Part 2 is a continuation of the series of blog posts that will profile different customer’s unique approach to using Dynamics CRM and provide real-life examples of how the software is used to help improve business processes.
An engineering, construction, service and maintenance company that provides services for infrastructure companies approached WebSan to implement Dynamics CRM and maximize the Dashboards feature of the software.
Using the Workload Reporting of Dashboards allowed the company to do the following:
- Break down by user the current status of Open Projects
- Access the number of projects that have been created in a specific timeframe by Users and the status of those projects
- Create a list view that depicts total number of created, cancelled and completed projects by user
- Create a pie chart to show the number of open projects and order them by status
To add, an active activities Dashboard breaks down the many activities (tasks, emails, appointments, etc.) that are being tackled “this month” by all users.
Dashboards in Dynamics CRM act as a tool to provide a fast and easy way to view and communicate business data. It also acts as your homepage upon logging into your environment. Serving as a one stop shop to quickly get a peek at your data, Dashboards allow you to spot trends and monitor valuable metrics, while dynamically updating based on new data that is being derived.
To learn more about how Dynamics CRM can help improve your business processes, visit our “Top 10 Questions Answered about Microsoft Dynamics CRM” page.
Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence