Microsoft Dynamic CRM 2011 : Setting Additional Filters on a Saved View, Using Charts to Analyze Microsoft Dynamics CRM Data

Setting Additional Filters on a Saved View

Over time, you will undoubtedly create additional views of filtered data to support your changing needs. You might find that the filters you applied to a view need to be refined to meet your needs or to provide a more accurate view of your data. In the example in the previous section, you might have noticed that one of the opportunities in the view has a rating of Cold. Because the probability of the opportunity is very low, you would probably want to remove it from your Opportunities Projected To Close This Year view.

In this exercise, you will set additional filters on a previously saved view.

Note

SET UP Use the Internet Explorer web browser to navigate to your Microsoft Dynamics CRM website, if necessary, before beginning this exercise. You need the Opportunities Projected To Close This Year view you created and saved in the previous exercise.

1. In the Sales area, click Opportunities.

   The Opportunity grid view appears.

2. In the view selector, select Opportunities Projected to Close This Year.

   The view you saved in the previous exercise is displayed.

   

3. On the ribbon, click the Filter button.

   Filter arrows appear in the grid column headers.

4. Click the arrow to the right of the Rating field, and select the Hot check box. You may need to scroll to the right to see the Rating field.

   

5. Click OK. The subset of data is now displayed.

6. On the View tab of the ribbon, click the Save Filters button.

   The additional filter has been applied to your previously saved view.

Using Charts to Analyze Microsoft Dynamics CRM Data

You will learn how to create reports with Microsoft Dynamics CRM data by using the Report Wizard and Excel tools. These tools allow you to create visually appealing reports by using chart controls within the respective tools. These are great options, but they require you to leave the area of the system you are working on and enter a different application. In addition to these options, Microsoft Dynamics CRM allows you to create and view charts within the application.

Consider the following scenarios:

• A sales manager is evaluating sales trends for the current quarter. She filters opportunities to see those owned by a subset of sales representatives. The sales manager wants to quickly get aggregate values for all opportunities for those sales representatives.

• A marketing manager would like to execute a lead generation campaign. He has limited resources and would like to target the campaign to geographies that have the most current customers.

You can easily view this information by using charts in Microsoft Dynamics CRM. You will find that many of your chart needs are covered by the 52 charts that Microsoft Dynamics CRM comes with, shown in the following table.

Entity	Charts
Account	Accounts By Industry Accounts By Owner	Accounts By Territories New Accounts By Month
Activity	Activities By Month Due Activities By Owner Activities By Owner and Priority	Activities By Priority Activities By Type Activities By Type and Priority
Article	Articles By Status
Campaign	Campaign Budget vs. Actual Costs (By Fiscal) Campaign Budget vs. Actual Costs (by Month)	Campaign Type Mix
Case	Case Mix (By Business Unit) Case Mix (By Origin) Case Mix (By Priority) Case Mix (By Type) Case Resolution Trend (By Day)	Cases By Origin (By Day) Cases By Priority (Per Day) Cases By Priority (Per Owner) Resolved Case Satisfaction Service Leaderboard
Goal	Percentage Achieved Goal Progress (Count) Goal Progress (Money)	Today’s Target vs. Actuals (Count) Today’s Target vs. Actuals (Money)
Lead	Incoming Lead Analysis By Month Lead Generation Rate Leads By Owner	Leads By Rating Leads By Source Leads By Source Campaign
Opportunity	Actual Revenue by Fiscal Period Actual Revenue by Month Deals Won vs. Deals Lost Deals Won vs. Deals Lost By Fiscal Period Deals Won vs. Deals Lost By Owner Estimated vs. Actual Revenue (By Fiscal) Estimated vs. Actual Revenue (by Month)	Opportunity By Campaigns Revenue Generated By Campaign Sales Leaderboard Sales Pipeline Sales Progress By Territory Top Customers Top Opportunities
Order	Actual Revenues By Fiscal Period Actual Revenues By Month	Actual Revenues By Owner

In this exercise, you will view charts within Microsoft Dynamics CRM.

Note

SET UP Use the Internet Explorer web browser to navigate to your Microsoft Dynamics CRM website, if necessary, before beginning this exercise.

1. In the Sales area, click Opportunities.

   The Opportunities grid view appears.

2. In the view selector, select Closed Opportunities.

3. On the ribbon, click the Charts tab.

   

4. In the Layout group, click the Chart Pane button, and then select Right.

   Tip

   Charts can be displayed either on top of or to the right of the grid.

5. In the chart view list, select Top Customers.

   

   The Top Customers chart displays data from the Closed Opportunities view.

   Tip

   Microsoft Dynamics CRM Charts are contextual, meaning that they will reflect the data from the current grid list of records. As you filter the data or switch views, the charts will update appropriately.

6. In the view selector, select Open Opportunities.

   The same chart is displayed, but it is updated to show open opportunities.

   

7. In the Top Customers chart, click the potential customer Litware Inc. bar.

   Important

   If you do not have Litware Inc. as a potential customer for an opportunity, click a different potential customer, preferably one with multiple open opportunities.

   The grid list is filtered to show the open opportunities for Litware Inc., and a drilldown menu appears.

   

8. In the Select Field list on the drilldown menu, select Owner.

9. Click the Pie Chart icon, and then click the Results arrow.

   A pie chart appears, showing the estimated revenue of the Litware Inc. opportunities by opportunity owner.

   

10. Click one of the pie chart sections.

    The grid updates with the records specific to the section you clicked.