Dynamics 365 Reporting Options

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This video covers 3 common reporting options for Dynamics 365 / Model Driven Power Apps. You will learn how to use Excel integration, out of the box Dynamics 365 Dashboards, including the new Deal Manager, and when to use Power BI. You will also learn about the new Power BI Quick Report Feature which allows you to generate a Power BI Report from a view with a single click.
0:00 - Dynamics 365 Reporting Options
1:18 - Dynamics 365 and Excel Integration
4:00 - Dynamics 365 Dashboards
6:40 - Dynamics 365 Sales Deal Manager
9:34 - Dynamics 365 and Power BI Quick Report
10:22 - Power BI Quick
12:26 - Wrap Up
12:43 - How to enable Power BI Quick Report in Dynamics 365
13:52 - How to enable Dynamics 365 Deal Manager
You can also use SSRS reports with Dynamics 365, which are not covered in this video. Check out this course by Megan V. Walker to learn more meganvwalker.com/ssrs-reports...

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Опубликовано:

23 июл 2024

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Комментарии : 26

@tmmerlo Год назад

Nice tutorial. You really do a good job highlighting the useful features.

@LisaCrosbie Год назад

thanks Tony

@pxst88 Год назад

Great videos! Really helpful

@sonalbannagare8701 2 года назад

Hi Lisa, We want to build reports on single work order in model driven powerapps for field service. We have tried adding but it was not opening on mobile as it is not supported by Microsoft yet. Can you pls guide us through this?

@vanessastrickland2156 Год назад

Lisa can customers and companies update their own customer records?

@vortex9823 Год назад

Lisa can a customer update their own customer records?

@user-rz1lk6ex8d 4 месяца назад

Hi Lisa , I am new to dynamic and I want to learn the finance / projects , which is the best option. Thanks

@Karan_79 6 месяцев назад

Great stuff, Lisa! I've recently watched a lot of your videos on CRM and love how you demonstrate the most important features in the most time efficient manner. Look forward to your upcoming content! One aspect I'd love to understand is how to set up the initial CRM software configuration (let's say if a company decides to change their CRM software, or if a company acquires another one and wishes to get their CRMs integrated. how is the data migration handled, what's the best way to unify sales process flows, and any other key considerations). Let me know if you already have some relevant content on this. Again, amazing work and look forward to more 😀

@LisaCrosbie 6 месяцев назад

Thanks so much. This is the only video I've done so far on Dynamics 365 Sales configuration, which covers the basic concepts as a starting point. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-CrlxnlxVjJM.html - generally organisations that need a lot of configuration or merging CRM systems including data migration would engage a consultant or partner

@Karan_79 6 месяцев назад

@@LisaCrosbie thanks so much! I'll check out this link and yes, makes perfect sense to get external help.

@user-dg3gp4ku1q 6 месяцев назад

you are so great

@LisaCrosbie 6 месяцев назад

Thanks ☺️

@gabrielgarza9724 9 месяцев назад

Hi Lisa, great tutorial! I have a small business and I have a sales team with a sales manager. How can myself and my sales mamager see reports on the team, and on individual salesmen? We can only seem to see dashboards for our individual accounts o general/global company data but not finding the teams and reports on their individual work. Where can we see this? Thank you very much in advance

@LisaCrosbie 9 месяцев назад

Every record in the system (accounts, opportunities etc) has an owner, so you can filter views and reports by that owner column. Every view has "visualise in Power BI" on the toolbar, so that's worth exploring too. Otherwise you can build your own charts and dashboards that show things like - open opportunities by owner.

@stephengerrard8767 Месяц назад

Hi Lisa, if I am using Dynamics 365 to manage multiple cases, would it be possible to produce a report on the timeline that said something like: 'Show me all of the engagements with Company X across all cases'?

@LisaCrosbie Месяц назад

If the cases are connected to the company as the customer then yes I’d first have a look at the new copilot timeline summary to see how close that gets you.

@pascalk9250 6 месяцев назад

Great Video! :) At @5:19 you show the stream view, where all your tasks/appointments etc. are displayed. Can you customize the preview for this? In your case, the subject, contact person and date are currently displayed. Unfortunately, I can't find the option where I can customize this view when I edit my solution in PowerApps.

@LisaCrosbie 6 месяцев назад

It's called a "Card Form", you'll find it in the Forms section of your table. Here's the documentation learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/create-card-forms

@pascalk9250 5 месяцев назад

Thank you so much! @@LisaCrosbie

@hometycoon1 7 месяцев назад

Great Tutorial. I don't see the Excel export or import or powerBI dropdowns in my top bar. How are these added in please?

@LisaCrosbie 7 месяцев назад

Those are out of the box, if you can't see them you may have them restricted by your administrator - talk to them about your permissions

@mardithpascua8112 9 месяцев назад

Hello Lisa, how does Embedded Power BI works if the Solution will be deployed to PROD environment?

@LisaCrosbie 9 месяцев назад

Laura GB and Scott Sewell have done some great content on that here hatfullofdata.blog/power-platform-solution-and-power-bi-part-1/

@chrisslater9439 2 года назад

HI Lisa, hope this finds you well. Thank you for the video. I am trying to build a sales pipeline report in MSD, looking for some guidance to be honest! Is there a way I can contact you directly? Best wishes

@LisaCrosbie 2 года назад

Hi Chris, I don’t do private consulting but happy for you to message me via Twitter or LinkedIn (links in the about session here) if you have a more detailed question.

@chrisslater9439 2 года назад

@@LisaCrosbie Thank you, will do!