Data Analysis Tool for Microsoft Dynamics CRM

Data Analysis tool is helpful for up gradation and Migration process. This tool will provide the information of CRM Record count, status wise count and owner’s wise count in single click.

Features of Data Analysis Tool

I. Record Count

II. Status Wise count

III. Owner Wise Count

 Download  Data Analysis Tool from here.

Process of using Data Analysis tool:

  • First screen will be the Login Page. Either you can take the Single CRM or Source and destination CRM as per the requirement.
  • Select the CRM Type, whether it is office365, on premise or IFD.
  • Enter Login details by providing the user name and password.

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  • Click on Login button, it will navigate to next window as shown below.
  • To perform an actions need to get the License key.
  • To get the License key, please email to salesteam@mtccrm.com with the unique organization name.
  • Click on License settings shown in the left corner of the window.
  • Activate License window will open. Enter the organization License key provided by sales team.
  • After clicking on Submit button, will get confirmation message saying that License has been accepted.
  • After entering the License key below options will be available.

 

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Record count

Using this Main menu you can able to get the All or selected entities record count, status wise record count and owner wise record count.

Total Record count - Gets the record count of all the entities. It can also get source record count and destination record counts. This helps migration team to identify any records got missed.

Status Wise count - This operation helps in getting each entity count based on the status. You can compare the source and destination CRM side by side to identify data discrepancy.

Owner Wise Count - Gets record count based on the owner. If two CRM credentials are provided it gives count of both CRM users side by side for data comparison.

            Click on Proceed to continue for further processing

 

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  • Select entity or select all entities, click on arrow buttons to move the selected entities to next window.

 

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  • In dropdown window, you can able to select the view as all entities record count, status wise record count and Owners wise record count.
  • By clicking on the download single file will be downloaded with selected view.
  • By clicking on Download all, all the files will be downloaded to the local system.

 

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Customization:

  • Helps in analyzing the CRM system in building the below inventory.
  • How many custom workflows implemented?
  • How many plugins implemented?
  • How many HTML web resources exist in the current system?
  • How many entities with custom attributes exist in the current system?
  • How many JavaScript’s are in the current system?
  • This data can be exported to excel for evaluation by the technical upgrade team to estimate the efforts for the upgrade and share with clients.

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  • In dropdown window, you can able to select the view as all entities Attributes count, workflows, plugins, JavaScript’s, HTML Pages.
  • By clicking on the download single file will be downloaded with selected view.
  • By clicking on Download all, all the files will be downloaded to the local system.

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Data Detection:

  • Data detection will helps in finding the detailed information of CRM entities.
  • Click on Proceed to continue for further process.

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  • Select the entity and related attributes by clicking on the arrow symbols.

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  • Utilization provides the attribute wise data utilizations for the entities in the CRM system.

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  • Helps in getting the utilization of an attribute in the CRM system and also to get metadata of any entity for technical documentation

 

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  • The resultant will be shown as below. To download the file click on Export to Excel button.

 

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Data Analysis tool helps you to get the complete details of CRM in few clicks and it saves lot of time whoever doing for upgradation or migration process or in general to know the CRM storage.

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