Microsoft dynamics 365 for sales
![microsoft dynamics 365 for sales microsoft dynamics 365 for sales](https://jealouscomputers.com/wp-content/uploads/2019/12/Dynamics-365-for-Sales.png)
As part of you prep for the MB 210 I encourage you to run multiple actual reports! You should become familiar with what reports are available, how they can be run and what export options exist.Seamless integration with Microsoft applicationsĭynamics 365 for Sales easily integrates with tools like Microsoft Word, Excel and Office Outlook. Hopefully this post has given you an insight into the out of the box reports available in Dynamics 365.
![microsoft dynamics 365 for sales microsoft dynamics 365 for sales](https://voxism.com/wp-content/uploads/2018/06/Dashboard.png)
I am assuming the creation of custom reports will not be covered in the MB 210 exam! I believe it should be enough just to know that creating custom reports is available. In addition to the out of the box reports, users can create additional reports using the report wizard or developers can create reports tailored exactly to the company’s requirements. (I will cover these concepts in a future post.) It is also possible to generate quotes, orders and invoices using Word Templates. Included out of the box are standard report formats for quotes, orders and invoices.
![microsoft dynamics 365 for sales microsoft dynamics 365 for sales](https://www.mercuriusit.com/wp-content/uploads/Sales-Insights-Lead-Scoring.png)
Running reports directly for a single entity might be useful for transaction style reports. Notice that the report is for an account but related records such as opportunities and cases can be included in the reports. In this instance the report will run on just the account I have open.īelow I have shown an example account overview report, run directly from my account record. But when you select multiple accounts a page per account would be created.īelow you can see that I can open an entity form and access the report option directly on the form. You can run the account overview report for just one account or multiple ones. Other reports, such as the account overview might be based on single records. The sales pipeline report in my first example gave an aggregated report based on all selected opportunities. Whilst an individual sales person will remain limited to just their own opportunities / accounts.Īdditionally the ability for users to run and create reports can also be controlled from security role settings.Īnother approach to running reports is to run them for a single record. A sales manager (for example) might be able to report on his team. You should remember that when running reports, the Dynamics 365 security model will still apply, each report will only ever contain data that can be accessed using your role. Reported can also be exported as XML files, CSV files, PDF, MTHML, Excel, Tiff or Word. Tip: Weighted revenue is calculated as a percentage of estimated revenue using the probability percentage. Once the report is displayed you can further filter and group the data.įor example, with the sales pipeline report I can filter by sales process, group by date, rating, sales stage (etc) and opt to display estimated revenue or weighted revenue. All records on all pages in the current viewĬlicking run report will then generate a report and display the results.Having selected a report you will be offered several options to run the report using differing selections of records. Below you can see I have navigated to opportunities and from an opportunities view I can use the “Run Report” option to see all available reports. Reports are typically run on either one or multiple records. But you might also find it useful to edit and create reports as part of your exam preparation. In this post I will focus on the out of the box sales reports. Typically we would select reports in the “reports” option shown above to be able to edit their format. View products that are used by a contact. View products that are used by an account. Identify leads that have not been contacted.
![microsoft dynamics 365 for sales microsoft dynamics 365 for sales](https://www.discovercrm.com/pictures/547/show/800x500/Microsoft+Dynamics+365+for+Sales+Software+Screenshot+3.jpg)
Identify accounts that have not been contacted recently. View a chronological summary of an account.Ĭompare how your sales team performs against competitors. Identify patterns in top revenue-generating accounts.