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Microsoft Dynamics Labs

Customer Analysis Templates for Microsoft Dynamics CRM

by Microsoft Dynamics Labs
  • App Type

    Online Application
  • Business Need

    Business Process Management
  • Works With

    Microsoft Dynamics CRM 2011
  • Industry Focus

    General - Applicable to All

PowerPivot and Power View are exciting self-service Business Intelligence (BI) capabilities from Microsoft. PowerPivot is an add-in for Microsoft Excel that lets you integrate data from multiple sources, create tabular data models, and use the models to create PivotTables and PivotCharts by using the familiar Excel experience. Power View is a data exploration solution for SharePoint that you can use to build highly interactive reports on top of the data models created in PowerPivot (or in Microsoft SQL Server Analysis Services). Power View enables quick and easy visualization of your data while enabling sharing and collaboration of business insights in a familiar SharePoint Server environment.

This solution provides PowerPivot workbooks that let you connect to an on-premises Microsoft Dynamics CRM instance and perform advanced analytics on your sales and customer service data. Using Power View you can share your analytic information by uploading to your SharePoint site, and to create customized reports:

• The Product Sales Analysis report provides an overview of market performance of different products, including gross revenue and margin for each product and a 90-day moving average for the revenue using the Opportunity Product entity in Microsoft Dynamics CRM. You can view and filter the report by territory, product, year and quarter, or salesperson.

• The Sales Pipeline Analysis report shows the status of current active opportunities and estimated revenues for the quarter. Using this report Sales manager can track their sales team’s progress and and pipeline health. Based on the pipeline stage of open opportunities and each salesperson’s estimates, the report creates a revenue projection using easy to customize Excel -based formula.

• The Customer Care Trends report provides support and service managers better insight into some typical problems of a mutilchannel customer service environment, such as determining which channels customers are using to reach them, top support issues, and customer dissatisfaction causes, by providing a rich interactive environment.

• The Account Analysis report provides sales and marketing managers the ability to segment their accounts on different parameters like territory, city, state, ZIP Code/Postal Code, SIC code, and account tier. You can modify the segmentation criteria, or add additional criteria or custom fields to the base Account entity.

Customer Analysis Templates for Microsoft Dynamics CRM has not been reviewed by any customers.

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Version

1.0

Release Date

8/03/2013