Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By : Danny Varghese
Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By: Danny Varghese

Overview of this book

Managing any relationship can be difficult. Microsoft Dynamics CRM 2011 enables an organization to manage their marketing, sales, and service efforts for a customer, and give users a 360 degree view of the customer."Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide" will assist individuals in passing the certification exam by reviewing each topic covered by the exam in depth, providing questions to test your knowledge at the end of each chapter, and finally by providing a 75 question practice exam including answers.You'll start with an introduction to Microsoft Dynamics CRM 2011 along with an overview of the exam, benefits of certification, and helpful exam taking tips.The following chapters take a deeper look into the CRM application itself covering each of the key modules: marketing, sales, service, and service scheduling. At the end of the book, there is a 75 question sample certification exam.This book will help you attain the MB2-868 certification, making you more marketable.
Table of Contents (19 chapters)
Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide
Credits
About the Author
Acknowledgement
About the Reviewers
www.packtpub.com
Preface
Answers to Sample Certification Exam Questions
Index

Reporting and analysis


In regards to sales data, there are specific out of the box views, charts, reports, and dashboards to help an organization analyze and make educated decisions around sales. Let's take a closer look at the system reports and dashboards around sales.

Reporting

CRM comes with the following out of the box reports:

  • Account Distribution: This report examines the top revenue-generating accounts by using two charts. The earned revenue chart displays the earned revenue grouped by product, territory, or industry. The accounts count chart displays the amount of earned revenue using the same grouping as the earned revenue chart. This report uses opportunities that are closed as won.

  • Account Overview: This report displays a one-page overview of an account, including related contact information, summaries of opportunities, and case data.

  • Account Summary: This report displays the history of an account, and what is scheduled to occur in the future. It shows a chronological summary...