Analyze Dynamics 365 sales data

Important
Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Microsoft Dynamics 365 provides multiple analytical options to help organizations drive business decisions that are based on past sales numbers and trends. For example, organizations can define custom views that show specific types of data, use charts to drill into additional details about different sales-related records, or even analyze data by using external tools like Microsoft Excel and Microsoft Power BI. Sales staff should know how to extract the data that they need, and how to present it inside Dynamics 365 in a way that lets them use the information to drive sales-related actions.