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Building on familiar and easy-to-use
Microsoft business intelligence features, Microsoft
Dynamics™ CRM delivers actionable business analytics
consistently and naturally.
When everyone on your team is more
self-sufficient in data management, acting on business
analytics, and creating detailed reports, you’ll all
make better decisions for your organization—attaining
better performance and higher profits.
INTEGRATION
Native Microsoft Outlook experience:
Create a repository of customer data that sits neatly
alongside Microsoft® Office and Microsoft® Office
Outlook®—the applications your employees probably use
every day. From Outlook, employees access Microsoft CRM
sales, marketing, and customer service modules to make
sales decisions, market products, solve problems, and
get strategic views of your business.
Perform better analyses:
Analytics enables comprehensive analysis of business
scorecard management, analyses of aggregated customer
information, predictive analytics, and enhanced
reporting.
DASHBOARDS
Customized analytics dashboards:
Set up customized dashboards around key marketing KPIs
including response rates, budget tracking, revenue
generated from marketing activities, lead source, etc.
(along with MOSS).
Corporate scorecard:
Get an at-a-glance overview of the entire business via
single Corporate Scorecard.
Homepage dashboard:
Select your own dashboard for homepage and integrate
dashboards with other systems.
Enable business analytics tracking with dashboards:
Track performance continuously through dashboards.
Analytics enables managers and employees to quickly
create reports and drill down into areas of interest. It
also offers sale force tools, marketing campaign
management, and customer service solutions to identify
new opportunities, to grow revenue, and increase
efficiency.
BUSINESS ANALYTICS REPORTING CAPABILITIES
Make fast, well-informed business decisions by seeing
what is happening across your organization in seconds.
Create standard reports:
Quickly assess the success of each campaign using
marketing reports including response rate, ROI analysis,
win/loss, and lead sources. Fine-tune existing campaigns
or leverage data to improve the success of future
campaigns. Users can create multi-language reports with
this feature, and set up re-occurring reports. Reports
also feature easy scheduling and distribution with
strong offline capabilities.
Report wizards:
Choose a data source, define a report layout and produce
a report without any coding. Users can easily share,
publish or mark reports private.
Create ad-hoc reports:
Quickly and easily create custom reports against any
field in their database. Easily define objects and
create any report on the fly, and add custom charts with
easy-to-use wizards. Ad-hoc reports also feature
trending and historical comparison.
Create dashboard reports:
Customize dashboards around key marketing key
performance indications (KPIs) including response rates,
budget tracking, revenue generated from marketing
activities, and lead sources. Use dashboards to generate
an at-at-glance overview of the entire business. Select
your own dashboard for your home page and integrate your
dashboards with other systems.
DATA MANAGEMENT
Use scoring and modeling data:
Microsoft
SQL Analytics Services allows non-technical users to
build complex models to score responses, score and rate
leads, and generate predictive business analytics
reports.
Import and export abilities
Microsoft Dynamics CRM features online analytical
processing (OLAP) tools and a unified data model. Your
marketing staff can export data to external sources such
as a pivot table in Microsoft Excel, process the
numbers, and re-import their findings into Excel and
create customized views.
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