Microsoft Dynamics CRM Solutions Catalog

This page catalogs a very useful set of solutions that will guide you in creating reports for widely asked Key Sales Performance metrics over the Microsoft Dynamics CRM data. If you need a solution that is not listed here and you are finding difficult to achieve, please write to us at onprem-support@zohoanalytics.com. We will be more than happy to help you.

Check out our complete documentation on Microsoft Dynamics Advanced Analytics Connector.

Solutions

1. How can I calculate sales Win Rate % and Loss Rate % from opportunities?

2. How can I create Year-over-Year or Quarter-over-Quarter or Month-over-Month growth reports?

3. How can I create a Leads to Deals Funnel Chart?

4. How can I create reports to view Average Sales Cycle?

5. How can I create Top 5 or Bottom 5 Sales person report?

6. How do I create Target (Quota) based reports in Zoho Analytics?

7. How can I calculate a Lead to Opportunity Conversion Rate?

8. How do I calculate the Average Time taken to Convert a Lead to Opportunity?

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Quick Links	Workflow Automation	Data Collection
Web Forms	Enterprise	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
CRM Forms	Customer Service	Accessible Forms
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Order Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel
Prefill Forms	Non-Profit
Intake Forms	Legal	Mobile App
Form Designer	HR	Mobile Forms
Card Forms	Food	Offline Forms
Assign Forms	Photography	Mobile Forms Features
Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms
Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
Form to PDF	Jotform alternative	HIPAA Forms
Email Forms		Encrypted Forms
Embeddable Forms		Secure Forms
Drag and Drop form builder		WCAG

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