Microsoft Excel is the king of business intelligence (BI) tools. Millions of Excel users use it for reporting and analysis of corporate data. Users of CRM migrate data to Excel just to perform analyses or entity management. Examples include pipeline analysis, pipeline management, territory planning, leads filtering and generation, etc. With CRM Online 2015 Update 1 we are enriching our strong connection between CRM and Excel with an immersive experience
A new view for Excel Web App is introduced in CRM Online – Embedded View. This gives you a great opportunity to seamlessly integrate CRM data and scenarios with Excel on the web. You can take along relevant and contextual information to do your tasks with the benefits of Excel features and visualization and perform quick analysis such as what-if, filter, search, contextual to CRM information and UI.
In the example below I'll take a look at my Open Opportunities - to see how the sum of weighted estimated revenue looks, and how it will look if I up some of the numbers
Fig1.: My Opportunities View
Fig 2.: Export the records to Excel Online
Fig 3.: Records now opened in Excel Online inside CRM Online (Immersive)
Fig 4.: Add formula to calc weighted estimated revenue (probability times estimated revenue)
Fig 5.: Add formula to all rows using Excel drag and drop
Fig 6.: Add formula to sum all rows using Insert tab / Function dialog
Fig 6.: Sum of all rows
Fig 7.: Increasing Estimated Revenue of last opportunity to 35k
Fig 8.: Increasing Probability of third opportunity to 60% - now my weighted sum is acceptable
Fig 9.: Clearing WhatIf calculations before committing changes back
Fig 10.: Saving changes to records back to CRM
Fig 11.: Import dialog displayed
Fig 12.: Parsing
Fig 13.: Completed
Fig 14.: Changes committed