Sikich LLP

September 01, 2009 12:48 ET

Sikich Releases Snapshot Charts for CRM™

A Dynamic, Visual Representation of Data Found in Microsoft Dynamics CRM

AURORA, IL--(Marketwire - September 1, 2009) - Sikich, a Microsoft Gold Certified partner and Inner Circle Dynamics partner, today released Snapshot Charts for CRM, a dashboard creation tool for Microsoft Dynamics CRM v4.0.

Snapshot Charts for CRM allows users to put CRM data into charts and dashboards. The dashboards are dynamic, allowing for in-place drill down, customization, and links to the underlying CRM data. This is a great tool to bridge the gap between the data collected in CRM and a quick snapshot of that data to help businesses better understand customer behavior, analyze sales, identify opportunities for revenue and cost savings, and improve overall decision-making.

Snapshot Charts works with the Advanced Find tool found in Microsoft Dynamics CRM v4.0. These saved queries represent the source data that forms the foundation of the charts and dashboards -- a graphical representation of CRM data. Features such as chart item click-through and support for all Advanced Find operations brings the ease of creation of actionable dashboards to any user of Microsoft Dynamics CRM.

With support for charting fields from related tables, embedding into external applications such as SharePoint, providing an 'At a Glance' view within CRM forms and full support of the security model of Dynamics CRM, Snapshot Charts for CRM is much more than a way of creating attractive charts representing your Microsoft Dynamics CRM data.

"We are excited to bring this amazing tool to market," said Ray Beste, CRM Practice Partner, Sikich, Technology service area. "We have been providing dashboard functionality to our Microsoft Dynamics CRM customers using the variety of tools available from Microsoft and our development staff for years, but to be able to offer a dashboard creation tool that any user of Microsoft Dynamics CRM can use is truly special. There's nothing quite like seeing someone create their own click-through enabled chart representing their CRM data, in less than 5 minutes, the way they want to see it."

About Sikich LLP

Sikich LLP is a public accounting and consulting firm providing public accounting and tax services, operations and management consulting, entrepreneurial services, information technology products and services, investment banking, human resource services, marketing services, retirement plan services, and wealth management. With more than 300 employees and eight offices located in Aurora, Chicago, Springfield, Rockford and Buffalo Grove, Illinois; St. Louis, Missouri; New York, New York; and Indianapolis, Indiana, Sikich serves individuals and small and middle market companies, as well as governmental and not-for-profit organizations. Visit to learn more about Sikich LLP. Visit to learn more about Snapshot Charts for CRM.

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