Exercise - Analyze data

  • 20 minutes

Microsoft Dynamics 365 Sales offers multiple options for finding, viewing, and analyzing data.

Learning objectives

At the end of these exercises, you'll be able to perform the following tasks:

  • Export Dynamics 365 data and analyze it by using Microsoft Excel.

  • Create a personal dashboard.

Use Dynamics 365 together with Microsoft 365

Many of the people on your sales team are power users of Excel. They like to be able to work with Dynamics 365 data in Excel. Several of them have commented that it can be a little cumbersome to export data to Excel, edit it, and then import it back into Dynamics 365. They're looking for an easier way to work with Dynamics 365 data in Excel.

Create an Excel template that other users can use from within Dynamics 365

  1. In the Dynamics 365 Sales Hub app, use the navigation on the left to select Opportunities.

  2. On the command bar, select Excel Templates. From the menu that appears, select Download Template.

  3. In the dialog box, set the following values:

    • Filter by entity: Opportunity.

    • Use saved view: Open Opportunities.

  4. Select the Download button.

  5. Open the Open Opportunities template that you downloaded.

  6. Select Enable Editing.

  7. Drag to select the entire table.

  8. On the Insert tab, select PivotTable.

  9. In the Create PivotTable dialog box, set the following values:

    • Table/Range: Enter Table 1.

    • New Worksheet: Make sure that this option is selected.

  10. Select OK.

  11. In the PivotTable Fields pane, set the following values:

    • Values: Add the Sum of Est. Revenue field.

    • Rows: Add the Rating field.

  12. In Excel, select File > Save As.

  13. Save the file to your Desktop with the name Open Opps with PivotTable – Your Initials.

  14. Close Excel.

  15. Switch back to Dynamics 365 Sales hub.

  16. On the command bar, select Excel Templates, then on the menu that appears, select Upload Template.

  17. Select the file that you changed in Excel and select Upload.

  18. If necessary, use the navigation on the left to go to Opportunities.

  19. On the command bar, select Excel Templates. On the menu that appears, select the Open Opps with PivotTable – DB template, and then select Open in Excel Online.

  20. Select Return to Dynamics 365 to close the template.

Create and share a dashboard

Scenario

The sales manager for Contoso wants to create a global sales dashboard for their team to use. This dashboard should have a custom view for opportunities and a chart that shows the sales opportunities in a graphical format.

High-level steps

  • Create a dashboard that includes a chart.

Detailed steps

Create a dashboard that includes a chart.

  1. In Dynamics 365 Sales Hub, use the left navigation to select Dashboards.

  2. On the command bar, select + New and Dynamics 365 Dashboard.

  3. In the Choose Layout dialog box, select the 3-Column Focused Dashboard layout, and then select Create.

  4. In the New Dashboard window that appears, in the Name field, enter Sales Management Dashboard, and then select Save.

  5. In the dashboard designer, select the left section, and then select the Insert Chart button.

  6. In the Add Component dialog box, set the following values for the new chart component:

    • Record Type: Opportunity.

    • View: My Open Opportunities.

    • Chart: Opportunities by Rating.

  7. Select Add.

  8. In the dashboard designer, select the upper-middle section, and then select the Insert List button.

  9. In the Add Component dialog box, set the following values for the new list component:

    • Record Type: Opportunities.

    • View: My Open Opportunities.

  10. Select Add.

  11. In the dashboard designer, select the lower-middle section, and then select the Insert Chart button.

  12. In the Add Component dialog box, set the following values for the new chart component:

    • Record Type: Opportunities.

    • View: My Open Opportunities.

    • Chart: Sales Pipeline.

  13. Select Add.

  14. In the dashboard designer, select the upper-right section, and then select the Insert IFrame button.

  15. In the Add an IFRAME dialog box, set the following values:

    • URL: Enter https://www.bing.com.

    • Label: Change the value to Bing Website.

    • Display label on the Dashboard: Select the check box.

  16. Select OK to close the dialog box.

  17. In the dashboard designer, select the lower-right section, and press the Delete key on your keyboard.

  18. Select the Bing Website iFrame component that you added earlier.

  19. On the command bar, select the ellipsis button (...), then select Increase Height. Repeat this step until the iFrame component fills the remaining empty space on the right side of the dashboard.

  20. On the command bar, select Save and then Close to view the results.