product presentation bi analytics for dynamics crm · to install bi analytics, all it takes is to...
TRANSCRIPT
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Extending the functionality and industry focus of
Microsoft Dynamics® CRM
Extending the functionality and industry focus of
Microsoft Dynamics® CRM
PRODUCT PRESENTATION
BI ANALYTICS FOR DYNAMICS CRM
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AGENDA
BI Analytics - Featured Product Overview
Comprehensive Product Demonstration
Pricing
Q/A
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CONFERENCE ATTENDANCE/SHOWCASE
Convergence 2007/March– San Diego, CA
MS BI Conference 2007/May – Seattle, WA
WWP Conference 2007/July – Denver, CO
WWPC Australia 2007/August – Hamilton Island, Australia
Convergence Europe 2007/October – Copenhagen, DK
MS CRM 4.0 Launch – US/International
The Data Warehousing Institute (TDWI) – 2008/February -Las Vegas, NV
CEBIT – 2008/March – Hannover, Germany
Convergence 2008/March – Orlando, FL
WWPC 2008/July – Houston, TX
WWPC Australia 2008/August – Port Douglas Australia
MS BI Conference 2008/October - Seattle
Convergence Europe 2008/November – Copenhagen, DK – (scheduled)
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BI ANALYTICS - ULTIMATE BI FRONT END FOR DYNAMICS CRM
25 Pre-Built Reports/11 categories – Including Campaign Analysis, Case
Analysis, Contract Analysis, Customer Profitability, Lead Analysis, Opportunity
Analysis, Win/Lose Analysis, Resource Utilization, Sales Quota Analysis, Sales
Value Analysis and Services Performance Analysis.
Role based access privileges can be assigned to folders and report/creation.
Zero-Footprint and 100%.net, easy to use analytic Front-End. User can utilize
easy to use drag-n-drop user interface to quickly create reports, charts and KPI
dashboards.
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BI ANALYTICS - PRE-BUILT CUBE FOR DYNAMICS
CRM
Deploy
Predefined
Cube
Process CubeIntegrate
Security
•Automatically converts CRM Data to SQL Server Analysis Services Cube
•Utilizing the Microsoft Dynamics CRM
Analytics Foundation provided Cube – a
rendering for Account, Campaign, Cases,
Competitors, Contract, Lead, Opportunity,
Product, Resources, and Services Data
Dimension is provided.
•Automatically reads data from Dynamics
CRM database to build values for KPI and
members and measures for dimension
attributes. This completely bypasses the
need to construct a cube from scratch.
•Automatically creates a relationship between
System User and Security Role within
Dynamics CRM, plus transfers all necessary
Security Role data privileges to Analysis
Services.
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BI ANALYTICS - DEPLOYMENT ENVIRONMENT
To install BI Analytics, all it takes is to utilize CRM 3.0’s already installed SQL Server and IIS
Server environment, then simply activate SQL Server Analysis Services.
CRM Database
Cubes
(SSAS 2005 SP2)
•SQL Server
IIS Server
BI Analytics
•Windows Server 2003
CRM 3.0 and/or CRM 4.0
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DYNAMICS CRM 4.0
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DYNAMICS CRM 3.0
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BI Analytics – PerformancePoint integration
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BI Analytics – Sharepoint/I E Ready
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BI ANALYTICS - OUTLOOK CLIENT READY
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BI ANALYTICS
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BI Analytics : Reduces resource costs, Reduces report development cycles, and provides
the benefits of Dynamics CRM with Powerful Business Intelligence.
Reporting Services for MS CRM BI Analytics
Change SQL Command and Report Layout Drag & Drop
4-12 days Report Develop time 1 Hour or less
Static Reports Dynamic Report Creation
“
BI Analytics – Power for your MS CRM
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DYNAMICS CRM 4.0
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DYNAMICS CRM 4.0
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BI ANALYTICS (PROFITABILITY ANALYSIS EXAMPLE)
•Number crunching capabilities
•Visual color highlighting
•Strong sorting options
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BI ANALYTICS (OPTIONS)
•25 pre-built reports
•Lots of options
•100’s of chart types
•Conditional formatting
•Drag and drop user interface
•Role based access privileges
can be assigned to reports
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BI ANALYTICS – POWERFUL AND BUILT IN ANALYTICS
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BI ANALYTICS (EXECUTIVE DASHBOARD)
•Drill down capability
•Export to Excel
•Critical data at a glance
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BI ANALYTICS – GRAPHING TO INFORM
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BI Analytics - Outlook Client Ready
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BI Analytics - Outlook Client Ready
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BI Analytics – Sharepoint/I E Ready