Microsoft Dynamics 365 dashboards provide real-time composite views of your information, which can also be tailored your specific needs. Use a dashboard to see at a glance all the important information needed to make key business decisions every day. Users can quickly drill down through data, open specific records or perform actions.
Dashboards can include of elements such as:
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Native integration with Microsoft Office means that information can be quickly exported to Microsoft Excel from within the CRM as:
Once in Excel, users can create charts or pivot tables as normal. Furthermore, multiple sets of data can be combined giving additional insight opportunities.
Microsoft Dynamics 365 users can construct queries against any entity in the database (including custom entities) and include multi-condition statements through the Advanced Find feature. Advanced Find reduces the complexity of queries by presenting a front-end wizard that allows users to enter queries in natural language statements.
Users can also amend the columns and layout that is output by the Advanced Find. This includes fields, column widths and sort orders.
Once an Advanced Find has been created it can be quickly saved and reused. Alternatively it can be shared with other users.
We are also able to setup feeds from Microsoft Dynamics 365 into your corporate Data Warehouse. These feeds use the Microsoft Dynamics 365 web services to extract data through supported interfaces.
We have also taken data feeds from Enterprise Data Warehouses, to combine this with real-time information. This data can be held in Microsoft Dynamics 365’s ‘entities’ enabling users to quickly combine it with their data in dashboards or advanced finds.