Currently, Turnkey Technologies is offering a complimentary 2-hour Business Intelligence/Reporting assessment. In this session, we will scope your high-level business processes to identify your BI reporting needs, requirements and areas for improvement. If you are new to BI, this will give you a good foundation on your path toward smarter business.
Filling up your CRM database with raw data is easy. Extracting that data and turning it into meaningful insight can be a bit more challenging. But by now it’s become apparent: a little effort in this area can yield amazing results for the present and future performance of your organization. In the context of CRM, business intelligence and reports allow you to truly learn the behavior of your customers, as well as variables to your employees’ productivity levels.
All CRM solutions require some upfront work when setting up your BI foundation. Microsoft Dynamics CRM, however, provides more methods to access your database than most other CRM vendors. This opens up a wider variety of flexible reporting and BI tools to choose from that will fit your needs.
Here are 4 primary reporting options readily available in Microsoft Dynamics CRM, scaling up from the simplest to the most complex:
Many companies do just fine with the standard reports built into Dynamics CRM, which cover all areas of CRM. Companies invariably start out using these built-in reports and quickly need to make a decision. These are one-size-fits-all reports, which really means that they’re adequate for most but not great fits for all.
The built-in Report Wizard may not look as slick as the wizards people are used to in Microsoft Office applications, but it packs a lot of power. The wizard can create reports from scratch based on the most-used data fields. The wizard provides a simple way to lay out the reports for display, as well.
Dump to Excel
It’s inevitable: businesspeople want to take data to Microsoft Excel. Excel is ubiquitous and familiar, and getting data into the application is a common requirement for any core business application.
Dynamics CRM, being a Microsoft product, does the transfer to Excel well, and buttons in all the CRM interfaces provide direct and immediate transfer of records. The dynamic option maintains a link to the Dynamics CRM database so that the Excel table can be refreshed in the future. This makes for a powerful reporting combination.
Business Intelligence Development Studio (BIDS)
The next step up is a fairly technical one. Microsoft provides the structure to write CRM reports in Microsoft Business Intelligence Development Studio (BIDS), a Microsoft Visual Studio technical interface most certainly not for novices. Although an advanced way to get data and probably the most expensive for companies, using BIDS for report development is the most powerful and flexible method.
Read the full blog on Toolbox.com for a more detailed look at these methods.
In addition to these 4 options, there is a world of solutions developed for Business Intelligence in Microsoft Dynamics CRM. One of the best is Power BI from Microsoft, which consists of various interrelated tools that allow you to query your data and create dashboards, including geo-mapping, for powerful views of your business from any angle.
Contact Turnkey Technologies, Inc. today for a free 2-hour BI/Reporting assessment!