O'Reilly logo

Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Workshop

John Brown, the sales manager from Hour 10, “Entering Data as a Salesperson,” is getting ready for his quarterly meeting with the CEO. John wants to analyze patterns in how opportunities are won or lost in his territory so he can clearly communicate to his boss and so he can improve the results of his team. He creates a custom view in Advanced Find and exports it to an Excel PivotTable. After experimenting with various pivots, he finds one that clearly shows the data and turns it into a PivotChart. He fusses with the details to make it look exactly how he wants it for his PowerPoint presentation. The chart shows the three top factors in successfully winning opportunities, with the main factor being a response to the lead within 24 hours. ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required