Uncover the power of Dashboards in Dynamics 365 Sales for effective reporting. Learn how to leverage interactive data visualization tools for real-time, comprehensive insights from multiple, unrelated tables.
Table of Contents
Question
The CEO of a company asks you to provide basic reporting for Dynamics 365 Sales.
The solution must have lists of records and visuals and must also support data from multiple, unrelated tables.
You need to determine how to construct the report.
What should you use?
A. Microsoft Excel PivotTable
B. Dynamic worksheet in Microsoft Excel
C. Dashboard
D. View
Answer
C. Dashboard
Explanation
In Dynamics 365 Sales, a dashboard is a customizable, interactive data visualization tool that can display data from multiple, unrelated tables. It provides a consolidated view of business data and is designed to help users understand and visualize key performance indicators (KPIs), metrics, and other key data points relevant to a business, department, team, or process. Dashboards are highly configurable and can provide charts, graphs, and lists of records.
Dashboards in Dynamics 365 Sales are interactive and update in real time, making them ideal for monitoring changing data. They can be personalized to show the data that matters most to the user, and can be shared with others, promoting collaboration and ensuring everyone is working with the same information.
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