Custom Report Development in Microsoft Dynamics CRM

As a Microsoft Gold Certified Partner, Streamsol knows how to get the most out of Microsoft Dynamics CRM. With Streamsol's help, you'll understand why it's no exaggeration to say that Microsoft Dynamics CRM is the best CRM program currently available.

Customizable Dashboard 

With Streamsol's help, you'll have access to new technologies that allow for full customization of your dashboard. The ability to easily customize your Microsoft Dynamics CRM dashboard will alleviate any concern that a program such as SalesForce offers superior features, even if you are using a Hosted Microsoft CRM or On-Premise Microsoft CRM, deployment types don’t matter.

What does the Microsoft CRM dashboard provide? Amongst other things, whether you choose the hosted Microsoft CRM or on-premise Microsoft CRM version, the customizable dashboard includes:

• Real-time sales activities
• Customer inquiries
• Customer support issues
• Lost sales
• Closed sales

Customizable Reports                                     

Without the help of a certified Microsoft CRM consultant, many Microsoft CRM customers don't realize how powerful the reporting features can be. With the help of one of Streamsol's Microsoft CRM consultants, we'll help your business create powerful, customized reports that give you exactly the information you need to make effective decisions for your business. 

Due to limitations in SQL queries from Query Builder, sometimes customized code is required to retrieve the correct combination of SQL information you are looking for. A Streamsol Microsoft CRM consultant can build the complex logic you need to overcome these limitations.

However, complex queries that return huge sets of data can sometimes slow down your system and cause problems with performance. Streamsol's consultants use specialized techniques, including data filters and SQL indexing, that enable you to parse large amounts of data without compromising system performance.

Secure Reports

Built into Microsoft Dynamics CRM are filtered views of reports that restrict access based on a user's Microsoft CRM security role. For example, the owner of a small business may wish to have access to all the different reports from all different departments, but s/he may not want all departments viewing all data. The filtered views apply to all Microsoft CRM business objects, and will give you confidence that your reports are only being viewed by the individuals who need to see them.

The Bottom Line

There's no sense in investing your business' time and money into a new CRM system if you can't get that system to provide you with the dynamic, necessary information to improve your bottom line. Your IT team – if you have one – already has their hands full managing the company's other IT issues. Bringing in a certified Microsoft CRM consultant from Streamsol will get your CRM system up and running quickly, and will enable you to get the most out of your CRM investment.

Recognized as a top ten Microsoft Dynamics CRM Partner in the US, Streamsol was named to Microsoft’s President's Club in 2009.  Our Microsoft CRM practice revolves around three models; Microsoft CRM on-premise, hosted Microsoft Dynamics CRM, and hybrid Microsoft CRM. In addition to embracing the Microsoft "Power of Choice" messaging, our vision and commitment to the Microsoft Dynamics CRM framework is unrivaled.

Comments

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Built into Microsoft Dynamics CRM are filtered views of reports that restrict access based on a user's Microsoft CRM security role. For example, the owner of a small business may wish to have access to all the different reports from all different departments, but s/he may not want all departments viewing all data. The filtered views apply to all Microsoft CRM business objects, and will give you confidence that your reports are only being viewed by the individuals who need to see them.

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However, complex queries that return huge sets of data can sometimes slow down your system and cause problems with performance. Streamsol's consultants use specialized techniques, including data filters and SQL indexing, that enable you to parse large amounts of data without compromising system performance.

[ray ban]

Built into Microsoft Dynamics CRM are filtered views of reports that restrict access based on a user's Microsoft CRM security role. For example, the owner of a small business may wish to have access to all the different reports from all different departments, but s/he may not want all departments viewing all data. The filtered views apply to all Microsoft CRM business objects, and will give you confidence that your reports are only being viewed by the individuals who need to see them.

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