crm module 5: reporting leon tribe. about me >trained as a quantum physicist >worked with crm...
TRANSCRIPT
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CRM Module 5: Reporting
Leon Tribe
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About Me
> Trained as a quantum physicist> Worked with CRM systems for 15
years> On the original Microsoft CRM 1.0
beta training> Dynamics CRM certified and a
Microsoft CRM MVP
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Housekeeping
> If you have a question, ask> If you need to go to the toilet, go> If you need a break, ask> If you have a mobile phone:
- Off is great- Silent/Vibrate is fine- On is ok but please leave if it rings and you need to
answer it
> Enjoy yourselves!
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Core Modules
1. General Use
2. Basic Record Management
3. Enquiry Management
4. Marketing
5. Reporting
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Module 5: Reporting
> Finding Records in CRM> Quick Searches> Search Tips> Advanced Find> Multi Entity Advanced Find> Creating Personal Views> Extracting Data with Excel> Creating Charts> SQL Reporting Services (SRS) Reports
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CRM Module 5:
Reporting
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Finding Records in CRM
> Ways to search:- Global Search- Quick Search- System and Personal Views- Alphabet Bar- Advanced Find
> Can find Quick Search and Views at the top of any list view
> Global Search is at the top of the client screen
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Global Searches
> Simplest way to search> Searches multiple records types at once
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Quick Searches
> Can configure which fields it searches on
> Can resort columns> Can use the Alphabet Bar
- Filters on the column being sorted
> Can scroll through the pages
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Fields Used by the Quick Search
For Contacts For EnquiriesBirthdayBusiness PhoneFANFirst NameFlinders EmailFull NameHome PhoneLast NameMiddle NameMobile PhonePreferred Given NameStudent ID
AreaCreated OnCustomerDescriptionEnquiry NumberEnquiry TitleModified OnOwner
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Search Tips
> Try searching on things other than the name e.g. Account Number, Industry
> Use the ‘*’ wildcard
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Exercises
> Play with the basic search tools to see what you can find- Try it for Enquiries and Contacts- Try using wild cards
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Advanced Find
> The most powerful search tool you can run> Plan your Advanced Find query before jumping in
- What kind of records do I want returned?- What conditions need to be met?- What columns do I want to see?- Do I only want to see active records?
> Advanced Find uses the label names
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Exercise/Demonstration
> Create an Advanced Find that shows all students in Glenelg
> Create an Advanced Find that shows all international students
> Create an Advanced Find that shows all students in Glenelg AND are international
> Create an Advanced Find that shows all students in Glenelg OR international
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Multi-Entity Advanced Find
> Not only can we search within a records fields, we can also search the fields of the related records!- And their related records, and their related records....
> Related entities can be found under the field listing for an entity
> You can also show related fields in the columns> When planning your query understand that related
records can be on the left or linked via a lookup
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Exercises (15 minutes)
> Create an Advanced Find of all Active Enquiries made by International students
> Save this query and locate it as a Personal View on the Enquiry list view
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Creating Personal Views
> Saved Advanced Find queries are available for future use- No need to reinvent the wheel each time
> Just go to the list view of the relevant entity and click the View drop-down
> Demonstration: Where to find Personal Views
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Sharing an Advanced Find
> You can share saved Advanced Find queries like you can share records
> This is done from the ‘Saved Views’ tab in the Advanced Find window
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Extracting Data with Excel
> If you have permission, any list of records in CRM can be exported to Excel for manipulation
> Exports can be static or dynamic> You can export to a worksheet or PivotTable> Dynamic exports need the Outlook client to run
> Exercise: Export your previous query to Excel as a Dynamic Worksheet
> Exercise: Export your previous query to Excel as a Dynamic PivotTable and display a count of Enquiries by Owner
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What you can do with Excel Exports
> Share them with other users> Add them as reports> Manipulate them/add graphs etc.
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Creating Charts
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SQL Reporting Services (SRS) Reports
> Existing reports can be run from- Service-Reports- Top of a list view- Top of a detail view
> Context is important> Exercise/Demonstration: Run a report and export
it
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Other Things to Know About SRS Reports
> Report security works the same as other record security
> You can add web links and other files as reports!
> Exercise/Demonstration: Add an Excel export as a report
> Exercise/Demonstration: Add a web link as a report
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Questions?