Managing Sales Data

Dynamics 365 for Sales    |    Intermediate
  • 9 Videos | 52m 56s
  • Earns a Badge
Likes 24 Likes 24
Properly managing sales data is vital to making a profit. Discover how to use Dynamics 365 Sales to generate and customize reports, create charts, and import and export sales data. Start by letting the dashboard organize your sales data, graphs, charts, and record lists. Next, learn how to track sales performance indicators, the sales pipeline, and sales activity metrics. This will propel you towards customizing your own dashboard with a chosen layout, desired components, and data. Other topics include how to apply filters to charts, using the Report Wizard to generate predefined and custom reports, and exporting and analyzing your data in Excel. You will learn how to use the Chart Pane and the Chart Designer to convert your data into a chart, filter it, and export it. Conclude by runing the Data Import Wizard to see imported data and create an import template.

WHAT YOU WILL LEARN

  • use Microsoft Dynamics 365 dashboards
    customize Microsoft Dynamics 365 dashboards
    create a Microsoft Dynamics 365 dashboard
    use predefined reports in Microsoft Dynamics 365
    create custom reports in Microsoft Dynamics 365
  • export sales data to Excel from Microsoft Dynamics 365
    use charts in Microsoft Dynamics 365
    create charts in Microsoft Dynamics 365
    import data into Dynamics 365

IN THIS COURSE

  • Playable
    1. 
    Using dashboards
    5m 22s
    UP NEXT
  • Playable
    2. 
    Customizing dashboards
    6m 50s
  • Locked
    3. 
    Creating a dashboard
    5m 57s
  • Locked
    4. 
    Using predefined reports
    5m 52s
  • Locked
    5. 
    Creating custom reports
    6m 46s
  • Locked
    6. 
    Exporting sales data to Excel
    4m 27s
  • Locked
    7. 
    Using charts
    6m 49s
  • Locked
    8. 
    Creating charts
    5m 6s
  • Locked
    9. 
    Importing data into Dynamics 365
    5m 47s

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