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Sales and marketing report and inquires in Microsoft Dynamics 365 Finance and Operations apps

Rahul Mohta Profile Picture Rahul Mohta 21,026

Sales and marketing report and inquires in Microsoft Dynamics 365 Finance and Operations apps

1 Sales and Marketing -inquiries and reports - Sales order reports-Sales order lines Good for getting insight into Sales order lines and applying combination of filters
Apply filers in grid or advanced filter and then export to Excel


2 Sales and Marketing -Sales orders - All Sales orders use filters to find accurate information

3 Sales and Marketing -inquiries and reports - Sales statistics - Sales analysis by invoice Good for getting sales billing information by customer and their invoices and date wise
and revenue and margin by customer

4 Sales and Marketing -inquiries and reports - Customer statistics - Customer/item statistics 5 Sales and Marketing -inquiries and reports - Sales statistics - Sales item group statistics Enable details to show item number and get item group wise an item wise sales qty and sales amount

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