Comparing Data visualisation Options Adam Vero | CRM Masters Dominic Fraser| MSX International Jorrit Mertins | KPMG Crimsonwing Sarah Critchley | Cambridge Online Systems Ltd.

What is this session about? Panelists are channeling their chosen data visualisation method Discuss what it is, how it is available and why it is awesome Imagine them AS the method!

SO.. WHAT DO YOU MEAN ABOUT DATA VISUALISATION? We are talking about not just pictorial visualisation here, this is about taking raw data and organising it in a way that drives a purpose.

What options do we have? Out of the box CRM Microsoft Excel Power BI SSRS

Out of the box

Headshot And/Or Company Logo Speaker contact info Sarah Critchley Cambridge Online Systems Ltd Developer/Consultant Sarah.critchley@cosl.co.uk BLOG: https://crm.fueledbysleep.com @dynamiccrmcat Headshot And/Or Company Logo 6

Out of the box data visualisation You have LOADS of options of data visualisation with standard Microsoft Dynamics CRM It is all FREE (at no extra cost for the product) within the application The skills required range from basic to advanced (common sense is a lot of this! Taking a step back, using advanced find!)

OUT OF THE BOX DATA VISUALISATION In CRM 2016: Views Charts Dashboards Reports (OOTB) Hierarchies Word Templates Interactive Service Hub HTML/JavaScript

OUT OF THE BOX DATA VISUALISATION Where are these things? Views, Charts, Dashboards, Reports, Heirarchies, Word Templates – all within the CRM Application HTML/JS - Custom Code Customisation/setup is required for the majority of these except where they come as part of the core application e.g. Leads, Accounts etc.

OUT OF THE BOX DATA VISUALISATION – WHAT MAKES IT SO AWESOME? They are available as standard Range of Skills to get good, decent data visualisation (little technical ability required, functional ability is the focus) Output is amazing and can be really powerful Theres more...!

OUT OF THE BOX DATA VISUALISATION – WHAT MAKES IT SO AWESOME? Pictorial – Charts, Reports, Hierarchal Structures, ISH Distributable – Reports (On Premise), Views, Dashboards (Share) Informational – Views, Hierarchal Structures, ISH,, Reports Process Driven – Dashboards, ISH

Negatives? Forgetting how awesome these things are Chart XML can get annoying Limitations of Dashboards OOTB Reports are limiting Interactive Service Hub only for specific OOTB Entities

In comparison? Excel: Inside of CRM, Not the same reach or functionality as formula's, not as much flexibility Power BI: Charts can be modified to mimic but not as slick or easy to use SSRS: Offer much more flexibility than OOTB Reporting

Data Visualisation options: Excel Adam Vero, MVP

Adam Vero Freelance Consultant, MVP, Microsoft Certified Trainer and Microsoft Office Master Instructor Co-Founder of CRMMasters Working with CRM >7 years Teaching Excel > 20 years @AdamVero blog.CRMguru.co.uk

Excel as a central tool for reporting 3rd Party Data Flat data Excel CRM Data User skills

Why use Excel for CRM Data Analysis? Bring datasets together From multiple entities, multiple data sources, historical (static) data User familiarity, existing skillsets, existing software “Self-service” analysis is easy with simple formulas Calculating date differences, averages, totals and subtotals Pivot Tables, Pivot Charts and Slicers Ready-built reports with flexibility for user to filter, pivot and drill down

CRM 2016 – Excel Templates! Save templates to CRM for users to download No more issues around distributing latest versions of report “templates” Users open template “inline” with CRM Online +O365, or download as a local file, with latest data every time Template is a normal Excel file User can use slicers and filters, or add more complex analysis if they wish If user does not make changes, they just discard Download again next time to get latest version and current data

Excel Strengths Comparison Alternatives Bring data sources together User skillsets Software you already have Easy self-service analysis Possible with SSRS, Power BI No comparison! SSRS is part of SQL Server, OOB charts part of CRM Power BI to some extent; SSRS can provide some pivot / drill down

Power bi

Headshot And/Or Company Logo Speaker contact info Dominic Fraser MSX International dfraser@msxi-euro.com Headshot And/Or Company Logo 21

Pro’s Access / Mobility Content iPad / Tablet Central Report Location (with other non CRM dashboards) Speed! Licences can be free (part of O365 licence) Content Blend CRM with non-CRM data Transform data and substitute values Less Reports and dashboards Great data models Focus Highlight KPI's in line with your objectives Easily slice data Other Pace of innovation Cloud 22

Con’s Access Pro Licence Cost External sharing is limited/difficult Content User parameters/views Visual options CRM drop down Lists Current snapshot 23

SSRS

Headshot And/Or Company Logo Speaker contact info Jorrit Mertins Lead Architect KPMG Crimsonwing jmertins@crimsonwing.com Headshot And/Or Company Logo 25

About ssrs What exactly is SSRS? Why do people use SSRS? How available is it? How do you access it?

Pros and cons of ssrs Positives Negatives

Questions?

THANK YOU!