Dynamics 365 CE BI capabilities

We discussed Dynamics 365 CE's business intelligence capabilities in Chapter 6, Customizing Dynamics 365 CE, where we discussed dashboards and charts. Here, we are going to discuss another option for utilizing the business intelligence capabilities of Dynamics 365 CE, using reports. There are different methods of reporting in Dynamics 365 CE. Let's discuss these options one by one.

Excel reporting

Since the early days of Dynamics CRM, this has been the easiest way – and the traditional way—of analyzing customer data. We can download Dynamics 365 CE data using the Export to Excel option and can use formulas, charts, and pivot tables to analyze our data. Additionally,...