Analyze Dynamics 365 sales data

Business User
Functional Consultant
Dynamics 365

Microsoft Dynamics 365 has multiple analytical options to help organizations drive business decisions that are based on past sales numbers and trends. For example, organizations can define custom views that show specific types of data, use charts to drill into more details about different sales-related records, or even analyze data by using external tools like Microsoft Excel and Microsoft Power BI.

Learning objectives

In this module, you will:

  • Review analytical options
  • Describe searching tools
  • Utilize Power BI to view data
  • Analyze data


Basic understanding of navigation in the Dynamics 365 application. Familiarity with creating and managing cases, or creating and managing leads and opportunities, is also helpful.