{"id":1051,"date":"2026-06-26T11:39:23","date_gmt":"2026-06-26T15:39:23","guid":{"rendered":"https:\/\/advisoronedev.wpenginepowered.com\/2026\/06\/26\/real-time-clarity-replacing-desktop-spreadsheets-with-custom-dynamics-365-dashboards\/"},"modified":"2026-08-01T13:06:52","modified_gmt":"2026-08-01T17:06:52","slug":"clarte-en-temps-reel-remplacer-les-feuilles-de-calcul-de-bureau-par-des-tableaux-de-bord-dynamics-365-personnalises","status":"publish","type":"post","link":"https:\/\/advisorone.net\/fr\/2026\/06\/26\/clarte-en-temps-reel-remplacer-les-feuilles-de-calcul-de-bureau-par-des-tableaux-de-bord-dynamics-365-personnalises\/","title":{"rendered":"Clart\u00e9 en temps r\u00e9el\u00a0: remplacer les feuilles de calcul de bureau par des tableaux de bord Dynamics 365 personnalis\u00e9s"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Soyons honn\u00eates&nbsp;: quelle proportion des donn\u00e9es op\u00e9rationnelles de votre cabinet de conseil est actuellement prisonni\u00e8re de feuilles de calcul Excel statiques, stock\u00e9es sur les ordinateurs de chaque membre de l\u2019\u00e9quipe&nbsp;?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Vos analystes utilisent une feuille Excel pour suivre l\u2019allocation des portefeuilles mod\u00e8les. Vos assistants ont une feuille qui r\u00e9pertorie les transferts de comptes en attente et les documents relatifs aux d\u00e9positaires. Quant \u00e0 vous, le conseiller principal, vous utilisez une feuille s\u00e9par\u00e9e pour tenter de pr\u00e9voir votre portefeuille de clients et vos objectifs de revenus.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lorsque des donn\u00e9es sont stock\u00e9es sur une feuille de calcul, elles sont obsol\u00e8tes d\u00e8s leur enregistrement. Pour g\u00e9rer un cabinet prosp\u00e8re pendant plus de dix ans, vous avez besoin d\u2019une visibilit\u00e9 op\u00e9rationnelle en temps r\u00e9el.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>La puissance du tableau de bord en temps r\u00e9el<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Microsoft Dynamics 365 \u00e9limine compl\u00e8tement le \u00ab jonglage de feuilles de calcul \u00bb en regroupant toutes les activit\u00e9s de l&rsquo;entreprise dans des tableaux de bord dynamiques et personnalis\u00e9s, adapt\u00e9s aux r\u00f4les sp\u00e9cifiques au sein de votre entreprise\u00a0:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Pour le conseiller principal\u00a0: Tableau de bord de croissance<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Obtenez instantan\u00e9ment une vue d&rsquo;ensemble de la sant\u00e9 financi\u00e8re de votre entreprise. Suivez l&rsquo;encours total des actifs sous gestion, surveillez les nouvelles affaires en cours de finalisation, consultez les donn\u00e9es de fid\u00e9lisation client et identifiez pr\u00e9cis\u00e9ment vos meilleures opportunit\u00e9s de revenus, le tout mis \u00e0 jour en temps r\u00e9el.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Pour l&rsquo;assistant\u00a0: Tableau de bord du pipeline op\u00e9rationnel<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Au lieu de deviner quels formulaires de d\u00e9p\u00f4t sont bloqu\u00e9s, les assistants peuvent consulter un tableau de bord centralis\u00e9 qui suit chaque dossier d&rsquo;int\u00e9gration, le statut DocuSign et les transferts en attente. Si une t\u00e2che rencontre un goulot d&rsquo;\u00e9tranglement, elle est automatiquement signal\u00e9e en rouge.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Pour l&rsquo;analyste\u00a0: Vue du portefeuille et des t\u00e2ches<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Les analystes peuvent se connecter et consulter imm\u00e9diatement leurs r\u00e9\u00e9quilibrages de portefeuille en attente, leurs calendriers d&rsquo;examen actifs et l&rsquo;historique des interactions avec les clients, ce qui leur permet de pr\u00e9parer des documents d&rsquo;examen complets sans avoir \u00e0 fouiller dans d&rsquo;anciens fichiers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510<br>\u2502 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 Moteur de donn\u00e9es Unified Dynamics 365 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u2502<br>\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524<br>\u2502 Avis du conseiller\u00a0 \u00a0 \u00a0 \u2502 Vue assistant\u00a0 \u00a0 \u2502 Point de vue de l&rsquo;analyste \u00a0 \u2502<br>\u2502 \u2022 Pipeline d&rsquo;actifs sous gestion\u00a0 \u00a0 \u2502 \u2022 Documents administratifs de l&rsquo;ONG\u00a0 \u2502 \u2022 Pr\u00e9paration \u00e0 la r\u00e9vision\u00a0 \u2502<br>\u2502 \u2022 Objectifs de revenus \u2502 \u2022 \u00c9tat du compte\u00a0 \u2502 \u2022 Allocations\u00a0 \u2502<br>\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518<br><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Le hic\u00a0: le construire soi-m\u00eame ou AdvisorOne\u00a0?<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Dynamics 365 standard vous offre la plateforme n\u00e9cessaire pour cr\u00e9er ces tableaux de bord, mais la configuration pr\u00e9cise des indicateurs cl\u00e9s pertinents pour les conseillers financiers (tels que les regroupements de m\u00e9nages, les classes d&rsquo;actifs et les indicateurs de niveau de patrimoine) exige un d\u00e9veloppement personnalis\u00e9 important.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Avec AdvisorOne, ces r\u00f4les et tableaux de bord sont d\u00e9j\u00e0 pr\u00eats \u00e0 l&#8217;emploi. Nous avons con\u00e7u des interfaces sur mesure pour les conseillers, les assistants et les analystes, bas\u00e9es sur les meilleures pratiques du secteur. Vous obtenez instantan\u00e9ment une vue d&rsquo;ensemble compl\u00e8te et en temps r\u00e9el de votre activit\u00e9.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Soyons honn\u00eates\u00a0: quelle proportion des donn\u00e9es op\u00e9rationnelles de votre cabinet de conseil est actuellement prisonni\u00e8re de feuilles de calcul Excel statiques, stock\u00e9es sur les ordinateurs de chaque membre de l\u2019\u00e9quipe\u00a0?<\/p>\n<p>Vos analystes utilisent une feuille Excel pour suivre l\u2019allocation des portefeuilles mod\u00e8les.<\/p>\n","protected":false},"author":4,"featured_media":1052,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[],"class_list":["post-1051","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-non-classe"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Clart\u00e9 en temps r\u00e9el\u00a0: remplacer les feuilles de calcul de bureau par des tableaux de bord Dynamics 365 personnalis\u00e9s - AdvisorOne<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisorone.net\/fr\/2026\/06\/26\/clarte-en-temps-reel-remplacer-les-feuilles-de-calcul-de-bureau-par-des-tableaux-de-bord-dynamics-365-personnalises\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clart\u00e9 en temps r\u00e9el\u00a0: remplacer les feuilles de calcul de bureau par des tableaux de bord Dynamics 365 personnalis\u00e9s - AdvisorOne\" \/>\n<meta property=\"og:description\" content=\"Soyons honn\u00eates\u00a0: quelle proportion des donn\u00e9es op\u00e9rationnelles de votre cabinet de conseil est actuellement prisonni\u00e8re de feuilles de calcul Excel statiques, stock\u00e9es sur les ordinateurs de chaque membre de l\u2019\u00e9quipe\u00a0? Vos analystes utilisent une feuille Excel pour suivre l\u2019allocation des portefeuilles mod\u00e8les.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/advisorone.net\/fr\/2026\/06\/26\/clarte-en-temps-reel-remplacer-les-feuilles-de-calcul-de-bureau-par-des-tableaux-de-bord-dynamics-365-personnalises\/\" \/>\n<meta property=\"og:site_name\" content=\"AdvisorOne\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/p\/All-In-One-CRM-Software-61572808387230\/\" \/>\n<meta property=\"article:published_time\" content=\"2026-06-26T15:39:23+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-08-01T17:06:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/advisorone.net\/wp-content\/uploads\/2026\/05\/4089655d13374dbf28a36083bb882b293bcfb41a.png\" \/>\n\t<meta property=\"og:image:width\" content=\"900\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Lucille Dana\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Lucille Dana\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/advisorone.net\\\/fr\\\/2026\\\/06\\\/26\\\/clarte-en-temps-reel-remplacer-les-feuilles-de-calcul-de-bureau-par-des-tableaux-de-bord-dynamics-365-personnalises\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/advisorone.net\\\/fr\\\/2026\\\/06\\\/26\\\/clarte-en-temps-reel-remplacer-les-feuilles-de-calcul-de-bureau-par-des-tableaux-de-bord-dynamics-365-personnalises\\\/\"},\"author\":{\"name\":\"Lucille Dana\",\"@id\":\"https:\\\/\\\/advisorone.net\\\/fr\\\/#\\\/schema\\\/person\\\/9eaae54470d01da2249cb4117f34e636\"},\"headline\":\"Clart\u00e9 en temps r\u00e9el\u00a0: remplacer les feuilles de calcul de bureau par des tableaux de bord Dynamics 365 personnalis\u00e9s\",\"datePublished\":\"2026-06-26T15:39:23+00:00\",\"dateModified\":\"2026-08-01T17:06:52+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/advisorone.net\\\/fr\\\/2026\\\/06\\\/26\\\/clarte-en-temps-reel-remplacer-les-feuilles-de-calcul-de-bureau-par-des-tableaux-de-bord-dynamics-365-personnalises\\\/\"},\"wordCount\":560,\"publisher\":{\"@id\":\"https:\\\/\\\/advisorone.net\\\/fr\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/advisorone.net\\\/fr\\\/2026\\\/06\\\/26\\\/clarte-en-temps-reel-remplacer-les-feuilles-de-calcul-de-bureau-par-des-tableaux-de-bord-dynamics-365-personnalises\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/advisorone.net\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/4089655d13374dbf28a36083bb882b293bcfb41a.png\",\"inLanguage\":\"fr-FR\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/advisorone.net\\\/fr\\\/2026\\\/06\\\/26\\\/clarte-en-temps-reel-remplacer-les-feuilles-de-calcul-de-bureau-par-des-tableaux-de-bord-dynamics-365-personnalises\\\/\",\"url\":\"https:\\\/\\\/advisorone.net\\\/fr\\\/2026\\\/06\\\/26\\\/clarte-en-temps-reel-remplacer-les-feuilles-de-calcul-de-bureau-par-des-tableaux-de-bord-dynamics-365-personnalises\\\/\",\"name\":\"Clart\u00e9 en temps r\u00e9el\u00a0: remplacer les feuilles de calcul de bureau par des tableaux de bord Dynamics 365 personnalis\u00e9s - 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