Tracking Activity History

22 Acacia Avenue… For a recent client demo, I needed to build a dashboard that would identify key accounts/contacts that hadn’t been contacted recently. Although all the activity data needed is in the CRM database, it’s not easy to consume within a dashboard. For example, suppose I wanted a chart of contacts who had not…

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Video: Dashboards Made Easy With Reporting Services

Your Love Is Like A See-Saw… Last month I posted an article showing how to create dashboards using the charting capabilities that are available with SQL Server 2008 Reporting Services. I promised that I would record a “How To” screencast, with instructions for building your own dashboards, which I have now done and have posted…

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Dashboards Made Easy With Reporting Services

All Over The World… I don’t know about you, but I have always struggled with our dashboard story in CRM 4.0. It’s not that we don’t have plenty of dashboard capabilities, with solutions such as the Analytics Accelerator that we provide free of charge as well as various 3rd-party solutions (Axonom Powertrak etc.), it’s just…

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