Microsoft Dynamics GP and CRM Data Built In

Why this feature is cool!

This feature will provide out of the box charts and metrics that will give users a combined view of their Microsoft Dynamics GP and Microsoft CRM data. The charts and metrics will be SQL Server Reporting Services reports that will be deployed on Business Portal pages and will also be available from Business Analyzer and the Dynamics GP client.

The following charts and metrics have been created:

* Total Estimated Sales

    * Total Projected Sales

         * Total Projected Sales Detail

    * Total Realized Sales 

         * Total Realized Sales Detail

* Top Open Opportunities Revenue by Customer

    * Top Open Opportunities Revenue by Customer Detail

* Top Credit Shortages for Open Opportunities by Customer

    * Top Credit Shortages for Open Opportunities by Customer Detail

* Top Inventory Shortages for Open Opportunities by Item

    * Top Inventory Shortages for Open Opportunities by Item Detail

* Top CRM Case Count by Customer

    * Top CRM Case Count by Customer Detail

 

What does it look like?