Analytics with CRM

Microsoft Dynamics CRM 2016 provides some advanced features that provide ways to enhance the analytics experience using other Microsoft products.

In Microsoft Dynamics CRM 2016, two new features have been introduced to provide standardized documents for analytics. These two features integrate to the Microsoft Office suite of applications. They are described in further detail in the following subsections.

Word templates

Word templates provide means to create reusable templates in Microsoft Word and then save them to Microsoft Dynamics CRM 2016. These Word templates can then be used to generate standardized Word documents based on the CRM data. The following table describes the supported versions of Word that can be used to generate or open a document generated via the Word template feature of Microsoft Dynamics CRM 2016.

Excel templates

Just like Word templates, a user can also generate Excel templates in Microsoft Dynamics CRM. The only main difference between Word and Excel templates is that, while a Word template is for information relevant to one entity record, Excel templates are for information relevant to a set of entity records. We will look through some scenarios in the later chapters in this book, which will give you a comprehensive idea of these features.