Using Dynamics CRM 4.0 to Calculate ROI

Posted Monday, November 30th, 2009

I absolutely love using calculation javascript – it ends up being worth the time and effort it takes to place it inside of the system. It’s amazing to think about the total amount of time you save by utilizing this custom functionality. However, the most difficult part of generating a collection of calculation code is coming up with the actual formula and making sure it calculates out correctly.

I recently read a blog by Mitch Milam on the Microsoft CRM team blog that was completely inspiring. He has generated a simple collection of calculations that will generate a final ROI amount for you. While there’s no code on the actual blog, the calculation javascript is simple and well known. As long as you place Mitch’s concept behind the javascript, it should be relatively simple to piece together.

Click here to view Mitch’s calculation concept on the MS CRM team blog.

This concept is extremely powerful from a decision-making standpoint. Your return on investment can illustrate many things – are you spending the money you’re spending NOW in the right places? Are you going to be putting your money where the best return actually lies? These decisions cannot be made without viewing your ROI. And being able to plug in a few numbers and see the final piece to the puzzle is just fantastic.

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