Dynamics Reports
- Sunitha Balasubramanian (Deactivated)
- Chukwuebuka Ezema
Work in progress....
Overview: Dynamics 365
The reports below are created for the Office of Admissions to aid in their recruiting efforts. Data from Dynamics 365 is extracted using the APIs and grouped.
Data Refresh
Reports are refreshed daily
Read below for information on working with the reports, or click on the Report Elements Glossary link in the Table of Contents above to view definitions for the report filters and display elements.
Report : Dynamics 365-Contacts and Activities |
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Tab 1: Activities
Filters
Campus Name of Campus associated with student in Dynamics 365. College Name of college associated with current or prospective student in Dynamics 365 USF Terms This field identifies the academic term/semester associated with a given record. Activity Type Code This field identifies the activities (e.g email phone call, task) associated with a record in Dynamics 365. USF ID This field identifies the student U-number associated with a record in Dynamics 365. Full Name This field identifies the full name of a student record in Dynamics 365. |
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Visualizations:
Table
The table displays the following values for each record:
Activity Type Code USF ID Name Email Count of Activities Earliest Activity Created Latest Activity modified |
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Tab 2: Activity Details
Filters
Campus Name of Campus associated with student in Dynamics 365. College Name of college associated with current or prospective student in Dynamics 365 USF Terms This field identifies the academic term/semester associated with a given record. Activity Type Code This field identifies the activities (e.g email phone call, task) associated with a record in Dynamics 365. USF ID This field identifies the student U-number associated with a record in Dynamics 365. Full Name This field identifies the full name of a student record in Dynamics 365. |
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Visualizations:
Table
The table displays the following values for each record:
Activity Type Code USF ID Full Name Email Mailer Title Subject Activity Status Status Reason Created/Send date time Sender To Recipients |
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Report : Dynamics 365-Contacts, Opportunities and Attributes |
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Tab 1: Dynamics 365-Contacts, Opportunities and Attributes
Filters
Campus Name of Campus associated with student in Dynamics 365. College Name of college associated with current or prospective student in Dynamics 365 USF Terms This field identifies the academic term/semester associated with a given record. Attribute Source This field identifies the source of an attribute associated with a given record in Dynamics 365. Attribute Code This field displays the unique identification of a given attribute in Dynamics 365 Attribute Description This field identifies the user friendly name of a given attribute code. USF ID This field identifies the student U-number associated with a record in Dynamics 365. Full Name This field identifies the full name of a student record in Dynamics 365. |
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Visualizations:
Table
The table displays the following values for each record:
USF ID Talisma Contact ID Email Name College Code College Description Major Code Major Description Opportunity id USF Term Attribute Code Attribute Description Attribute Source |
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Report : Dynamics 365-Opportunities and School History |
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Tab 1: Dynamics 365-Opportunities and School History
Filters
Campus Name of Campus associated with student in Dynamics 365. College Name of college associated with current or prospective student in Dynamics 365 USF Terms This field identifies the academic term/semester associated with a given record. School Name This field identifies the high school of a given student record in Dynamics 365 USF ID This field identifies the student U-number associated with a record in Dynamics 365. Full Name This field identifies the full name of a student record in Dynamics 365. | |
Visualizations:
Table
The table displays the following values for each record:
Name USF ID Opportunitiy ID Term School Code School Name Source GPA Graduation Date |
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Report : Dynamics 365-Exception Report- Duplicate Records |
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Dynamics 365-Exception Report- Duplicate Records
Visualizations:
Contacts with USF ID duplicates This bar graph displays the count of USFID duplicates in the Dynamics 365 Admissions platform. Contacts with USF Email duplicates This bar graph displays the count of USF Email duplicates in the Dynamics 365 Admissions platform. Contacts with personal email duplicates This bar graph displays the count of duplicates in the Dynamics 365 Admissions platform based on personal email Contacts with opportunity duplicates This bar graph displays the count of opportunity duplicates in the Dynamics 365 Admissions platform. Contacts with mobile phone duplicates This bar graph displays the count of mobile phone duplicates in the Dynamics 365 Admissions platform. Contacts with home phone duplicates This bar graph displays the count of home phone duplicates in the Dynamics 365 Admissions platform. Contacts with permanent zipcode duplicates This bar graph displays the count of permanent postal code duplicates in the Dynamics 365 Admissions platform. Contacts with mailing zipcode duplicates This bar graph displays the count of mailing address postal code duplicates in the Dynamics 365 Admissions platform. |
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Report : Dynamics 365-Contact details and Opportunities |
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Tab 1: Admissions Funnel
Filters
Campus Name of Campus associated with student in Dynamics 365. College Name of college associated with current or prospective student in Dynamics 365 USF Terms This field identifies the academic term/semester associated with a given record. Territories This field identifies the recruitment territory associated with a record in Dynamics 365. Owner Name This field identifies the recruiter territory associated with a record in Dynamics 365. Student Type This field identifies the classification (Freshman, Transfer or Undefined) associated with a record in Dynamics 365. |
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Visualizations:
Admissions Funnel | |
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A visual representation of the student admission pathway, depicting the admission process from suspect to deposit. Suspect Grouping includes anyone in (Suspect, Prospect, Applicant, Admit, Deposit) | |
Admissions Trend Analysis | |
| This visual displays the various stage counts across 5 years and the corresponding terms | |
Tab 2: Dynamics 365-Contact details and Opportunities
Filters
Campus Name of Campus associated with student in Dynamics 365. College Name of college associated with current or prospective student in Dynamics 365 USF Terms This field identifies the academic term/semester associated with a given record. Territories This field identifies the recruitment territory associated with a record in Dynamics 365. Owner Name This field identifies the recruiter territory associated with a record in Dynamics 365. USF ID This field identifies the student U-number associated with a record in Dynamics 365. Full Name This field identifies the full name of a student record in Dynamics 365. Stage This field identifies the status of a record in Dynamics 365. Student Type This field identifies the classification (Freshman, Transfer or Undefined) associated with a record in Dynamics 365. | |
Visualizations:
Table
The table displays the following values for each record:
USF ID Talisma Contact ID Opportunity id USF Term Name Birthdate Gender Code | White non hispanic Hispanic or Latino American Indian Alaskan Native Asian Black African American Native Hawiian Pacific Islander Citizenship Type Owner Name | Mailing Address-Street1 Mailing Address- Street2 Mailing Address-Street3 Mailing Address- City Mailing Address - County Mailing Address - State Mailing Address-Postal Code Mailing Address - Country | ACT Score SAT Score Major Code Major Description College Code College Name Stage Type Code | Type Description Student Type Created on |
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Admissions Status Cards These cards represents the count of student records for each admission stage/status |
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Report : Dynamics 365-Email Template Analytics |
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Filters
Template Title This displays the title of the email template Template Creator This field displays the full name of the template creator Email Status This field describes the current status of an email or draft activity created by the office of Admissions Owner Name This field identifies the recruiter territory associated with a record in Dynamics 365. Created on The field describes the date that a given template was created. | |
Visualizations
Template Usage Count This horizontal bar graph displays the number of times a given template has been used as a draft or sent email. Template Usage Rate This card visual displays the percent of emails that are templates.. Email Count This card visual displays the total count of emails. Template Count This card visual displays the total count of emails that have templates used in them | |
Table
The table displays the following values for each record:
Owner Subject Sender toRecipients Priority Status Modified on | Attachment Count State Code Created on Template Title Template Creator Template Created on |
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