Saturday 17 September 2011

Salesforce.com vs MS CRM - Evaluating Reports vs Built in Dashboards http://bit.ly/obHdxX {Reporting in Salesforce|Dashboards in Salesforce|Managing Dashbords in Salesforce.com|Using Dashboards in Salesforce.com|Salesforce.com Dashboard Managment|Salesforce Dashboard Best Practices|Salesforce Reports|Reports in Salesforce}
{Salesforce has a drag and drop report writer that allows users to create reports in a tabular, a summary or a matrix format.|Salesforce.com has a report writer that is drag-n-drop. This lets users create reports in a variety of ways.|The reporting tool within Salesforce has drag and drop functionality. It allows you to report in several unique ways.|Salesforce's reporting engine allows for flexible reporting methods - such as matrix and summary style.|The reporting engine with SF.com provides flexibility and three manners of creating reports: tabular, matrix and summary.} {Fields from a report’s objects, as defined by a Report Type, can be clicked and dragged by a user to add columns and to create groupings.|In order to add fields, the user simply needs to select the field and drag ito the desired location.|When adding a reporting field, choose a field and drag it to the required location on the report.|Various reporting types allow the user to select a field and then move it via drag-n-drop to the proper location on the report.}

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{Reports can have associated charts.|Salesforce reports have related charts.|Reports within Salesforce.com are related to various graphical options such as charts and graphs.|Each list report can be translated into a graphical chart.|All list reports inside of SF.com can be switched to graphs and/or charts.} {The Chart Editor allows for defining a chart type and chart data points.|The graphical editor allows users to define chart types and data points.|The graph and chart editing system in Salesforce allows users to define various chart types and points.|To define charting and graphing options, Salesforce users are able to easily configure th editor.|Editing of the charting and graphing tool within Salesforce is highly intuitive. It allows for both data points and chart types to be configured.}

{The Enterprise and Unlimited Editions include Custom Report Types, which allow an administrator to define which objects to display to users when they create reports and to also define relationships among these displayed objects for cross-object reporting.|The Enterprise version of Salesforce includes Custom Reporting Types.|Custom Reporting Types are configurable within the Enterprise and Unlimited Editions of SF.com.} {Up to four objects can be associated with a Custom Report Type.|Each report type can relate to as many as four objects.|Salesforce allows for up to 4 objects to be related to a single custom report type.|SF.com provides the ability to associate each custom report type to 4 different objects.}

{In the Enterprise and Unlimited editions, reports can be automatically delivered via email on a scheduled basis to licensed Salesforce users.|In the more expensive editions, reports in Salesforce can be auto-sent via email. This can be done on a scheduled basis.|Salesforce allows users to schedule reports to be automatically emailed.|The Enterprise version of Salesforce allows users to schedule reports to be delivered via email.} {Report data appears within the body of an email as formatted text.|The data within the report is formatted within the email body.|The body of the email contains the reporting data as formatted text.|The email contains the report within its body.}

{The Professional, Enterprise and Unlimited Editions have Customizable Dashboards.|Customizable dashboards are available with Pro, Enterprise and Unlimited editions of Salesforce.|The Pro, Enterprise & Unlimited Editions of Salesforce allow users to customize their dashboards.|The Professional, Enterprise and Unlimited Editions provide for personalized dashboards.|The Professional, Enterprise and Unlimited Editions allow for self-customization of Salesforce dashboards.}

{Multiple collections of report-based charts can be arranged on a tab as different Dashboards.|Users are able to arrange charts and graphs on their dashboards as needed.|Salesforce users are able to customize the look and feel of their dashboards as they need.|Users of Salesforce have the option to arrange their dashboard panels as they see fit.|Users can select how they want to arrange the multiple collections of charts and various graphs within their dashboard view.}

{Salesforce has a default Adoption Dashboard which provides information about what extent different users are using the application.|Salesforce also provides a user management dashboard - which helps administrators see how much the database is being used.|The Salesforce User Adoption dashboard helps inform executives of which parts of the system are being utilized.|A valuable dashboard is the "Adoption" dashboard. This allows managers to view how much the system is being used.|The Adoption dashboard shows how much the users are implementing the application.}
{Reporting in Microsoft CRM|Microsoft CRM Reporting|Microsoft Dynamics CRM - Reports|Microsoft Dynamics CRM - Reports and Dashboards|Microsoft Dynamics CRM - Dashboards|Microsoft CRM - Dashboards|Dynamics CRM - Dashboards and Reporting}
{Microsoft CRM has a Report Wizard for creating new reports.|The Microsoft Reporting Wizard is helpful for creating reports.|Microsoft has a wonderful Wizard for the creation of new reports.|There is a powerful Wizard in MS CRM for creating reports and dashboards.|One popular feature in Microsoft CRM is the reporting Wizard. This allows for the creation of new reports.|Microsoft CRM's reporting wizard allows users to easily create new reports.} {A new report can be based on an existing report.|Users can also base new reports on existing reports.|A popular option is for users to base their new reports on reports that already exist in the database.|An oft-used trick is to base new reports on existing templates.|It is often prudent to not create new reports but rather copy and edit existing reports.} {Reports can be filtered based on existing, Saved Views or new filters can be added during report creation.|Microsoft CRM allows for easy report filtering. These can be developed during the creation of each report.|Users can easily filter reports. This option exists during report creation or editing.|It is often useful to create report filters when developing new reports.}

{Reports allow for a Primary record type and a Related record type.|Users can select the primary record type as well as the related record type.|Microsoft users are able to choose both the related record type and the primary record type.|Microsoft's powerful engine allows users to select the Primary as well as the Related record type.}

{Groupings and columns can be selected by clicking on boxes in the Lay Out Fields dialog.|Users are able to select groupings at this point. They are also able to choose their report columns.|At this point users can choose their columns as well as their groups.|Selection of groupings and columns takes place within the layout editor.}

{Microsoft CRM allows for a number of dashboard formats to be selected.|The Microsoft dashboard editor allow susers to drill-down and easily choose fields.|The MS CRM dashboard editor allows for easy usage and drill-down functionality.|MS CRM provides a number of dash formats and chart types.|Users are able to select a number of dashboard and graphical types.|Dynamics CRM provides users with the ability to easily choose their graphs and charts.}

{Microsoft CRM’s dashboards are real time and can be surfaced in any entity within the application.|Dashboards within Microsoft function in real time and are viewable from within any screen.|Microsoft's dashboards are viewable anywhere in the system. The results are real time.|Microsoft's dash boards are viewable in the system.} Microsoft CRM reports Microsoft CRM vs Salesforce.com Microsoft Dynamics CRM vs Microsoft Salesforce Reports Salesforce vs Microsoft CRM Salesforce vs Microsoft CRM reports

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