Summit Day 3 Takeaways

Reporting 201: DashboardsMike Hammons Why?“If you can’t measure it, you can’t manage it” Executives want analytics and business intelligence. Dashboards can assist with adoption and get executives to begin using the system. Other OptionsPower BI for Office 365ExcelSharePointSQL Server (many good features in SQL server 2012) Dashboards in 2013In CRM 2013, Dashboards now can have Security Roles associated with … Continue reading Summit Day 3 Takeaways

CRMUG Summit Day 1 Key Takeaways

Making your CRM Case and Designing your Process Roundtable Gretchen Opferkew (MVP, PowerObjects)   User Adoption   Work to solve problems and look for quick wins. Look for pain points that can be addressed. Some easy quick wins can include views, dashboards and simplifying the form.   Be careful to avoid having too much customization … Continue reading CRMUG Summit Day 1 Key Takeaways