Managing Sales Data in Dynamics 365 for Sales

Dynamics 365 for Sales    |    Intermediate
  • 9 videos | 52m 56s
  • Earns a Badge
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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 in Dynamics 365 for Sales
    5m 22s
    Microsoft Dynamics 365 dashboards group together record lists, charts, graphs and other data that give you an overview and insights into different performance indicators like your sales pipeline and different sales… FREE ACCESS
  • Playable
    2.  Customizing dashboards in Dynamics 365 for Sales
    6m 50s
    The dashboards area in Microsoft Dynamics gives insights into your sales performance as a whole. Each dashboard layout is made up of charts, graphs, and record lists. You can interact with this data by filtering chart… FREE ACCESS
  • Locked
    3.  Creating a dashboard in Dynamics 365 for Sales
    5m 57s
    You can create your own personal dashboards in Microsoft Dynamics 365 and can choose the layout and specific components you want included in your dashboard. This allows you to handpick what type of data and records you… FREE ACCESS
  • Locked
    4.  Using predefined reports in Dynamics 365 for Sales
    5m 52s
    You can generate reports to analyze your different data in Microsoft Dynamics 365 and choose from a number of different predefined reports. You will see how to access the report option, run a report, and view the results. FREE ACCESS
  • Locked
    5.  Creating custom reports in Dynamics 365 for Sales
    6m 46s
    In Microsoft Dynamics 365, you can create custom reports to analyze and get insights about your different sales data. You can choose the record type and layout of how you want the data to be displayed in the report. You… FREE ACCESS
  • Locked
    6.  Exporting sales data to Excel in Dynamics 365 for Sales
    4m 27s
    You can analyze your data and have backups of your different records in Microsoft Dynamics 365 by exporting them to Excel. You can also edit your records in Excel and then import them back into Dynamics at a later time.… FREE ACCESS
  • Locked
    7.  Using charts in Dynamics 365 for Sales
    6m 49s
    The Charts pane in Microsoft Dynamics 365 allows you to get a visual analysis of your different sales data and is accessible from each record type in the Sales app. You will see how to view charts, filter a chart view,… FREE ACCESS
  • Locked
    8.  Creating charts in Dynamics 365 for Sales
    5m 6s
    In Microsoft Dynamics 365, you can create your own charts and define what data you want to be displayed. In the Chart Designer, you can choose the data that appears on the X and Y axes, can define the chart type and even… FREE ACCESS
  • Locked
    9.  Importing data into Dynamics 365 for Sales
    5m 47s
    You can import different files into Microsoft Dynamics 365 in order to keep track of all of your sales and customer information and have it all accessible from one place. You can import information regarding accounts,… FREE ACCESS

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