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ReportI am 100% new to using Microsoft Dynamics CRM.
Needless to say prior to the conversion, I was a power Salesforce.Com user. TO that end, I am trying to build some reporting that does the following:
1. Pipeline History -- basically let me see what the pipeline was (or a specific deal was) on a given date. I would like to say -- x opportunities were scheduled to close in June on June 1st and here is where they are today...
2. Opportunity Change Reporting -- would like to have a report created that shows me on a weekly basis deals that move stage, have close dates slip, or have material value changes
Can anybody help me with this?
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