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Posted on by MI-18061657-0

2

It easily to get all sales reports on app?

Same customer statements, point of sale, sales routes, target monthly achievement, bad debts,

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Leads or Opportunities

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Daivat 582 on at

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Sales reports

Hello MI-18061657-0,

Dynamics 365 Sales offers standardized reports that would allow sales managers and admin users to understand the use of the sales application. The reports would also help them gauge the performance of teams and individuals using the application. The filtering parameters would help them with different perspectives about the performance and usage of a sales record.

View operational metrics and KPIs in Sales usage reports | Microsoft Learn

Sales reports in Dynamics 365 Customer Engagement (on-premises) | Microsoft Learn

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

Best Regards,
Daivat Vartak
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Dengliang Li Microsoft Employee on at

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Sales reports

Hi,

You can add the Report entity in the app, which contains all the Reports in the organization.
You can run a report by selecting it and clicking the /Run Report/ button in the command bar.

Best Regards,
Dengliang Li

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