Snapshot Charts for CRM tm

 

Trial Now Available

If you have access to the partner only virtual pc demonstration image available from Microsoft from April 2009, we can provide a differencing image that has a fully functional installation of Snapshot Charts for CRM.  If interested, please use the contact us page to request instructions on how to download this image.  Unfortunately, this image is only available to those that have access to the partner image from Microsoft at this time.

Recorded Events

Gain Powerful Insight Into Your CRM Data with Snapshot Charts for CRM™ Webinar

This one hour Webinar will demonstrate how to turn your Dynamics CRM data into charts and dashboards of actionable data.

Click here to view this webinar recorded on 9/25/09.


 


 

Charts and Dashboards for everyone... 

That is what Snapshot Charts for CRM tm is all about.  By taking the ease of use and power of the Advanced Find query tool provided by Microsoft Dynamics CRM v4.0 and extending it by making it the datasource of a chart, Snapshot Charts for CRM tm empowers your users to be able to represent the data in your Microsoft Dynamics CRM database in meaningful and actionable ways.

Available Chart Types

  • Area 2D  - Single Series, Multi Series, Stacked
  • Bar 2D  - Single Series, Multi Series, Stacked
  • Column 2D - Single Series, Multi Series, Stacked
  • Column 3D - Single Series, Multi Series, Stacked
  • Line  - Single Series, Multi Series
  • Funnel
  • Pie 2D
  • Donut 2D
  • Pie 3D
  • Combo Double Y 2D
  • Combo Double Y 3D

Key Features

  • Uses saved Advanced Find queries
  • Supports click through to underlying source data
  • Respects security model of Dynamics CRM
  • Supports all FetchXML / Advanced Find operations
  • Supports linked fields from related tables
  • Dashboards may be called explicitly by id to embed into other applications (SharePoint)
  • 'At a Glance' option to place on entity forms 

 

      




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