Microsoft Dynamics® CRM Training
An error occurred while loading the video. Please try again.
This demo will give you some insight into "inline visualizations," a rich new feature in Microsoft Dynamics CRM Online 2011.
With inline visualizations, users can leverage real-time data analytics in order to create and share business information in a visual manner. This feature also has drill-down capabilities to give you deeper insight into your data. By allowing users to analyze business information in multiple dimensions, it is now easier than ever to uncover patterns and insights that are important to your organization.
(Navigate to Sales > Sales > Opportunities. Make sure the view titled Open Opportunities is chosen and displayed.) Here, we start with a list of Open Opportunities in list form. With one click, we're able to see the Opportunities represented graphically as a Sales Pipeline Chart, organized by estimated revenue. (On the far right, the minimized chart pane shows the text Click here to view the chart. Click to expand it.)
Next, since our sales goals are time-based, we want to look at how these opportunities are expected to close over time. Therefore, we'll create a new visualization.
You can see that there are a number of options available to us, which help us view the data in a manner specific to our current needs. For this example, we'll select "Estimated Revenue" and "Estimated Close Date."
(In the Charts tab of the ribbon, click New Chart. The ribbon opens the Chart Tools Design tab and the Chart Designer appears in the chart pane. For Legend Entries ( Series ), choose Est. Revenue and Sum. For Horizontal ( Category ) Axis Labels, chose Est. Close Date and Month.)
Lastly, we pick the best visual format for our new chart. Again, you can see there are a number of formats available to us such as column, bar, line, pie, and funnel. This way, we can see our data in a contextual manner. In this case, we want a "Line" format.
(In the Chart Tools Design tab of the ribbon, click Line then click Save and Close.)
And there we have it. With just a few clicks, we were able to create a new chart, which shows the monthly pattern in which the opportunities in our sales funnel are scheduled to close.
Now let's take a look at the "drill-down" capability. This allows users to drill down to the record level and explore trends within the data. For example, we can drill into this chart and take a closer look at specific opportunities expected to close in a particular month.
(In the chart pane, click one of the line-chart nodes representing current opportunities. A small window opens to allow you to select a field to examine in the opportunity record. Choose Est. Revenue. Click the drill-down icon, a right-pointing arrow in the small window, to view a chart of just that field. To return to the full chart, click the left-facing arrow under the drill down chart.)
With inline visualizations, we can also filter and modify charts on the fly. As you can see, we can pull up a number of pre-built charts in order to examine this data more deeply.
(Choose other charts using the drop down list above the chart pane.)
As we have seen in this demo, the inline visualizations provided by Microsoft Dynamics CRM Online 2011 help users quickly create and share information in a visual way, to gain timely insight into the data that means most to their organization.
Thanks for watching.