Crm Data To Share Point Reports
- 1. Presented By Peter Ward - Business Collaboration Manager Tara May - Report Writer July 15th 2009
- 2. The conference call dial in will be put on mute for the presentation Q&A – We will have time at the end of the presentation for questions A copy of the presentation is on my blog: www.wardpeter.com
- 3. Reporting information How we want information now Current GP/ CRM reports Jet Reports Demo This is not a tip session
- 4. We use information in 4 ways Read it - report Glance at it - dashboard Store it Ignore it Today we store information in the wrong format
- 10. Web 1.0 Web 2.0 Hi, have you CRM/GP seen the Hi, have you report seen the report Database Tag Rate It’s in my in GP/CRM box Database Hi, have you seen the report Comment
- 11. Save the files locally and post onto SharePoint when it’s a necessary People still email everything around….all manually All reports are in Excel files The following quick win functionality is not being used: Alerts Workflows Dashboards 2 click approaches Everyone still asks for the reports…
- 12. GP/CRM Data Power user (Non technical) Reporting tool Straight connection to the GP/CRM data schema or other data No cube building Reports can scheduled Output is Excel or web page (SharePoint)
- 13. Excel or HTML (Excel saved as HTML) All formatting, graphs, calculations, ALL EXCEL Real-time access to data Multi: Database, Dimension, Company, etc Anything ODBC/OLE Compliant Automated distribution with Jet Reports Scheduler Integration with CRM/Great Plains and Customized databases Simple and short implementation Great Support and training. Support site access for licensed designers. Types of Users Licensed Designer: Can Design and View Reports Licensed Viewers: Can View Reports with Drilldown and Refresh. Anyone can view static reports once they have been generated
- 14. Designer: Create reports Have access to the data Ultimately set up the format and filtering on the reports and statements Control what non-designers can see or run. Viewers: Jet Reports’ Viewers are licensed to run reports that Designers create, Real time data within the database (refresh), directly in Excel/html. Viewers are also able to change filters/parameters Non design capabilities Excel Users: Because all Jet Reports are Excel files, anyone with Excel can see a report. For these users, reports will be static and will not be able to be refreshed.
- 16. For the demo, please observe: Types of reports Webinized information Drill down functionality Ease of use
- 17. Webinized information Information that is available to the right people at the right time The IT department is finances best friend In fact the IT department is everyone's best friend There are no surprises with performance
- 18. SharePoint has a self service model Do you need SharePoint/Jet Reports for report writing? Ask yourself ‘What is your almost certain predictable future with your organization’s reports?’ More reports? Less resources Greater demands from the business on performance indicators Shorter time frames This is a major win in any organization- to take you to the next level.
- 19. InterDyn SharePoint/ Jet Report Quick Start Program Jet Report Pricing / Promotions
- 20. Questions? http://cadbury.horizonextranet.com/ Email : Peter.ward@interdyn.com www.wardpeter.com Phone: 212 502 3937 Microsoft confidential internal use only Be part of the experience