Reporting with Microsoft Dynamics 365 CRM

From scattered spreadsheets to real-time insight, here’s how Dynamics 365 transforms reporting.

Make Your Data Work Harder

Let’s be honest, most businesses are sitting on a goldmine of data, but it’s buried in silos, spreadsheets, and half-remembered conversations. Reports built in Excel get passed around, tweaked, duplicated, and eventually lose their meaning. Sound familiar?

We see it all the time. The good news is, Dynamics 365 changes the game. With native reporting built into Sales, Field Service, and Customer Service, you get instant visibility into what’s happening, without the faff. And when you’re ready to go further, tools like Excel, Power BI, and Microsoft Fabric take your analytics to the next level.

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Sales Reporting that Actually Sells

Your pipeline shouldn’t be a mystery. Dynamics 365 Sales gives you real-time dashboards, custom charts, and interactive views, so you know what’s closing, what’s stalling, and who’s smashing targets. Copilot adds AI-powered recommendations and summaries to help your team stay focused and forecast with confidence.

Field Service - Insight on the Move

Work orders, scheduling, inventory, it’s all there. Field Service reporting helps you track demand, resource utilisation, and stock levels across warehouses and vans. With Connected Field Service and IoT integration, you can even predict maintenance needs before they happen. Smart, right?

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Customer Service That Sees the Whole Picture

Resolution times, satisfaction scores, and case trends, if you’re not tracking them, you’re missing a trick. Dynamics 365 Customer Service pulls everything together into one view, with dashboards that show agent performance and omnichannel analytics across voice, chat, and social.

Supercharge Your Analytics

Dynamics 365’s in-app reports are just the beginning. Thanks to Dataverse, your data is ready to plug into Excel and Power BI.

Use Excel for quick, ad-hoc analysis with familiar tools like pivot tables
Build stunning dashboards in Power BI with unified data models and AI-powered insights
Slice, dice, and interrogate data across your Dynamics estate, and beyond!

Microsoft Fabric - The Future of Data

Want to go even further? Microsoft Fabric is your modern data platform. It’s built to handle reporting, machine learning, and cross-system integration—all natively connected to Dynamics 365. We’ve got a whole section on this, but here’s the short version: if you want to be truly data-driven, Fabric is your answer.

Time to Act

Whether you’re closing deals, dispatching engineers, or supporting customers, real-time insight is no longer a nice-to-have, it’s essential. Dynamics 365 gives you the tools to surface the right data, at the right time, in the right way.

Start by looking at the data you already have. Then let us help you build a strategy that turns reporting into results.

Let us help you build a strategy

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