What is Microsoft Dynamics CRM Analytics Foundation?
Microsoft Dynamics CRM Analytics Foundation is a business intelligence solution accelerator for Microsoft Dynamics CRM 3.0 customers and partners. With Analytics Foundation, executives can better track and manage business performance with dashboards and KPIs.
Managers and employees can create reports quickly and make better decisions. Sales, marketing, and service employees can identify and act on new opportunities to grow revenue and improve business efficiency with predictive analytics.
Analytics Foundation includes an OLAP cube (UDM) built on the default Microsoft CRM 3.0 schema, dashboards for sales and service, and predictive analytics such as product recommendation, lead potential rating, marketing list generation, and more. Analytics
Foundation leverages data management and analytics technologies from the Microsoft Business Intelligence suite of products including SQL Server 2005, SharePoint, Business Scorecard Manager, Excel, and PerformancePoint Server 2007 (when available).
Where do I get it?
The current release contains sample code, pre-built templates and components, and guidelines for building business intelligence solutions on Microsoft Dynamics CRM 3.0. Download it from the
Figure 1: Service dashboard in SharePoint with scorecards, KPIs, and supporting reports.
Figure 2: Ad-hoc reporting of Microsoft Dynamics CRM 3.0 data in Excel 2007. The spreadsheet is connected to Analytics Foundation OLAP cube (UDM).
Figure 3: Predictive lead potential rating in Microsoft Dynamics CRM 3.0. Automatic scoring of leads is based on their likelihood to convert to successful opportunities.