Reporting: Views, Charts, and Dashboards

Abstract

Dynamics 365 CE can be used by organizations as a system to run any part of their business concerning customer engagement. This can be done through the use of all or a combination of the apps that are available or by using extensions and customizations. Users create new data and update existing data through the continued use of the application, which creates a large store of transactional data over time. This data provides intelligence to the organization through quantitative and qualitative means. The data can indicate if a company is meeting sales targets and customer service SLAs and can be used to provide insights into trends of how services or products are being used. Data is a large source of potential insight for organizations to help improve their service, maintain their customers, and provide the direction of a company’s future.