Before you can quickly and effectively begin leveraging Microsoft Dynamics CRM’s reporting capabilities, it’s important to understand how data is structured in the system. If you don’t know where your data is, you can’t report against it.
In this video, a
By the end, you’ll be able to see a complete hierarchy of data that will give you a complete picture of how your sales data will be organized so that you will know what entities to pull into a report.
By Socius, a Microsoft Dynamics CRM Partner in Ohio and Kansas