Extending the functionality and industry focus of

Microsoft Dynamics® CRM

Extending the functionality and industry focus of

Microsoft Dynamics® CRM

PRODUCT PRESENTATION

BI ANALYTICS FOR DYNAMICS CRM

AGENDA

BI Analytics - Featured Product Overview

Comprehensive Product Demonstration

Pricing

Q/A

CONFERENCE ATTENDANCE/SHOWCASE

Convergence 2007/March– San Diego, CA

MS BI Conference 2007/May – Seattle, WA

WWP Conference 2007/July – Denver, CO

WWPC Australia 2007/August – Hamilton Island, Australia

Convergence Europe 2007/October – Copenhagen, DK

MS CRM 4.0 Launch – US/International

The Data Warehousing Institute (TDWI) – 2008/February -Las Vegas, NV

CEBIT – 2008/March – Hannover, Germany

Convergence 2008/March – Orlando, FL

WWPC 2008/July – Houston, TX

WWPC Australia 2008/August – Port Douglas Australia

MS BI Conference 2008/October - Seattle

Convergence Europe 2008/November – Copenhagen, DK – (scheduled)

BI ANALYTICS - ULTIMATE BI FRONT END FOR DYNAMICS CRM

25 Pre-Built Reports/11 categories – Including Campaign Analysis, Case

Analysis, Contract Analysis, Customer Profitability, Lead Analysis, Opportunity

Analysis, Win/Lose Analysis, Resource Utilization, Sales Quota Analysis, Sales

Value Analysis and Services Performance Analysis.

Role based access privileges can be assigned to folders and report/creation.

Zero-Footprint and 100%.net, easy to use analytic Front-End. User can utilize

easy to use drag-n-drop user interface to quickly create reports, charts and KPI

dashboards.

BI ANALYTICS - PRE-BUILT CUBE FOR DYNAMICS

CRM

Deploy

Predefined

Cube

Process CubeIntegrate

Security

•Automatically converts CRM Data to SQL Server Analysis Services Cube

•Utilizing the Microsoft Dynamics CRM

Analytics Foundation provided Cube – a

rendering for Account, Campaign, Cases,

Competitors, Contract, Lead, Opportunity,

Product, Resources, and Services Data

Dimension is provided.

•Automatically reads data from Dynamics

CRM database to build values for KPI and

members and measures for dimension

attributes. This completely bypasses the

need to construct a cube from scratch.

•Automatically creates a relationship between

System User and Security Role within

Dynamics CRM, plus transfers all necessary

Security Role data privileges to Analysis

Services.

BI ANALYTICS - DEPLOYMENT ENVIRONMENT

To install BI Analytics, all it takes is to utilize CRM 3.0’s already installed SQL Server and IIS

Server environment, then simply activate SQL Server Analysis Services.

CRM Database

Cubes

(SSAS 2005 SP2)

•SQL Server

IIS Server

BI Analytics

•Windows Server 2003

CRM 3.0 and/or CRM 4.0

DYNAMICS CRM 4.0

DYNAMICS CRM 3.0

BI Analytics – PerformancePoint integration

BI Analytics – Sharepoint/I E Ready

BI ANALYTICS - OUTLOOK CLIENT READY

BI ANALYTICS

BI Analytics : Reduces resource costs, Reduces report development cycles, and provides

the benefits of Dynamics CRM with Powerful Business Intelligence.

Reporting Services for MS CRM BI Analytics

Change SQL Command and Report Layout Drag & Drop

4-12 days Report Develop time 1 Hour or less

Static Reports Dynamic Report Creation

“

BI Analytics – Power for your MS CRM

DYNAMICS CRM 4.0

DYNAMICS CRM 4.0

BI ANALYTICS (PROFITABILITY ANALYSIS EXAMPLE)

•Number crunching capabilities

•Visual color highlighting

•Strong sorting options

BI ANALYTICS (OPTIONS)

•25 pre-built reports

•Lots of options

•100’s of chart types

•Conditional formatting

•Drag and drop user interface

•Role based access privileges

can be assigned to reports

BI ANALYTICS – POWERFUL AND BUILT IN ANALYTICS

BI ANALYTICS (EXECUTIVE DASHBOARD)

•Drill down capability

•Export to Excel

•Critical data at a glance

BI ANALYTICS – GRAPHING TO INFORM

BI Analytics - Outlook Client Ready

BI Analytics - Outlook Client Ready

BI Analytics – Sharepoint/I E Ready