DataSelf Analytics for MS Dynamics CRM
The following is a summary of the BI, report, and dashboard templates available. Please contact DataSelf to discuss how these templates benefit your specific business and needs.
Data Warehouse Templates
The data warehouse templates include DataSelf ETL+ and MS SQL Server preconfigured mappings for tables that are popular for reporting and data analysis. It’s easy to customize your data warehouse solution. Adjustments and customizations can help to tailor the solution to your needs and maximize the templates' value. Click here to learn more: data warehouse templates for Microsoft Dynamics CRM (WIP).
Tableau Templates
These templates include Tableau data sources, workbooks, and Tableau Server preconfigured mappings. They work in conjunction with the data warehouse templates.
Click here to download a list of the Tableau templates.
Template | Essentials | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards | NA | 200+ | 2,000+ |
CRM Activity * | NA | ✅ | ✅ |
CRM Marketing Email ** | NA | Add-on | Add-on |
CRM Opportunity * | NA | ✅ | ✅ |
Non * marked templates should provide value right-of-the-box. Adjustments and customizations might be needed to maximize their value.
* These templates usually require adjustments and customizations before providing value.
** Add-ons usually require other applications. Ex.: HubSpot for CRM Marketing Email.
Power BI Templates (data sets and workbooks)
These templates include Power BI data sources and workbooks. They work in conjunction with the data warehouse templates.
Template | Essentials | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards * | NA | NA | 50+ |
Opportunity * | NA | NA | ✅ |
* All Power BI templates require adjustments and customizations before providing value.
Microsoft Excel Templates
These templates include Excel workbooks with pre-configured data feeds from your MS SQL Server data warehouse and/or ETL+ CSV exports. Most MS Excel workbooks will require some level of adjustment before they provide value. The data feeds will easily bring the latest data warehouse data into Excel, from where users can slice and dice their data and build new reports.
DataSelf vs Other Reporting Tools
DataSelf vs DIY Data Engineering Platforms
Many data engineering and data warehouse/data lake platforms offer flexibility and scale, but can require technical teams, custom development, and ongoing maintenance.
DataSelf helps mid-market organizations accelerate such platforms and analytics with prebuilt connectors, automated governed modeling, KPI templates, and BI & AI-ready data structures.
Capabilities | Snowflake, MS Fabric, Databricks, Fivetran | DataSelf |
|---|---|---|
Mid-market focused (SMB) | Not typical | Yes |
Open platform (works with complementary technology) | Yes | Yes |
Portability (migration to another platform) | Complex | Easier |
Architecture options | Primarily cloud-centric | Cloud, private cloud, on-premises, hybrid, customer or vendor managed |
Vendor lock-in | Moderate | Low |
Requires dedicated data engineers | Typically required | Typically unnecessary |
ETL/ELT (extract, transform, load) | Yes | Yes (includes ETL+) |
Prebuilt ERP pipelines | Limited | |
Automated governed modeling | Custom initiative | DFT+ (Customizable) |
KPI templates | Minimal | KPI+ (industry-specific, best practice 8,000+ KPI library) |
Single version of the truth | Custom initiative | DFT+ (Customizable) |
Star & galaxy schemas | Custom initiative | DFT+ (Customizable) |
AI-assisted modeling & governance | Large enterprise focus | |
Fabric Power BI / Tableau / AI ready | Custom initiative | |
Initial platform deployment | Minutes to hours | |
Time to value | Months | |
Business-ready out of the box | Custom initiative | Yes |
Business model | Platform (DIY) | |
Pricing model | Pricing complexity |
Keywords: out-of-the-box templates, mappings, ETL+, data warehouse, ERP, CRM, reports, dashboards, KPIs., MS Excel, sales force,
Related Pages
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- DataSelf Analytics for Salesforce with Power BI
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- ETL+ for Salesforce
How to deploy ETL+ for Salesforce. See also Salesforce Technical Details
- Salesforce Technical Details
Technical information on the Salesforce product (formerly known as Salesforce.com and SFDC).