A default installation of Dynamics 365 Sales will include a set of reports to get you started. There are reports for each application, as well as general reports that span across data from multiple applications.
When working with reports, in most cases, you will end up customizing your own reports. The default ones that are provided are presented as guidance, but they can, on certain occasions, be useful with no customization.
The standard reports revolve around Accounts and Contacts, as well as Activities, Leads, Sales History, and Sales Pipelines.
The Dynamics 365 platform allows us to report on data in various ways. Starting from aggregated and filtered data presented in views, and continuing with charts, dashboards, and wizard-driven reports, the platform capabilities are quite extensive. Add to that the ability to export to Excel and perform further analysis or use Dynamics 365 Sales data as a data source for Power BI, and suddenly you can start creating...
