The Essential Guide to Analytics in Dynamics 365
Microsoft Dynamics 365 has many tools that allow you to track and analyze your data so you can draw insights into the success of your business processes. Customizing the analysis tools to fit your organization will provide you valuable insight into your data and allow you to make decisions based on past performance.
In this chapter, we’ll explore the following tools for analytics in Microsoft Dynamics 365:
- Advanced Find as a Reporting Tool
- Goal Management
- Microsoft Dynamics CRM Report Wizard
Tip! Understanding basic searching and navigation in Dynamics CRM may help you locate and analyze the data you need without additional tools. For instance, filtering records and using advanced find may be all you need. Check out Reporting for Dynamics 365 and Power BI for Dynamics 365 to get the best analytics insights.