web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Analytics and reporting
Customer experience | Sales, Customer Insights,...
Suggested Answer

Analytics and reporting

(0) ShareShare
ReportReport
Posted on by Shawnsauve 1,100

What types of analytics and reporting capabilities are available in Dynamics 365 Sales, and how can they be leveraged to gain insights into sales performance?

I have the same question (0)
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at

    Hi Shawn,

    1.You can enable Sales usage reports, which provide a historical view of operational metrics and key performance indicators in Dynamics 365 Sales.

    This helps sales managers to view and analyze their team's operational metrics such as opportunities and leads usage, and make decisions that improve sales performance.

    https://learn.microsoft.com/en-us/dynamics365/sales/enable-sales-usage-reports 

    2.Also, you can use Power BI template apps with Dynamics 365 Sales provides a convenient, powerful, and quick way to access and analyze your sales data.

    https://learn.microsoft.com/en-us/dynamics365/sales/introduction-sales-template-apps 

    The following Power BI template apps are now available to analyze your sales data on Dynamics 365 Sales:

    You can connect to and analyze your Dynamics 365 Sales data by using these Power BI template apps.

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 85 Super User 2026 Season 1

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 69 Most Valuable Professional

#3
11manish Profile Picture

11manish 64

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans