Analyze Dynamics 365 sales data

Intermediate
Functional Consultant
Dynamics 365
Sales
Customer Engagement

Microsoft Dynamics 365 provides multiple analytical options to help organizations drive business decisions that are based on past sales numbers and trends. For example, organizations can define custom views that show specific types of data, use charts to drill into additional details about different sales-related records, or even analyze data by using external tools like Microsoft Excel and Microsoft Power BI. Sales staff should know how to extract the data that they need, and how to present it inside Dynamics 365 in a way that lets them use the information to drive sales-related actions.

In this module, you will:

  • Review analytical options
  • Describe searching tools
  • Utilize Power BI to view data
  • Analyze data

Prerequisites

The target audience should have a basic understanding of how to move around in the Dynamics 365 application. Familiarity with creating and managing cases, or creating and managing leads and opportunities, is also helpful.