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Understanding How Data is Structured in Dynamics CRM

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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 Socius Microsoft Dynamics CRM solutions consultant explains the hierarchy of information entities (or “buckets”) in the system.  He’ll also explain the entities that need to be created in order to segment data sets with varying levels of detail in a manner that will allow you to report on them later.

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.

Contact us with any questions about CRM reporting.

By Socius, a Microsoft Dynamics CRM Partner in Ohio and Kansas

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