Tag "Reports"

Filters and Activity Reports in Microsoft Dynamics CRM

Microsoft Dynamics CRM is built to be user friendly making operations streamlined and efficient while being complex enough to handle user needs. Once users dive in and utilize the software, they find any information about clients and campaigns right at their fingertips.

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Refreshable Excel Reports Mean Right-to-the-Minute Data

A high priority on every CFO’s task list is equipping employees with the best tools to gather the correct and most current information in order to make the best decisions with real time results. Using Microsoft Dynamics GP with Smartlist Builder to publish refreshable Microsoft Office Excel reports into Microsoft Outlook is a fantastic way to put a check on that list. With the ability to format the reports to include graphs, arrange information so its best understood by the user, and refresh at any time to gather the most current data – making an informed decision goes from burdening task to smooth solution.

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