Microsoft Dynamic CRM Dashboard

High Level Design

Overview

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. The product focuses mainly on sales, marketing, and service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as a CRM platform and has been encouraging partners to use its proprietary Goals.

The integration between Sisense and MS Dynamics CRM will be created using CDATA JDBD connector:
https://www.cdata.com/drivers/dynamicscrm/jdbc/

Objectives

• Integrate initiative widgets which provide a high-level performance overview compared to the Dynamics CRM existing reports for executive managers.
• Identify revenue per campaign and trend over time
• Monitor the campaign budget usage compared to plan
• Product Sales overview
• Monitor the number of employees globally

KPIs Architecture

Entities Relationship Diagram

JDBC Connection Details

Connection String:

jdbc:dynamicscrm:[email protected]_dynamics_spaceaccount;Password=your_password;URL=your_full_dynamics_crm_url ;CRM Version=CRM Online;

JDBC JARs Folder:

C:\Program Files\CData\CData JDBC Driver for Dynamics CRM 2019\lib

Driver’s Class Name

cdata.jdbc.dynamicscrm.DynamicsCRMDriver

Plugins & Scripts

1. Blox – https://www.sisense.com/marketplace/blox-widgets/
2. Image Widget – https://support.sisense.com/hc/en-us/community/posts/221224568-Adding-Logo-Image-to-a-dashboard?flash_digest=2e5c4a60b0bb7eb303b8aa3a1cbf5b067f1787b1
3. Distribute Widgets equally in a row –

https://support.sisense.com/hc/en-us/community/posts/115005867428-Distribute-Equally-the-Widgets-in-a-Dashboard-Row

4. iFrame Widget

https://support.sisense.com/hc/en-us/community/posts/221224848-iFrame-Widget-

Blox Scripts

Active Accounts, Total Revenue, Leads

{"style": "",
"script": "",
"title": "",
"showCarousel": false,
"horizontalAlignment": "center",
"body": [
{
"type": "Container",
"align - self": "center",
"items": [
{
"type": "ColumnSet",
"columns": [
{
"type": "Column",
"horizontalAlignment": "center",
"style": {
"justify - content": "center"
},
"items": [
{
"type": "Image",
"url": "https: //www.flaticon.com/premium-icon/icons/svg/1770/1770357.svg",
"spacing": "large",
"horizontalAlignment": "center",
"size": "medium"
},
{
"type": "TextBlock",
"text": "Active Accounts",
"size": "medium",
"color": "default",
"weight": "light",
"spacing": "small",
"horizontalAlignment": "center"
},
{
"type": "TextBlock",
"text": "{
panel: accounts
}",
"style": {
"align - self": "left",
"font - weight": "bold"
},
"size": "large",
"color": "default",
"spacing": "large",
"horizontalAlignment": "center",
"separator": true
},
{
"type": "ActionSet",
"actions": [
{
"type": "Action.OpenUrl",
"action": "lightbox",
"title": "Sisense Plugins Marketplace",
"url": "https: //www.sisense.com/marketplace/"
}
]
}
]
},
{
"type": "Column",
"horizontalAlignment": "center",
"style": {
"justify - content": "center"
},
"items": [
{
"type": "Image",
"url": "https: //www.flaticon.com/premium-icon/icons/svg/1700/1700258.svg",
"spacing": "large",
"horizontalAlignment": "center",
"size": "medium"
},
{
"type": "TextBlock",
"text": "Total Revenue",
"size": "medium",
"color": "default",
"weight": "light",
"spacing": "small",
"horizontalAlignment": "center"
},
{
"type": "TextBlock",
"text": "{
panel: data
}",
"style": {
"align - self": "left",
"font - weight": "bold"
},
"size": "large",
"color": "default",
"spacing": "large",
"horizontalAlignment": "center",
"separator": true
},
{
"type": "ActionSet",
"actions": [
{
"type": "Action.OpenUrl",
"action": "lightbox",
"title": "How to
import Microsoft Dynamic CRM Data ? ",
"url" : "https: //documentation.sisense.com/latest/managing-data/connectors/ms-dynamics-crm.htm"
}
]
}
]
},
{
"type": "Column",
"horizontalAlignment": "center",
"style": {
"justify - content": "center"
},
"items": [
{
"type": "Image",
"url": "https: //www.flaticon.com/premium-icon/icons/svg/1583/1583162.svg",
"spacing": "large",
"horizontalAlignment": "center",
"size": "medium"
},
{
"type": "TextBlock",
"text": "Leads",
"size": "medium",
"color": "default",
"weight": "light",
"spacing": "small",
"horizontalAlignment": "center"
},
{
"type": "TextBlock",
"text": "{
panel: leads
}",
"style": {
"align - self": "left",
"font - weight": "bold"
},
"size": "large",
"color": "default",
"spacing": "large",
"horizontalAlignment": "center",
"separator": true
},
{
"type": "ActionSet",
"actions": [
{
"type": "Action.OpenUrl",
"action": "lightbox",
"title": "Blox Documentation",
"url": "https: //documentation.sisense.com/latest/addons/sisenseblox.htm"
}
]
}
]
}
]
}
]
}
]
}