As the saying goes, “if it’s not measured, it doesn’t exist”

Microsoft Dynamics 365 CRM offers a robust reporting solution that allows non IT resources to create reports and analytics for use in running your day to day line of business.

Whether you are in sales, marketing, customer service or operation, we encourage you to join this webinar to get an introduction in how to leverage and use the reporting tool suite within Microsoft Dynamics 365 CRM.

In this recorded webinar we’ll go over the basics of creating and editing reports in MS Dynamics, including:

  • Creating a custom source view
  • Understanding report types
  • Using search criteria
  • Formatting your reports