SSRS Reports with MS Dynamics CRM Online

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One of the major limitations using any online CRM is the ability to create complex reports that need to be drilled down further. Like product wise sales, region wise sorted on buying cycles. We have created a simple step by step process to achieve this using SSRS on Microsoft Dynamics CRM 2013.

This is significant because hitherto, SSRS reports were used only on On Premises.

Please view the steps here: – http://1drv.ms/1QTJXP1

Microsoft Dynamics CRM reports using Power BI

Microsoft Dynamics

Power BI gives you flexibility to create awesome reports without going through the rigour of SSRS reports. Some samples from Microsoft Dynamics CRM 2015. http://1drv.ms/1JcHRGK

 

The Hitch Hiker’s guide to Dynamics CRM Implementation | Community Blog

Microsoft Dynamics

 

 

 

http://community.dynamics.com/crm/b/crmpowerobjects/archive/2014/09/11/the-hitchhiker-s-guide-to-dynamics-crm-implementation.aspx

A primer on integration tools. – Orbis Software

 

Tools are used to create Steps within a Task, providing the functional building blocks that interface with common technologies, systems and applications. They are then joined together in a logical sequence to build the business process. Tools can be grouped into the six categories of Event, Input, Format, Output, Execute, General and Specialist (3rd Party).

 

Read more here. Tools.

 

Three extensions to Microsoft Dynamics CRM 2011 Online

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Over the year 2012, we have done several implementations. Each had its own challenges to map the client’s business process to CRM functionality. We were able to successfully do that on each occasion. Of those here are three of them which our customers loved.

  1. Cascading picklist – We had a situation where a client had to go seven levels into a product item. And what more, each level  had to have an option of multi-select.
  2. Assigning leads automatically on a round robin league – A large number of sales reps and hundreds of leads each day can be a daunting task and you could end up having some very angry sales reps. We did our magic again and now the leads are assigned on a round robin league.
  3. Connecting an SMS gateway – India is a SMS country. An average mobile phone user gets at least 20 messages a day from legally authorized service providers. When our customer too wanted to follow this process of connecting and updating its customers from lead registration to payment status, we connected the SMS Gateway API to MS Dynamics CRM online in a matter of two days.

So what is the big deal? Right, it is no big deal. That is how simple it is to create scripts, workflows and plugins and make business processes mapped nicely and efficiently to Microsoft Dynamics CRM 2011 Online.

Property Developer makes ROI on first day of launch

When our client, who is a provider of  mass housing projects, i.e. 3000 to 6000 apartments per site called us to put together a process for a massive launch, we apartmentswere a bit anxious. This was the biggest launch in the history of the company. We were not sure how good the bandwidth is at a distant suburb of the city. We had to make sure that there is very little time the prospective buyers had to waste before they were attended to. This is the solution we put together with the help of the client’s sales staff who had the experience of doing such launches in the past, but without the help of a CRM solution.

This solution is configured around Microsoft Dynamics CRM 2011 Online.

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Microsoft Dynamics CRM Online for Customer Service – A study in process orientation

We are pleased to announce yet another successful implementation of Microsoft Dynamics CRM 2011 online. The client is a service provider based in Chennai who is in the business of chip level repair of notebooks and laptop computers.

Service Portfolio

Microsoft Dynamics CRM Online 2011 Dashboard allows not just decision making, but also gives a holistic view of the quantum of work being processed and Time Management.

Service Manager Dashboard

Service Manager Dashboard

Work allotment is displayed on the Case Manager Dashboard

The company has a fully equipped service centre with repair facilities for each specific sub-system of the PC such as LCD Panel, Keyboard, Mother board and Operating System. The process flow is as follows.

Service Process

Some of the workflows we included are:

  1. When a case gets registered the customer will get a ‘Thank You’ email with ticket number.
  2. When Confirmation is required triggers a mail to customer asking Confirm that some additional work that  is needed.
  3. Writes Letter automatically to the manager asking assistance or approval.
  4. Write letters to Logistics enquiry about the Available products.
  5. SMS customer on completion status.

Microsoft Dynamics simple workflow configuration manager allows accomplishing these easy and efficient.

Workflow

One of the biggest challenges we faced is that of cascading pick list and multi select fields since a PC could have multiple problems. Besides, descriptive notes had to be made with the complaint.

Multi Select Product List and Comment boxes

Based on the information filled in, we generate the case sheet, which is either printed or e-mailed to the customer. Barring Payment collection, every other part of the Service process is accomplished through the CRM.

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