Dashboards and Advanced Find provide highly effective methods to gain accurate and timely insight about your business, your customers and the quality of data in your Dynamics CRM environment.
Dashboards provide the most effective way of combining data across different entities across CRM to provide powerful insight about your customers, whether this is from the sales, service or marketing work areas or a mix of all three.
Are you using the standard dashboards in CRM, or have you configured personal or system dashboards aligned to your business to maximise the reporting potential across sales, marketing and customer service?
At a glance dashboards are great for providing:
- Strategic dashboards
- Organisation wide reporting against key performance indicators
- Departmental monitoring of successes
- Flagging up any problems, such as high value opportunities without follow up
- Operational dashboards
- Hourly, daily and weekly monitoring of key performance indicators for managers to help them understand at a glance any problem points in the business that need addressing
- Activities lists to provide users with a single screen to help manage their daily workloads
We can train you and your team on creating personal dashboards so you can quickly and effectively monitor the key areas of your business.
Mastering advanced find turns you into a power user of CRM.
Are you able to report on any field across all CRM entities using only one screen? Create new records and run workflows for different entities using only one screen? Manage data quality and data imports…all in one screen?
Effective use of Advanced Find not only saves you time but it helps you to quickly identify data quality issues in your CRM without the need to use a CRM developer. This improves productivity and saves money as you are using this powerful tool to analyse your data and answer key questions yourself.
You know your business data better than anyone else – advanced find helps to take this knowledge to the next level.
We can train you and your team on using advanced find queries so you can analyse your data and resolve data issues before they become a problem.
The next steps to insightful dashboards and analytical use of advanced find
If you want to enjoy the benefits of CRM’s powerful capabilities for both dashboards and advanced find, please contact us for further details.