What-If Analysis in CRM Online with Excel Online (Immersive Excel)

Microsoft Excel is the king of business intelligence (BI) tools. Millions of Excel users use it for reporting and analysis of corporate data. Users of CRM migrate data to Excel just to perform analyses or entity management. Examples include pipeline analysis, pipeline management, territory planning, leads filtering and generation, etc. With CRM Online 2015 Update 1 … Continue reading What-If Analysis in CRM Online with Excel Online (Immersive Excel)

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Deployment Options

The spectrum of deployment options is widening with On-Premises, IaaS, PaaS and SaaS. With Dynamics CRM, the current deployment choices is On-Premises and Online (SaaS). To evaluate which deployment option is best for you, you could  a look at both Who is responsible for managing the solution x The total cost of managing the solution. This … Continue reading Deployment Options

Enhancements to the RollUp field in CRM Online 2015 Update 1

In CRM 2015 we introduced rollup fields to help you obtain insights into data by monitoring key business metrics. In CRM Online 2015 Update 1 we are further enriching your experience with the rollup fields by adding new capabilities, eg. Aggregating data over the base Activity entity across all related activity records, such as phone calls, mails, … Continue reading Enhancements to the RollUp field in CRM Online 2015 Update 1

New Office Delve People Experiences in Office 365

A company’s most important assets are its people—YOU. The knowledge and experience of you and your colleagues collectively brings great value to your company. And as you communicate and work out loud together within Office 365, the value of your work can be surfaced and discovered by others in Delve. Today, we are announcing enhancements … Continue reading New Office Delve People Experiences in Office 365