Properly managing sales data is vital to making a profit. Discover how to use Dynamics 365 Sales to generate and customize reports, create charts, and import and export sales data. Start by letting the dashboard organize your sales data, graphs, charts, and record lists. Next, learn how to track sales performance indicators, the sales pipeline, and sales activity metrics. This will propel you towards customizing your own dashboard with a chosen layout, desired components, and data. Other topics include how to apply filters to charts, using the Report Wizard to generate predefined and custom reports, and exporting and analyzing your data in Excel. You will learn how to use the Chart Pane and the Chart Designer to convert your data into a chart, filter it, and export it. Conclude by runing the Data Import Wizard to see imported data and create an import template.

Properly managing sales data is vital to making a profit. Discover how to use Salesforce to create reports; manage leads; import leads, accounts, and contacts; export data; and delete records.

Properly managing sales data is vital to making a profit. Discover how to use Salesforce to create reports; manage leads; import leads, accounts, and contacts; export data; and delete records.