CRM in Dynamics NAV 2018 Pt. 6
We keep going on CRM and we just finished up with the tasks kind of and showing the importance of tasks and what you can do with it in the CRM system. Like I said before we have now 2 types of tasks and I’m definitely gonna talk to Microsoft about that, like hey what's up? but in the CRM system also, or actually if you are logged in as a salesperson there is a very cool thing called analysis here.
So I’m logged in as a sales relationship manager and if I go into analysis, we get these analysis reports and one of the really nice things in NAV is that many things are very generic which means you can create almost anything you can't, so if I go into for example here, Sales analysis report; this is an entity that’s been here for a little bit not too long but it allows you to create analysis reports for sales specifically.
For example, if I go into this one here, key account sales and I take a look at that: It basically says ok, the analysis report is key account sales, the line template is gonna be my customer, so those are my key accounts and the analysis column template is gonna be sales. So the line template is my customer, the columns across are gonna be sales. If I take a look at that I get something like this.
So I have her my customer, somehow I specified my customers and then across I have these columns here, sales not invoices, sales invoices, sales quantity, total etc. And if I go back here, I can see this is view by day, I can go ahead and say I wanna see that by year and then I take a look at that and I have the annual quantities.
You can see here I have the range that I’m looking at so this is 2019, so this is really cool. You make yourself a type of report, set up the columns, setup lines. So what options do we have as columns and lines? let's take a look at that. If I go into this line template, my customers, and I take a look at what that is, you can see that I get a list where I can specify what I want to see. It's very similar to account schedules.
Here I can say, row A1 is going to be customer 10,000 A2 customer 20,000, A3 customer 30,000, etc you can see this is a demo because taking the first five customers here are quoting 10,000 but anyways. I could have said this is going to be a group of the customer right here. Customer group and specify that group, or it could be certain salesperson all of the customer for that etc. Sorry, The sales personas numbers etc. and then I can have a formula, and item an Item group, so I have a bunch of options here, and I can tie this to dimensions.
Let's take a look at what we have for the columns, I go in here into sales, take a look a which columns those are, look at that here we have a really neat way of showing things, I can see if they are invoiced or not invoiced, they net changed or balance a day, very similar to account schedules, I can take look at the item entries or the item budget entries.
Of course, it could be a formula, comparison date formula very very similar to the account schedules etc. Here I could take a look at the sales amount, cost amount, standard cost, quantity, so a lot of options here to set up all kinds of formulas comparisons taking a look at quantities and the actual sales amounts etc.
This is fairly powerful and ultimately of course that creates a report like we just took a look at before where I’m seeing all of the numbers like that so, next one I might dive into setting up one for myself but this is I think a very very interesting aspect to the CRM and sales in general, there is not a whole lot of systems that allow you to create this dynamic reports like that so, I hope that was enlightening and please if you haven't seen this or taken a look at this in the system please do, you are gonna find it surprisingly useful.