Microsoft Dynamics 365: Managing Sales Data


Overview/Description
Expected Duration
Lesson Objectives
Course Number
Expertise Level



Overview/Description
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.

Expected Duration (hours)
0.9

Lesson Objectives

Microsoft Dynamics 365: Managing Sales Data

  • 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
  • Course Number:
    ds_dy365s18_04_enus

    Expertise Level
    Intermediate