Dynamics 365 for Reporting

Supply critical information with Dynamics 365 Reporting

Example of Dynamics 365 on a laptop screen

Dynamics 365 for Reporting

Dynamics 365 Reporting can use many integrated Microsoft tools to supply critical information that improve business decisions and enhance company management. In our implementations, we often use the following tools:

Dashboards

Microsoft Dynamics 365 dashboards are collections of view lists, charts, web resources, iFrames, and organisation insights that pull in things like website information you can then modify to display key performance indicators and other important data.

Views, Graphs and Advanced Search

The basic reporting tools in Dynamics 365 also include Views, Graphs, and Advanced Search that allow you to search, visualise, and work with any data in Dynamics 365.

Power BI

Microsoft Power BI is a cloud analytics tool that integrates with Dynamics 365 to view and analyse data, enabling advanced knowledge sharing among users. Microsoft Power BI dashboards provide users with a comprehensive view of their most important indicators in one place. In addition to the data from Dynamics 365, any data source (ERP, Google Analytics, Logbook, etc.) can be connected to Power BI.
More info: https://www.microsoft.com/en-us/power-platform/products/power-bi/

Excel reports

If you use Microsoft Excel reports, you have the option to export dynamically any data from Dynamics 365 to Excel PivotTables with a direct link to Dynamics 365 data, allowing you to update your report data directly from Excel.

Dynamics 365 Customer Insights

Build a deeper understanding of customers by connecting customer data from various transactional, behavioral, and observational sources to create a 360-degree customer view with Dynamics 365 Customer Insights. Use these insights to drive customer-centric experiences and processes.
Customer Insights enables every organization to unify and understand their customer data and to harness it for intelligent insights and actions.
More info: https://www.microsoft.com/en-us/dynamics-365/products/customer-insights

Dynamics 365 Sales Insights

Dynamics 365 Sales Insights empowers sellers to deliver personalized engagement and build profitable relationships. Sellers know the next best action, guided by embedded insights in Dynamics 365 for Sales.
Built-in capabilities for sales managers are specifically designed to help them intelligently manage their teams, proactively coach sellers, and quickly answer their most important business questions.
More info: https://www.microsoft.com/en-us/dynamics-365/products/sales

Dynamics 365 Customer Service Insights

Dynamics 365 Customer Service Insights (https://csi.ai.dynamics.com) provides actionable insights into critical performance metrics, operational data, and emerging trends from your customer service system. Built-in dashboards, interactive charts, and visual filters provide views into support operations data across channels and highlight areas for improvement that can have the greatest impact, helping you quickly evaluate and respond to key performance indicators (KPIs) and customer satisfaction levels.
More info: https://www.microsoft.com/en-gb/dynamics-365/products/customer-service

Dynamics 365 Customer Insights

Watch this video to see how Customer Insights help organisations unify data across multiple sources to gain a single view of customers.

Dynamics 365 Reporting module video

Customer Quotes

“Our goal was to combine and streamline sales and marketing management, including integration with other systems that we’ve used at Benzina for a long time. We were looking for a complex solution which would at the same time be easily scalable in the future. Our users’ experience confirms that we could not have chosen better.”

“Big thanks to LLP CRM for being part of our journey and our excellent development partner. Looking forward to our continued cooperation.”

“The new CRM solution, Dynamics 365, brought greater transparency to the entire sales organization. We were able to streamline the process of obtaining up-to-date sales reports across the 15 locations where the system was implemented. LLP CRM has demonstrated exceptional skills in managing the entire implementation project as well as additional customizations. Dynamics 365 provides us with insight to a complete sales process from inquiry, through quotation, order to contract conclusion, including the entire lead management lifecycle.”

“We carefully considered which CRM system and which implementation partner to choose. In the end we chose LLP Group for its strong references in the financial sector. LLP recommended that we should go for Microsoft Dynamics CRM 2013, which provides an intuitive user interface both on computers and mobile devices, and it represented an ideal solution for us.”

“LLP team managed to solve all the problems that we were facing. The standard solution was tailored to fit all our needs. Where I see the key benefit is the team’s complex view on customer relationship issues.”

Read about next module Finance

Free consultancy

Start now with Dynamics 365 and pay only for what you need. Our team can unlock its potential and match it to your business processes.

Microsoft Solutions Partner for Business Applications logoMicrosoft Solutions Partner for Modern Work logoMicrosoft Awards 2018 Winner logoClick Partner logoPivotal CRM logo
Let us help you define your CRM needs and priorities
Privacy Overview
LLP CRM logo

When visiting any web site, it may store or retrieve information on your browser, mostly in the form of cookies. This information sets your preferences or your device and is mostly used to make the site work as you expect it. It gives you a more personalized web experience. We respect your right to privacy and you can choose not to allow some types of cookies. Below you can choose and change our default settings. However, blocking some types of cookies may impact your experience of the site.

Strictly Necessary Cookies

These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.

Functional and 3rd Party Cookies

Functional cookies enable the website to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

Performance Cookies

Performance cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site (e.g. Advanced features of Google Analytics). They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous.