CRMCS: Engagement Dashboards for Enrichment

See how much better employees perform when insights are embedded directly into their daily workflow. With instantly available reports and visual analytics incorporated into their dashboards, users feel there's more value to be gained from inputting quality information.

CRMCS' approach to developing user dashboards mirrors the way people use Dynamics. We've taken the concept of a single pane of glass one-step further. In addition to being able to view all the important information at a glance, CRMCS dashboards change dependent on where the user is within CRM, to give an efficient contextual dashboard overview.

• Contextual Dashboards - valuable reports are presented on-screen in a contextual way, adapting to remain relevant, dependent where the user happens to be, within Dynamics.
• Roll up views - Pulling together everything needed, users can access informative reports, for example, about individual projects, client accounts, etc. Including a full historic overview.
• Matching Dashboards - Our dashboards are capable of drawing important associations between data, converting accessible data into really useful information to help your organisation.

Combine insights and to-dos in one place and gain user adoption by making it easier for everyone. Our intelligent dashboard design helps users see what their next action should be. Users enjoy having 'My Day' view and easy calendar access, clearly visible on their home page.

Our approach to developing Dashboards, combines Dynamics and Power Apps in a unique way, designed to specifically improve user adoption. Staff then work within your CRM environment, improving efficiency and significantly improving business goals. Dashboards can be individually tailored between teams, departments and even on an organisation-wide level, whatever your specific requirements are.

• Key Performance Indicators (KPIs) - Through incorporating staff workflows within CRM, you can instantly see if your KPI objectives are being met, giving you more power to see progress in real-time. Also, you can help individuals improve their performance as you'll be able to monitor their work more effectively.
• Call to action - Use feedback and collaboration to highlight 'next-steps', helping users walk-through their daily workflow in a common-sense way.
• Reporting - Gain valuable information about individual outcomes across the team to look at individual cases, projects and staff or team performance.

Transform your CRM by embedding insights into every record for and gain valuable live feedback. Using CRMCS' unique IP, integrated with Power BI, you can improve how you model and visualise your business, turning real-time information into smarter business decisions.

• Bringing analytics to Teams - Share insights and view business analytics in real-time within Teams. Our Engagement Dashboards extends your data beyond the database, continuously improving the way you do business. Ultimately, you're can build a much stronger model of engagement for your organisation.
• Visual Analytics - introduce visual analytics to provide an overview of what is happening within the team. This also helps users collaborate better and gives them a better view of business objectives.
• Better metrics - Using Team Bots within your Engagement Dashboard, you'll have the ability to analyse performance at individual client or even project level.

A CRMCS innovation, Dash365 extends your capabilities by introducing our dedicated Dashboard Power App technologies into Dynamics. New Dashboards can be built simply through configuring a template to suit your organisational needs.

• Pre-built Templates - Our vast experience of developing bespoke dashboards for clients has been harnessed to create a range of templates to help you build the Dashboard you need, quickly and easily.
• Solve problems quickly - DASH365 incorporates pre-built CRMCS technologies to solve common scenarios and problems.
• Add to Dynamics or Power Apps - DASH365 can be added to any tenant of Dynamics or Power Apps. The way DASH365 has been developed enables further integration into Teams or Power Apps Portals, to build dashboards for your business needs.