Data Analysis Methods in Microsoft Dynamics 365/CRM: When and When Not to Use Them

Reports offer Microsoft Dynamics 365/CRM USers a way to take data in CRM and slice and dice it within their CRM environment.

In a recent Ledgeview Partners Microsoft Dynamics 365/CRM User Group webinar, we covered this specific data analysis method, but since this is just one data analysis method in Microsoft Dynamics 365/CRM, we value the opportunity to go over the various types that exist and when and when not to use them.

This blog post will help give you the clarity you need when it comes to data analysis methods in Microsoft Dynamics 365/CRM.

There’s a lot of data out there in your CRM system, and many ways to analyze it. Believe us – we know! It can be overwhelming, but when you are aware of the different methods and when and when not to use them, things become smoother.

This chart will help you keep things straight when it comes to data analysis within your Microsoft Dynamics 365/CRM system.

Do you need more support with your Microsoft Dynamics 365/CRM system? Contact Ledgeview’s CRM Support team. We are here to help provide the guidance you need to thrive from ongoing training, support, and customization. Keep your CRM system, education, and awareness current with Ledgeview.

Learn more about Reports and various Data Analysis methods when you watch Ledgeview’s Microsoft Dynamics 365/CRM User Group Webinar on Reports.

Watch it anytime on-demand here.