Advanced Analytics for Microsoft Dynamics 365 Sales enables you to analyze your Dynamics 365 Sales data and gain deeper visibility into your sales performance. With this connector, you can create insightful reports and dashboards to track key metrics, identify trends, and make data-driven decisions.

This connector comes with over 60+ prebuilt reports and dashboards that help you get started quickly. You can also create custom reports to monitor your sales pipeline, analyze conversion funnels, evaluate team performance, forecast revenue, and more.

General

1. What is Zoho Analytics?

Zoho Analytics is a self-service BI and data analytics software that lets you analyze your data, create stunning data visualizations, and discover hidden insights in minutes.

Zoho Analytics offers the following important capabilities:

• Complete Online Business Intelligence and analytics service, accessible anytime, anywhere!
• Easy to adopt 'spreadsheet-like' interface with powerful drag & drop based reporting features for quick report creation.
• Visual Analysis capability for in-depth analysis and to slice & dice your data.
• Wide range of reporting capabilities like  Dashboards ,  Charts ,  Pivot Table ,  Summary View ,  Tabular View , and  KPI Widgets .
  
• Data import from various sources such as data stored in local drive ( CSV, Excel, JSON, HTML , XML , JSON, Statistical & MS Access files) , Web Feed  and Cloud Drive . Also supports data import from local/hosted Databases and cloud databases. Supports  periodic scheduling of importing data .
  
• Integrated with a suite of  15+ Zoho products such as  Zoho crm Zoho Finance ,  Zoho Desk ,  Zoho Project ,  Zoho People ,  Zoho Campaign , Zoho Survey , etc.
  
• Integrated with  45+ popular business applications  like  Google Ads , Facebook Ads ,  Bing Ads , Salesforce CRM , Mailchimp , Zendesk ,  etc.,
  
• Integrated with  Zapier  and  Zoho Flow  to power up import from over 500+ apps.
  
• Integrates with custom applications using  APIs .
• Blend/merge data from across different sources to create meaningful business reports and get end-to-end cross-functional analytics.
• SQL (Structured Query Language) driven querying for powerful data preparation and report creation.
• An advanced formula engine for deriving key business metrics from your data. 
• Ability to create reports with ease by simply Ask Zia in natural language. Zoho's Intelligent Assistant will comeup with attractive and relevant visualizations over your data.
• Derives insights instantly with Zia Insights in the form of digestible narrations. Instead of interpreting the visualization manually.
• Effectively predicts future data trends with its powerful forecasting algorithms. This analyzes past data deeply and comes up with the best forecast for the future.
• Data alerts to track vital changes in your key business metrics.
• Capacity to deliver consumable insights through familiar everyday business workflow by crafting stories with immersive presentations.
• Provides analytical portals for sharing insights. 
• Collaborative reporting and analytics with fine-grained permission control over your  Sharing Views  and reports with your colleagues & friends. 
  
• Efficiently collaborate with your users by setting up real-time commenting on a shared view.
• Publish reports for wider consumption.  Embed reports/dashboards  within your websites, web applications, and blogs.
  
• Export , Email , and Print reports in a variety of formats.
  
• Highly secure as all users login only over HTTPS (SSL connection). All your data and reports are hosted in secure data centers. (Refer to  Security  and  Privacy )
• Supports  Logo Rebranding .
  
• Get the mobile apps (optimized for both IOS and Android platform) and access the reports and dashboards on the go.

2. Why Dynamics CRM Analytics?

Advanced Analytics for Dynamics CRM enables you to effectively analyse your store data. It helps to track key business metrics like user traffic, product mapping, cart conversions etc.,

Advanced Analytics for Dynamics CRM brings in all the capabilities of Zoho Analytics described in the above question .

• A full-featured business intelligence (BI) and reporting tool that can slice & dice the Dynamics CRM data to create any reports/dashboards you require.
• Creating your own reports and Dashboards  based on not only your Dynamics CRM data but also by blending data from other data sources.
  
• Share reports and dashboards  with your colleagues.
  
• Set up Alerts to get notifications on key business metrics.
  
• Emailing Views  your reports whenever you want.
  
• Exporting and Emailing  as PDF, HTML, Excel, CSV, and image files.
  
• Embedding your reports  on websites, blogs, etc.
  

3. Who can subscribe to the Zoho Analytics - Dynamics CRM connector?

Users with paid accounts of Zoho Analytics (at least the Basic plan) or Zoho CRM Plus / Zoho One users can avail this connector.

4. What do I get when I subscribe to this connector?

As a Dynamics CRM users, subscribing to this connector brings you immense benefits. You get to look at your data in Dynamics CRM in ways you haven't looked at before. This Zoho Analytics connector enables you to do powerful analysis on your CRM data and create insightful reports & dashboards.

Zoho Analytics' drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your CRM data with no IT help or technical knowledge and share them to your colleagues.

Pricing & Trial

1. How much does this connector cost?

Dynamics CRM Analytics is bundled free for all the paid users of Zoho Analytics. The Zoho Analytics paid plans start at $25 per month . Click to learn more about  Zoho Analytics pricing.

2. Do you provide trial evaluation for this connector?

Yes, we do provide a 15-day free trial for this connector from the date of set up.

3. What do you mean by 'Users' in the (connector) pricing plan?

Anyone with whom you privately share your Workspace, tables (data), reports and dashboards, created in Zoho Analytics, for collaboration is considered a 'User' in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account is registered.
Suppose you subscribe to the Zoho Analytics Standard plan, you can privately share the data/reports in your account and collaborate with 4 other people. Now your Zoho Analytics account is said to have 5 users (including yourself).

4. What do you mean by 'Rows'/'Records' and how is it calculated in the pricing plan?

In Zoho Analytics, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure.
For example, in a table that represents "Conversations", each row would represent a single record. The number of rows calculated for pricing is the sum of all rows/records stored across all your Workspace tables in your Zoho Analytics account.

Setup

1. Who can set up the Advanced Analytics Connector?

Administrators in Zoho Analytics can set up the Advanced Analytics connector. 

The credentials of the Administrator who set up the connector, will be used for establishing any connections with source application by other administrators.

2. How do I setup the Dynamics CRM Advanced Analytics connector?

The below presentation shows you how to set up the connector from Zoho Analytics interface.

3. How long should I wait for my Dynamics CRM data to initially appear in Zoho Analytics?

Initial data import will take from a few minutes to a couple of hours depending on the volume of data in your Dynamics CRM account. You will receive an email notification once the import is complete. If you access the Workspace before the initial fetch is complete, ou may find some data missing. 

4. What are the modules in Dynamics CRM that will be synchronized in Zoho Analytics Workspace?

You can synchronize the following data from Dynamics CRM into Zoho Analytics.

• Accounts
  
• Campaigns, Campaign Responses
  
• Cases
  
• Contacts
  
• Contracts, Contract Lines
  
• Goals
  
• Invoices
  
• Invoice Products
  
• Leads
  
• Notes
  
• Opportunities, Opportunity Products
  
• Orders, Order Products
  
• Phone Calls, Email Messages, Faxes
  
• Price Lists, Price List Items
  
• Products
  
• Quotes, Quote Products
  
• Services
  
• Tasks
  
• Territories
  
• Users
  

7. I got this email which said 'Integration Setup Failed'. What should I do?

The import process of your Dynamics CRM data can sometimes fail, for various reasons. You will receive the 'Integration Setup Failed' mail, when there is a failure during the initial fetch. In this case, we request you to:

• Open the Workspace in which you have set up the connector.
• Click the Data Sources button in the Explorer tab.
• In the Data Sources page that opens, click the Retry Now link.
• If the issue persists, please do write to support@zohoanalytics.com . We will look into it and get back to you immediately.

8. My data sync has failed. How do I resolve it?

Data sync may sometimes fail due to various reasons such as Authentication Failure, your business app service is down etc. In that case, you will receive the "Data Synchronization Failure" mail with the reason for the failure, and its solution. Click here to learn more about Synchronization Error Failures and their solutions .

9. How frequently can I synchronize my data with Zoho Analytics?You can choose to synchronize data at one of the intervals mentioned below.

• 1 Hour (Enterprise plan Only)
• 3 Hours
• 6 Hours
• 12 Hours
• Every day

10. Can I edit the Dynamics CRM Advanced Analytics connector Synchronization setting?

Yes, you can edit the Dynamics CRM connector synchronization setting. The Account Administrator and the Organization Administrators can edit this setup. To do so,

1. Open the corresponding Dynamics CRM Advanced Analytics Workspace in Zoho Analytics.
2. Click Data Sources on the left panel. 
3. In the Data Sources page that opens, click the Edit Setup link.
   
4. The Edit Setup - Dynamics CRM dialog will open. Modify the settings as needed. 
   
   

5. Click Save . The synchronization setting will be modified and data will be synced in the next synchronization interval.

11. Can I view the data synced history?

Yes, the Account Administrator and the Organization Administrators can view the Sync History . Follow the below steps to view the data synced history.

1. Open the corresponding Dynamics CRM Analytics Workspace in Zoho Analytics.
2. Click Data Sources on the left panel. All the data source of the workspace will be listed. 
3. Click Dynamics CRM . The Data Sources page for Dynamics CRM will open.
4. In the Data Sources page that opens, click the Sync History link.
   
5. A calendar with the Sync History of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data had got synced on a specific date.
   
   
6. Click the date to view more details. 
   
   • Time - Displays the time when the data is synced.
   • Status - Shows whether the sync was a success or a failure.
     In case of failure, the reason will be displayed. Refer to this page to learn how to resolve the issue and avoid further failure .

12. Can I synchronize my Dynamics CRM data instantly?

Yes, you can synchronize your Dynamics CRM data instantly when needed.
To synchronize your data instantly:

1. Open the corresponding Dynamics CRM Advanced Analytics Workspace in Zoho Analytics.
2. Click Data Sources on the left panel. 
3. In the Data Sources page that opens, click the Sync Now . Dynamics CRM data will get instantly synchronized.
   

Note: This option can be used up to five times between the schedules.

13. Can I setup the Dynamics CRM Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?

Yes, you can setup the Dynamics CRM Advanced Analytics in any of the existing Workspace or in any of the Advanced Analytics Workspace to analyze data together. You can do this by creating a new table by importing data. 
Refer to the Cross-Functional Analytics   section for more details on this. 

14. Can I add/modify data in the Dynamics CRM Analytics data tables within Zoho Analytics?

No, you cannot add/modify data in the Dynamics CRM data tables. Data from Dynamics CRM application will automatically get synced into Zoho Analytics in the different tables. You cannot edit any of this data or add new data records from within Zoho Analytics.
However, you can add new tables and add/import data into that, to create reports combining it with the data from Dynamics CRM.

15. Can I add new columns to the Dynamics CRM data tables within Zoho Analytics?

No, you cannot add new columns. But, you can add Custom and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer to Adding Formulas  to know more about this.

16. Can I add new data tables in this Workspace to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Dynamics CRM Advanced Analytics Workspace.
With this feature, you can import data from other sources or add them manually into your Workspace to analyze and create reports combining this with your Dynamics CRM data. 

Refer:

• Importing Data from Files
  
• Importing Data from Web Feeds
  
• Importing Data from Cloud Drive
  
• Importing Data from Local Databases
  
• Import data from Cloud Databases
  
• Business Apps Analytics
  
• Import data using Zoho Analytics API

17. Can I transfer my Zoho Analytics connector to another admin account?

Yes, the Dynamics CRM connector in your account can be transferred to another Administrator in the Organization.

• Account Transfer:  An Account Administrator can transfer the connector by transferring the account to an Organization Administrator. Click here to know more about Managing Organizations .
  
• Leaving the Organization:  An Organization Administrator can transfer the connector setup to another Administrator by unsubscribing from the Organization.
• Transfer connector : Write to  support@zohoanalytics.com , if the organization administrator continues to be part of the organization but wishes to transfer the Alchmer connector to another user(Organization Administrator).

18. Can I re-authenticate my Dynamics CRM account in Zoho Analytics?

Yes, you can re-authenticate the connector setup. Only the Administrator who created the connector setup can re-authenticate it. Follow the below steps to re-authenticate the connector.

1. Open the corresponding Dynamics CRM Advanced Analytics Workspace in Zoho Analytics.
2. Click Data Sources on the left panel. 
3. In the Data Sources page that opens, click Re-Authenticate .
   
4. Click Re-authenticate Dynamics CRM button.  Your account will be successfully authenticated.
   
   

19. Can I track the action by all users in the connector workspace?

Yes, you can track all activities performed in Connector-configured workspaces by all users, using Audit History . The Account Administrator and the Organization Administrators can view the audit history.

Follow the below steps to do so.

• Open the corresponding Dynamics CRM Advanced Analytics Workspace in Zoho Analytics.
• Click Data Sources on the left panel. 
• The Data Sources page will open. Click Audit History.  
• A dialog with audit history for the last 180 days will open with the following information. 
  
  • Date & Time of the action
  • Action done
  • User who performed the action
    

The following are the actions that are logged in Zoho Analytics.

• User Actions 
  
  • Create - Connector setup created
  • Edit Setup - Edit connector setup to do the following changes. 
    
    • Modules Added
    • Modules Removed
    • Fields Added
    • Fields Removed
    • Schedule Change and
    • Entities (Campaigns, Org, Handles) Modified
  • Delete - Remove integration
  • Take Ownership - Transferred connector to other admin. 
  • Re-authenticate - Re-authenticate business app 
  • Sync Now - Sync data instantly
  • Retry Now - Retry to import data after initial setup failure
  • Connector Activated (when you upgrade from Basic plan to Standard plan)
  • Connector Disabled (when you downgrade from Standard plan to Basic plan)
• System Event - Any action done by Zoho Analytics
  
  • The Connector is automatically deleted when you downgrade to free plan. 
  • The Connector is automatically restored when you upgrade from free plan to a higher plan. 
  • The Connector is automatically deactivated when you downgrade your plan. 
  • The Connector is automatically activated when you upgrade to a higher plan. 
  • The Connector is manually restored by the Zoho Analytics support.
  • Data synchronization schedule automatically changed to interval supported to your new pricing plan.

20. How can I remove the Integration?

The Account Administrator and the Organization Administrators can remove the connector integration from the Data Source page. To remove the integration,

1. Open the corresponding Dynamics CRM Advanced Analytics Workspace in Zoho Analytics.
2. Click Data Sources on the left panel. 
3. Hover the mouse over the Data Source name in the left corner. A Settings icon will appear. 
4. Click the Settings icon.
5. Select Remove Data Source .

The data synchronization from Dynamics CRM into this Workspace will be removed. However, you will still be able to access this Workspace with existing data.

Reporting Features

1. In which modules of Dynamics CRM can I create reports?

Zoho Analytics will synchronize the data specified in this question  into the Dynamics CRM Analytics workspace. You can create reports using this data.

2. How do I create my own reports with this connector?

3. Can I create reports using the columns from different tables?

Yes, you can create reports using the columns from different tables. All the modules (tables) from Dynamics CRM will be linked by default. You can create reports by simply dragging and dropping the required columns into the reports designer.

4. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports.

• Charts
  
  • Pie
  • Bubble
  • Packed Bubble
  • Bubble Pie
  • Bar
  • Stacked Bar
  • Histogram
  • Butterfly
  • Line
  • Smooth Line
  • Scatter
  • Combination
  • Geo Map Chart
  • Area
  • Stacked Area
  • Web
  • Funnel
  • Doughnut
  • Word Cloud
  • Table View
• Pivot tables (Matrix Views)
• Summary view
• Tabular view
• KPI Widgets
  
  • Single Numeric Widget
  • Dial Chart Widget
  • Bullet Chart Widget
• Dashboards (multiple reports arranged in the same page)

5. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?

When you setup/configure the Zoho Analytics connector, 60+ default reports/dashboards  are automatically created. These hand-picked reports will be pretty useful in analyzing your sales performance effectively. For example, sales pipeline report, Top 5 / Bottom 5 sales persons report, Win/Loss % report, sales prediction report etc.

You can quickly review the default reports from the  Dynamics CRM Advanced Analytics Sample workspace.

6. What is Ask Zia? How can I create reports using Zia?

Zia is Zoho's Intelligent Assistant. Ask Zia  understands your questions asked in plain English and gets you powerful insights as answers in the form of attractive and relevant visualizations. 

You can simply Ask Zia questions and it will interpret these questions, fetch data from the relevant tables, and generate the most appropriate reports immediately.

7. What are Formulas in Zoho Analytics?

Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used for reporting and analysis. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports.

Refer to Formulas (Calculations)  in Zoho Analytics to know more.

8. What are the default formulas that gets added by Zoho Analytics on setting up this connector?

Zoho Analytics provides a set of pre-built formula along with the connector. You can view these formulas by opening the corresponding table and selecting  Add > Edit.

The following are the formulas from the Cases table:

The following are the formulas from the Order Products table

The following are the formulas from the Orders table

The following are the formulas from the Opportunities table