Access comprehensive and standardized Sales product use insights quickly, easily

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Jun 15, 2022 - Jan 31, 2023

Business value

Sales managers and administrators can gain insights on the usage of the sales records and compare the usage across various parameters, such as business units, roles, and timeframe.

Feature details

The standardized reports show an overview on the usage of sales records. The administrator or sales manager can analyze the CRUD (create, read, update, delete) operations performed by the respective users. The CRUD operations analysis can be done on all the COLA (contact, opportunity, lead, and account) entities. They can also drill down into the data based on parameters, such as time range, territory, and user. These reports highlight the top performing users of the CRUD operations.

Account usage reporting

See also

Optimize Dynamics 365 Sales product usage with new reports (blog)

View and understand sales usage reports (docs)