Introduction to Sales

Analysis tools
Module Overview

• Explore basic data queries through Advanced Find

• Enhance update capabilities with Editable grid
• Review potential opportunities, forecast Revenue and analyze
sales productivity using built-in reports
• Utilize the Export to Excel feature
• Learn how to use Excel Templates
Advanced Find

• Perform Complicated and Comprehensive searches

• Save your searches for use later
• Saved Advanced Find searches are also called personal views
• Add your newly created custom searches (or views) to a custom
dashboard
• Can only return lists of a single record type
• Share any searched you’ve created with other users
Demonstration: Advanced Find
Editable Grids
• Editable Grids provide rich inline editing within main grids and
sub-grids
• Editable grids are supported by standard and custom record
types
• Editable grids use an auto-save process
• Some other functionality that is part of editable grids are:
• Able to group by any column on current view
• Moving and resizing columns
• Lookup configuration
• Editable Grids are not enabled by default
• Editable Grids are subject to the usual field security level settings
• Some fields will be protected in an editable grid
Demonstration: Editable Grids
Built-In Reports

• Pre-designed reports that make it easy to analyze and present

information
• Reports are general
• Customizations are limited
• Many built-in reports available:
• Contact
• New Contacts by Month
• Opportunity Summary
• Sales by Client
Demonstration: Run Sales Reports
Export to Excel

• Static Worksheet
• Exports snapshot of current selected view
• Dynamic Worksheet
• Export creates worksheets containing a connection to Microsoft Dynamics
365 database and dynamically refreshes
• Dynamic Pivot Table
• Similar to the dynamic worksheet
• User must design pivot table columns and rows
• Excel Online
• Provides the ability to conduct analysis directly within Dynamics 365
• Ability to export and analyze data from your mobile device
Demonstration: Export to Excel
Export to Excel Templates

• Create document templates to arrange most-used data

• Use an empty template file to create your own
• Upload to CRM once template is complete
• Generate documents on the fly
• There are various features when exporting to a template
• Create Excel
• Ability to filter by entity
• Can use saved views and edit columns
• Document templates are role based by entity
Difference between Export to Excel and Excel Templates

• Export to Excel
• Static Worksheet
• Dynamic Worksheet
• Dynamic Pivot Table
• Excel Templates
• All data dynamically refreshes from within Excel
• Users can choose to create simple lists, tables, charts or pivot tables and
charts
Demonstration: Export to an Excel Template
Module Review

• Explore basic data queries through Advanced Find

• Enhance update capabilities with Editable grid
• Review potential opportunities, forecast Revenue and analyze
sales productivity using built-in reports
• Utilize the Export to Excel feature
• Learn how to use Excel Templates
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