Analyze Dynamics 365 Customer Service with reports and dashboards
Intermediate
Business User
Functional Consultant
Dynamics 365
Customer Service
Give service teams and managers the right view of performance. Configure visualizations and analytics access, interpret trends and key performance indicators, and use Customer Service data to identify workload, quality, and service improvement opportunities.
Learning objectives
This module explains how to:
- Analyze Customer Service data with views and charts.
- Create system and personal dashboards for different audiences.
- Configure access to Customer Service historical analytics.
- Interpret historical reports and their key performance indicators.
- Create quick Power BI visualizations from Customer Service views.
Prerequisites
Familiarity with Dynamics 365 Customer Service and Microsoft Dataverse