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 we are enriching our strong connection between CRM and Excel with an immersive experience
A new view for Excel Online is introduced in CRM Online – Embedded View. This gives you a great opportunity to seamlessly integrate CRM data and scenarios with Excel on the web. You can take along relevant and contextual information to do your tasks with the benefits of Excel features and visualization and perform quick analysis such as what-if, filter, search, contextual to CRM information and UI.
In the example below I'll take a look at my Open Opportunities – to see how the sum of weighted estimated revenue looks, and how it will look if I up some of the numbers
I open my Open Opportunities
I click Export to Excel and then Open in Excel Online
Fig 2.: Export the records to Excel Online
The records open in Excel Online right within CRM Online
Fig 3.: Records now opened in Excel Online inside CRM Online (Immersive)
I add a new columns (call it "WhatIf") and add a formula multiplying the Estimated Revenue and Probability
Fig 4.: Add formula to calc weighted estimated revenue (probability times estimated revenue)
I expand the formula to the cells below using Excels drag and drop feature
Fig 5.: Add formula to all rows using Excel drag and drop
I add a SUM formula via the ribbon
Fig 6.: Add formula to sum all rows using Insert tab / Function dialog
I'm now able to see the weighted estimated revenue.
Lets assume I'm interested to see a higher figure there – so I'm now applying a few changes. I think I'm able to upsell the last opportunity a bit – so I raise the estimated revenue from 25k to 35k (1)
Fig 8.: Increasing Estimated Revenue of last opportunity to 35k
Further, I think the probability for the third opportunity is set a bit to low, so I raise it from 50% to 60% (1). I now see that my weighted estimated revenue has gone up to an acceptable figure (2). Whats left is to commit the changes back to CRM Online.
Fig 9.: Increasing Probability of third opportunity to 60% – now my weighted sum is acceptable
Before I commit the changes back I need to erase the column I created for my what-if analysis
Fig 10.: Clearing WhatIf calculations before committing changes back
To save the changes back I click Save Changes to CRM
Fig 11.: Saving changes to records back to CRM
A dialog pops up telling me that the data has been submitted for import, and I can click the link to see the progress of the import job
Fig 12.: Import dialog displayed
Data import is progressing
Data import is completed
And I can verify that the changes has been commited
I hope this new feature will be helpful to you.