Sales

Using reports

You can use the following links to articles that contain information about using and customizing reports.

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Videos

Getting started articles

Articles referencing default reports

Customization articles related to reporting

Blog posts

Videos

Reporting overview

Getting started articles

9 steps to get started with reporting

Learn the options for analyzing your Microsoft Dynamics CRM Online data, and find out how to get the information you need quickly.

Using Advanced Find

You can use the links in this article to go to helpful and needed content about using the Advanced Find feature in Microsoft Dynamics CRM Online.

Articles referencing default reports

Campaigns from start to finish

Learn how to manage your campaigns from inception through completion.

Are you neglecting any customers? Run a report to find out

Besides using the default Neglected Cases, Neglected Accounts, and Neglected Leads reports, you can make your own using Microsoft Office Excel 2003 and Microsoft Dynamics CRM Online.

Keep your knowledge base fresh with article reviews

Capture your team's comments and suggestions and then run reports to determine which articles to update.

Simple steps to take toward accurate case resolution

Find out why cases are being resolved by customizing the resolution type.

Customization articles related to reporting

Report customizations

Customizations often support requirements to provide data for reports. This article describes the types of reports that are available and options for creating and modifying reports.

State your terms: Use your organization's nomenclature

Change the names of entities in Microsoft Dynamics CRM Online so that they match the nomenclature used in your organization.

Blog posts

Solving the dashboard dilemma

Determine which business intelligence technology to use for your dashboard.

Report on processes, not just data

Build a report with the Report Wizard to track processes.