Book Image

Mastering Microsoft Dynamics CRM 2016

By : Deepesh Somani
Book Image

Mastering Microsoft Dynamics CRM 2016

By: Deepesh Somani

Overview of this book

Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios.
Table of Contents (20 chapters)
Title Page
Credits
About the Author
Acknowledgment
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Scenario 3


John leads the marketing team in Contoso. He wishes to go through different KRAs and see how the campaigns are performing across different parameters.

John logs into the CRM system. As a member of the marketing team, he sets the marketing dashboard as the home page. Let's look at campaign type classification, which involves the differentiation of campaigns in terms of campaign types, such as Advertisement, Direct Marketing, Event, and so on. Check out the following screenshot:

Let's look at the various components:

  • Campaign budget versus actual costs: This involves comparing the total cost spent across the campaigns in terms of the budgeted cost:
  • Leads by source campaign: This shows leads generated for each of the campaigns:
  • Revenue generated by campaigns: This plots the revenue generated by each campaign: