever so
you don’t have to bother the convenient. You can even embed
database administrator to create links if you like.
reports.
Microsoft CRM also integrates
When you incorporate SQL with Outlook and Word which means
Reporting Services you get better you’ve got a whole lot of power
business management because you right at your fingertips. And
can track the key performance since Microsoft Office is the
indicators essential to every most used software package and
business. it’s found in almost every office
it’s ever so convenient to
Microsoft Dynamics CRM provides intergrade your CRM software with
many out of the box sales reports your Office software.
but in general each sales manager
is looking for data in a When you take it into your hands
different format and it would be to manage your business with
impossible for Microsoft to Microsoft Dynamics CRM you’ll
incorporate every option. But the have put power into your business
SQL Reporting Services is the and with power and control comes
perfect platform for creating increased profits.
those in-depth custom reports.
About the Author:
Sayed Ally, is the lead CRM Analyst. His company provides, Microsoft Dynamics CRM. Sayed can be reached at Tel : (905) 815- 1995 ext 22, email: aSayed@cqsolutions.com.
Read more articles by:
Sayed Ally
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