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

2. 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!

3. 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.

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

5. Out of the box

6. Headshot And/Or Company Logo
Speaker contact info
Sarah Critchley
Cambridge Online Systems Ltd
Developer/Consultant
BLOG:
@dynamiccrmcat
Headshot And/Or Company Logo 6

7. 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!)

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

9. 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.

10. 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...!

11. 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

12. 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

13. 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

14. Data Visualisation options: Excel
Adam Vero, MVP

15. 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

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

17. 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

18. 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

19. 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

20. Power bi

21. Headshot And/Or Company Logo
Speaker contact info
Dominic Fraser MSX International
Headshot And/Or Company Logo 21

22. 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

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

24. SSRS

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

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

27. Pros and cons of ssrs
Positives
Negatives

28. Questions?

29. THANK YOU!