- Possibility to analyze users
- Posted by Vitaly on July 20th, 2004
Is there a possibility in Microsoft CRM to analyze actions of a users for a week (for example). I found only reports that show me the list of users (I mean sales), but not what they did for this week.
- Posted by Matt Parks on July 20th, 2004
There is an Actity report that will show you the activities created. I don't
think there is one that groups by users though. It would be easy to modify one
of the supplied reports to display the information with a different grouping.
Matt Parks
MVP - Microsoft CRM
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On Tue, 20 Jul 2004 03:39:03 -0700, Vitaly <Vitaly@discussions.microsoft.com>
wrote:
Is there a possibility in Microsoft CRM to analyze actions of a users for a week
(for example). I found only reports that show me the list of users (I mean
sales), but not what they did for this week.
- Posted by Matt Parks on July 20th, 2004
If you create a new report to show that information, then they can see it.
Matt Parks
MVP - Microsoft CRM
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On Tue, 20 Jul 2004 06:51:05 -0700, Vitaly <Vitaly@discussions.microsoft.com>
wrote:
Ok, may be.
I thought that there could be a planning system. So that a manager could see
what sales persons did this week & say them what to do next week. Something like
that.
But as I can see, there's no such possibility? Manager can see what activities
were made with the customer. But not what a sales person did for a period. Yes?
"Matt Parks" wrote:
