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,... / Sales reports
Customer experience | Sales, Customer Insights,...
Answered

Sales reports

(1) ShareShare
ReportReport
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,  
I have the same question (0)
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    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
     
  • Verified answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 7,841 Moderator on at
    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.
     
     
     
    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

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 March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 179 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 131

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans