Microsoft Dynamics® CRM Training
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Thank you for viewing “Business Intelligence.” Below, you will find a short practicum designed to help you reinforce this lesson as well as a summary of the material covered in the video.
Practice makes perfect! Complete the short assignment below to reinforce the material that you learned in the video.
Microsoft Dynamics CRM 2013 provides tools for self-service analytics. If you have CRM for Outlook, export a dynamic worksheet to Microsoft Excel of your Contact records. Once you have your Excel worksheet, return to CRM 2013, create a new Contact record or modify an existing one. Next, return to your Excel worksheet and click the Refresh from CRM button. You can find it in the Data tab of the ribbon.
For guidance please refer to the instructions in this email and the “Business Intelligence” video.
This video is separated into 3 segments. The first segment highlights the analytic capabilities of Microsoft Dynamics CRM 2013. The second segment demonstrates how to leverage interactive charts, integration with Excel, Reports, and Dashboards. The last segment takes the viewer through a “How-To” tutorial of creating a personal dashboard.
Business intelligence in CRM 2013 is driven by five core pillars: self-service analytics, real-time data, advanced reporting, inline analytics, and mobility. All five are covered in detail in the video, but it’s important to understand that these pillars provide individual users with significant, personalized insight into their data. End users have the freedom to create their own personal charts, dashboards, reports, and advanced visualizations through integration with Excel.
How to create a personal view:
1. Navigate to desired entity (Accounts in Sales in this example), Sales > Accounts.
2. Click the arrow next to the default view title, and then select Create Personal View.
3. An Advanced Find window opens. Set desired criteria for the view.
4. Click Save As button in ribbon and name the view. Close the Advanced Find window.
5. The new view appears in the view selector towards the bottom in the My Views section.
How to create a personal dashboard (Sales module in this example):
1. Navigate to Sales > Dashboards.
2. The Choose Layout window opens. Pick a layout to begin and click the Create button (Note: the 2-column Regular Dashboard is the most flexible starting layout for rearranging and resizing components).
3. Name your dashboard and begin modifying components. A dashboard can host up to six components.
4. Click the Save button to create your dashboard, which can now be accessed in the dashboard dropdown list.
How to export data to Microsoft Excel:
1. Navigate to the view of data you’d like to export. In this example, let’s use the My Active Accounts view. Sales > Accounts > My Active Accounts.
2. In the command bar, click Export to Excel.
3. The Export Data to Excel window opens. Select between different export options. The dynamic options allow you to export the dataset to a worksheet that you can refresh directly from Excel. This requires the CRM for Outlook plugin.
4. Click Next.
5. The next page allows you to edit the columns of the export. Once you’ve set your columns to your liking, click the Export button.
6. Save the file in a location of your choosing, but DO NOT open it directly from there.
7. Open a new, blank workbook in Microsoft Excel. From there, open the xml spreadsheet.
Please refer to the “What is New in CRM 2013” video series for more information regarding the changes in Microsoft Dynamics CRM 2013. In this series, you’ll find the New User Interface, Mobility, Process Flow, Business Intelligence, Yammer & CRM, Portable Business Logic, and Additional “What’s New” Resources videos.