New Features rolled out on March 23, 2017
We at Zoho Reports are extremely excited to present to you the Microsoft Dynamics CRM advanced analytics add-on (Beta). This add-on empowers you with analytical capabilities over your Microsoft Dynamics CRM data thereby giving you a greater visibility on your Sales data.
The add-on comes with over 100+ handpicked reports and dashboards that you will find of great value. You can also create insightful reports to predict your sales pipeline, know your sales win/loss rate, Top 5/Bottom 5 sales persons and do much more with ease.
To explore further, please refer to the below links:
Microsoft Dynamics CRM Help Document | Microsoft Dynamics CRM Sample Reports
Note
- The Microsoft Dynamics CRM advanced analytics add-on is currently in public beta testing. Therefore, you may encounter certain functional bugs and limitations.
- This add-on is currently enabled only for customers in the paid plan (Standard and above).
New option to Setup Zoho CRM Analytics from Zoho Reports
You can now setup the Zoho CRM Advanced Analytics Add-on from within the Zoho Reports interface itself. Till now, this was possible only from the Zoho CRM interface. This feature provides a much easier option for the Zoho Reports users to setup and manage the integration from within Zoho Reports.
Watch the below presentation to learn about setting up the Zoho CRM Advanced Analytics Add-on from Zoho Reports.