Expand your Marketing, Sales and Service
capabilities with FREE Analytics Accelerators
for Dynamics CRM 4.0

The goal of the NEW Analytics Accelerator for Microsoft Dynamics CRM 4.0 is to enrich your capability to bring together data available within CRM with the tools and processes available in Microsoft BI products, to provide role based
actionable business insight.

As a result, employees at all levels of the organisation enjoy real-time access to decision-driving information about the health of the business.
This information is delivered in an easy-to-understand way, allowing employees to respond quickly to business changes and make informed,
fact-based decisions that drive increased revenue and productivity.

If you would like to learn more about how to install and use the new Accelerators, contact us by emailing microsoftcustomers@pa.com.au 

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New customer joins Professional Advantage

Essendon Football Club has implemented Microsoft Dynamics GP and Microsoft Dynamics RMS as an integrated solution to provide increased operational effectiveness and efficiencies across the business. The club has previously used a lot of stand-alone systems that did not provide an overall view across all operations.

Currently Essendon FC is implementing Dynamics CRM which will be used as a membership system and
will also integrate with the ticketing and event applications to provide a complete view of how Essendon fans
and friends interact with the club.
 
Overall with the three Dynamics products in place, Essendon FC will be in a much better position to easily understand and analyse its business while at the same time giving members and fans of the club a far better experience.

For more information on Essendon Football Club, please visit www.essendonfc.com.au

If you are interested in learning more, email your enquiries to microsoftcustomers@pa.com.au 
or phone 02 9466 8621.

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Why repeat past performance if you can beat it? Check out NEW Sales Forecasting Accelerator

The reports contained in the NEW Extended Sales Forecasting Accelerator are designed to allow the sales team to quickly visualise the Goal, Estimated and Actual revenue achieved per reporting period.

Extended Sales Forcasting:

Chart report

The chart report provides top-down visualisation into team performance. In the reports below, we illustrate selecting January goals, running the Graph report, and clicking the chart to drill down into the details of our
team achievement.

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Save time, improve productivity with these tips & tricks

Now you have captured customer information you can start to do some data analysis. Advanced Find is the built-in CRM user querying tool that can be used for saved views and adhoc queries. 



You can use Advanced Find to:

Save views for regular usage such as:

Review if key customer data is being added by your team

Segment data to create targeted saved views

Analyse customer information through Microsoft Excel

To see a demonstration of how to use the Advanced Find feature please click here or else try it out by following the steps below:

In this case we are going to create an Advanced Find to show all the Accounts that this user owns in the business services industry.

1. Navigate to the Accounts View and then click on the Advanced Find Button

2. Click on the Show Details Button and select the Industry Attribute Equals Business Service

3. Click on the Find Button to activate the Advanced Find query. The result is a list of customer accounts that match the criteria defined in your query

4. To add columns to the current view, navigate back to the query by clicking on Back to Query

5. Click on Edit Columns and select the columns that you would like to add to your final result view

6. Once you have finished, click on the Find Button again to view the result

7. If you would like to be able to reuse this Advanced Find view later on, navigate back to the query by clicking
   on Back to Query to save the settings

8. Click the Save As button and save the Query as My Active Business Services Accounts

9. Refresh the Account area page and you now have a My view of My Active Business Services Accounts which can be used as necessary and also shared with other CRM users.


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Exporting Data to an Excel Pivot Table

 

In CRM 4.0 you can export any list, such as the results of a search that you create in Advanced Find, to Microsoft Office Excel. You can export the lists to an Excel static worksheet, a dynamic worksheet or a dynamic pivot table. A dynamic worksheet or pivot table allows users to refresh data from within Excel without having to run the query or access the list in CRM.


To see a demonstration of how to Export data to an Excel Pivot Table please click here or else try it out by following the steps below:

 

1. In any area with a list of records, click the Export to Excel button on the Actions toolbar  

2. Choose the Dynamic PivotTable option

3. To add or remove a column in the report, click Select Columns

4. In the Select PivotTable Columns list, select or clear the check boxes for the fields as needed, and then
   click OK. By default, only fields that are displayed in the Select PivotTable Columns list are included in the PivotTable Field List

5. Click Export

6. Open the file containing the PivotTable:
   

To view the PivotTable, click Open
	If you are using Microsoft Office Excel 2003, click Enable automatic refresh
–  OR –
	If you are using Microsoft Office Excel 2007, you will see a message that says “the file you are .. ..trying open is in a different format than specified by the file extension”. Click Yes
	If you see the security warning Data connections have been disabled, click Options, and ..then click Enable this content, and then click OK




7. Drag the fields from the PivotTable Field List to the PivotTable

8. To refresh data in the file, click Refresh from CRM

9. To save the exported data to a file in Excel, on the File menu, click Save

 


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Improve productivity and maximise value per dollar spent with our NEW Business Optimisation Services

 

We believe every organisation has the potential to be a high performing workplace. With that in mind we have designed the Business Optimisation Startegy and Services (BOSS).


BOSS will uncover, optimise and standardise critical steps that drive your business. The result will be processes that are consistent, repeatable and transparent and a strategy to help answer those ‘nagging questions’ around productivity, value, consistency and compliance.

Special Offer

Sign up to BOSS by December 31, and receive this service for $ 4000 (ex GST) – a 50% discount. 
Money back guarantee.

To discuss how BOSS could help drive higher performance in your organisation, please phone Elzina or Kristen on (02) 9466 8616 or email elzina.hodzic@pa.com.au or kristen.stanleick@pa.com.au.

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Partner Update: Reduce one of your biggest costs - your payroll cost with the help of e-tivity®

 

Have the right people at the right time at the right place at the right cost with workforce management solutions from our business associates, Positive Workforce Solutions.

e-tivity® is an award winning web based flagship product of Positive Workforce Solutions.

Positive Workforce Solutions is an Australian developer whose core competency is in the development and implementation of workforce automation products, both web and windows based, specifically focusing on Time
& Attendance, Work Rule Interpretation and Rostering/Scheduling solutions that will meet the complex and
ever-changing employee relations conditions.

Solutions in various forms have been successfully installed in over 15,000 sites worldwide in various vertical markets including the retail, manufacturing, hospitality, events and labour hire industries.

This is what e-tivity® users say:

“Although we’re still fine tuning our use of e-tivity and getting everyone used to it, we
nonetheless are expecting potential savings of around $3 million per annum.”


Phil Taylor, CFO - Michael Hill Jewellers


To learn more about proactive workforce management and reducing your payroll costs please contact Positive Workforce Solutions on 02 8838 2200 or sales@positive.com.au


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Customer in the spotlight: Intellichoice

 

Intellichoice are experienced financiers, financial planners and property advisers with their head office in Brisbane.



Intellichoice provides a range of financial services, including home loans, business loans, invoice financing, owner builder finance, insurance, financial planning, salary packaging and investment properties.

Solution

Due to these diverse disciplines and to maintain strategic growth across a number of offices, Intellichoice implemented Dynamics CRM to centrally collect data on individual clients and companies when multiple external systems are required in providing products and advice to these individuals.

Benefits


Single, centralised source of information

As new products are made available, the system can be tailored within minutes

Increased productivity through workflows tailored specifically to departments

Having an overview of the data and changing marketing efforts/responses around these indicators


To find out more about Intellichoice and their range of services visit their website www.intellichoice.com.au  or www.intellichoicefp.com.au

 

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