MEETING WILL BEGIN SHORTLY CRMUG WELCOME Microsoft Dynamics

MEETING WILL BEGIN SHORTLY @CRMUG

WELCOME! Microsoft Dynamics CRM User Group (CRMUG®) Fox Valley CRMUG Chapter Meeting Tweet during Today’s Meeting: @CRMUG, #CRMUG<Location>, #CRMUG<Topic> @CRMUG

AGENDA 8: 30 – 9: 00 Registration and Networking 9: 00 – 9: 20 Chapter Business 9: 20 – 10: 20 CRM Reporting 10: 20 – 10: 30 Break 10: 30 – 11: 30 Qlikview Reporting of CRM data 11: 30 – 12: 00 Networking @CRMUG

NEXT MEETING? § Date: March 10, 2016 § Time: 8: 30 -Noon § Place: UW Fox Valley § Topics: Up for Discussion @CRMUG

GET TO KNOW YOUR CRM PEERS Introductions ‒ ‒ ‒ Name Company (describe Company/Industry) Your role in the company What version are you on? What do you hope to accomplish by attending the user group? @CRMUG

Join your CRMUG Chapter Community @CRMUG Join our Chapter Community today to receive updates and access to the content library with presentation materials.

CHAPTER LEADERSHIP BE A PART OF SOMETHING REALLY GREAT FACT: The most successful chapters have strong leadership teams. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills. I WANT YOU FOR CHAPTER LEADERSHIP @CRMUG IMPACT: Chapter Leaders have significant reach within the Dynamics CRM Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader or email CRMUG Chapter Manager, Gretchen Ingbretson, gretchen@crmug. com

Join CRMUG Connect, Learn, Share 23, 000 of your Dynamics CRM peers are waiting for YOU to join the Community! Your Peers are saying… Enroll Online … www. crmug. com/join v Attend one of the hundreds of live or on-demand skill building webinars v Participate in local chapter meetings for free v Access some of the 200 educational events year round v Collaborate: Exclusive online social community for CRM users v Save on CRMUG Summit Registration: up to $500 discount person explore Get Started Now Kylie Kiser Financial Services Firm Washington DC Being a member of CRMUG means… “learning from others to avoid mistakes and common pitfalls, relating and making connections with other users, and interacting with best minds in industry” engage elevate Have Questions? Contact Bryan Erstad, CRMUG Membership Manager 877 -324 -8880 x 1450 bryan@crmug. com

SAVE 10% on Academy Distance Learning in December Enhancing professional growth and development is the best investment you can make for your organization. Save 10% on all Distance Learning & On Demand Academy class registrations purchased in December 2015. • Learn from industry experts without the need for travel • Study more than just core concepts and learn real-world best practices • Many classes leverage hands-on and interactive virtual training environments • Earn CPE credits Visit www. CRMUG. com/Academy for a full listing of available classes and dates. Use the Coupon Code: Academy 10 to receive your 10% discount on every Distance Learning & On Demand Academy class registration purchased in the month of December 2015. This coupon code is only valid for distance learning classes open for registration during the promo period.

INcomparable Learning INnovative Ideas OCTOBER 11 -14, 2016 Tampa, Florida INfinite Experience #INtampa 16 @CRMUG @GPUG #CRMUGSummit www. crmugsummit. com 10

CRM REPORTING Tom Lemirand Ledgeview Partners @CRMUG

Tom Lemirand Presales Engineer Reporting within Microsoft Dynamics CRM @CRMUG

TYPES OF REPORTING WITHIN CRM • Dashboards – Views – Charts • Ad Hoc Querying – Advanced Find • Reports – Report Wizard – SSRS Reports • Word and Excel Templates – New feature in CRM 2016 @CRMUG

DASHBOARDS • Dashboards provide a real-time overview of business data • Dashboards can consist of Charts, Views, Iframes, and Web Resources • Uses: Executive KPI Overview, Sales Daily Overview @CRMUG

AD HOC REPORTING (ADVANCED FIND) • Advanced Find provides the capability to create custom (layout, filter) queries in CRM • Advanced Finds are created at an entity level and can be saved and shared with other Users • Uses: Searching for specific items in CRM, Creating Views, Creating Marketing Lists @CRMUG

REPORTS • CRM provides the capability to add SQL Server Reporting Services (SSRS) Reports into CRM • These reports can be created through the CRM Report Wizard or through Visual Studio (. Net) • These reports can be exported in may different formats: Word, Excel, PDF, etc. • Uses: Formal documents (Quotes, Invoices, Contracts), Exportable Executive Summaries, Provide Grouping and Totals @CRMUG

WORD AND EXCEL TEMPLATES • • Word and Excel Templates is new functionality that just came out in CRM 2016 These templates provide the ability to export CRM data directly into Word or Excel Any CRM User is able to create these templates Uses: This functionality will replace a lot of the needs to create Reports (Quotes, Orders, Contracts, Grouping and Totals) @CRMUG

DEMO • • Dashboards • Creating Views, Charts, Dashboards • Examples of Dashboards, Drill Through Capability of Charts • Sneak Peak of the new Interactive Dashboards (CRM 2016) Advanced Find • • Filtering, Columns, Saved Views, Sharing Reports • Walking through the Report Wizard • Showing the creation of an SSRS report • • Word and Excel Templates • @CRMUG On-Premise vs. CRM Online Sneak Peak of functionality

Questions Implementation • • @CRMUG Data migration Integration with other information systems Customization: Tailoring CRM to your business Training: Customized classes and training materials Support • Formalized support contracts and case resolution

BREAK @CRMUG

QLIKVIEW REPORTING Rob Cleek Navitus Health Solutions @CRMUG

CRM & Reporting 12/7/15 Rob Cleek CRMUG Fox Valley Chapter

OVERVIEW • • • CRM Reporting Capabilities Navitus’ Choice Qlik Company Overview QV Architectural Structure How to Develop Reports The opinions expressed by the schmuck currently on stage is that of his alone and not necessarily the opinion of Navitus Health Solutions LLC. 23

CRM REPORTING CAPABILITIES Sql Server Reporting Services Cons • • Minimum ability to connect to many data sources Format limitations Flexibility lacking Direct pull at that time • Could slow down other users • Users have to wait • Other charts are framed 24

DECIDING ON APPROACH Sql Server Reporting Services Cons • Limited ability to associate data • Complex filtering • Dare I say, Ugly 25

WHICH VENDOR? Qlik vs SAP vs Micro. Strategy vs Tableau vs SSRS vs…. • Many vendors to choose from • What are your goals? • • Speed to deliver? Ease of use? Technical ability? Features & Functionality? • Create a Scoring Matrix 26

QLIK Company / System Overview • Navitus began using them in 2009 • In Memory Architecture • All data in RAM • Associate Data Model • Servers – 3 physical servers @ 4 quad cores, 512 gigs RAM 1 virtual server @ 1 core, 64 gigs RAM File Server – 1 TB data • Benefits: • • Fast Quick to deliver a report Flexible Self Service 27