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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create report for Sale...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Create report for Sale-Manager every week with custom template

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ReportReport
Posted on by Hoang2610 30

Hi everyone,

I want to create report for Sale-manager on Dynamics 365, report design according to the following template:

pastedimage1579653412625v1.png

But, i dont know how to generate excel file or create dashboard for this report on CRM.

I hope everyone can help me.

Many thank!

I have the same question (0)
  • Suggested answer
    ashish12 Profile Picture
    ashish12 3,079 on at

    Hi,

    I would suggest to create a Chart in CRM than SSRS report.

    docs.microsoft.com/.../create-edit-chart

    crmbook.powerobjects.com/.../

    Here are the 2 links to help you how to create a chart in CRM.

    Thanks

  • LuHao Profile Picture
    LuHao 40,892 on at

    Hi partner,

    You could use D365 OOTB report.

    Please refer to docs.microsoft.com/.../create-edit-copy-report-wizard

    crmbook.powerobjects.com/.../

    After running this report, you can save it as Excel.

    pastedimage1579673322877v1.png

  • Hoang2610 Profile Picture
    Hoang2610 30 on at

    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

  • LuHao Profile Picture
    LuHao 40,892 on at

    Hi partner,

    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:

    1. Present your data with OOTB charts, add the charts in the dashboard.
    2. Use reports. It cannot be added to the dashboard, but it is most like a table.
    3. Create SSRS reports. This is not OOTB and cannot be added to the dashboard, but it can present data in tabular form.
  • Hoang2610 Profile Picture
    Hoang2610 30 on at

    Tks Bro

    i think PowerBI which can help me.

  • Suggested answer
    Pawar Pravin Profile Picture
    Pawar Pravin 5,237 on at

    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:

    ledgeviewpartners.com/.../

    www.powerxrm.com/.../

    www.quantacrm.com/.../

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