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I want to create report for Sale-manager on Dynamics 365, report design according to the following template:
But, i dont know how to generate excel file or create dashboard for this report on CRM.
I hope everyone can help me.
I would suggest to create a Chart in CRM than SSRS report.
Here are the 2 links to help you how to create a chart in CRM.
You could use D365 OOTB report.
Please refer to docs.microsoft.com/.../create-edit-copy-report-wizard
After running this report, you can save it as Excel.
Thank you for your answer!
But i want to create summary report with multi statistic data which display on same sale-manager dashboard or download file
Unfortunately, it is impossible to display data in D365 exactly as your image does. D365 does not have an OOTB table feature.
There are several ideas:
i think PowerBI which can help me.
You can create SSRS report and with the help of iframe you can show that report on dashboard as well.
Please refer below url's for your reference:
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