Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / MS Dynamics Analytics ...
Microsoft Dynamics CRM (Archived)

MS Dynamics Analytics Tool/Connector

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hello All, I'm new to the community. Our company are looking for a MS Dynamics analytical tool/connector that can help analyze historical data info. For example, pipeline movements in the past 30 or 60 days -  what opportunities have changes sales stages and drilldowns such as specific opportunities, what's our pipeline increase in terms of open opportunities in certain period of time, etc. This is currently being done manually by pulling data out of CRM into Excel and performing vlookups. If any one know or carry tool like this, we are greatly interested! Thanks.

*This post is locked for comments

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,050 on at
    RE: MS Dynamics Analytics Tool/Connector

    There are few options, please see the following

    01. First of all Dynamics 365 has Out of the box Sales Dashboards both classic and modern interactive hub dashbords that give reasonably good pipeline report for salesperson or manager or higher up.

    02. Power BI is the best option if you are looking into Advanced Analytical tools with KPIs, drill downs and many more features.

    gestisoft.com/.../how-to-create-a-top-sales-dashboard-in-microsoft-dynamics-365

    docs.microsoft.com/.../use-power-bi

    03. As a recent addition to this, you could now also use AI for Dynamics 365 Sales - It uses machine learing on CRM Sales data and provides really good insights and forcasts

    dynamics.microsoft.com/.../sales

    Hope this helps

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: MS Dynamics Analytics Tool/Connector

    <p>If you are looking to enhance your knowledge in Vlookup or in data analytics then you can join <a href="www.cetpainfotech.com/.../advance-excel-training&quot; target="_blank">advance excel training course in Noida</a></p>

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,458 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans