What Do I Need to Know to Start Reporting in CRM?

So, you’ve got some data in your Microsoft Dynamics CRM software and you need to start analyzing that data, but you don’t know where to start when it comes to pulling a report.  We can help!

The first thing you need to understand in order to start pulling reports is how data is structured in Dynamics CRM.  In this video, we’ll walk you through what a sample data hierarchy looks like, how the data is organized, and where you can pull which data from.

Check it out then contact us if you have any questions:

Success StorySee Client Success Stories


“Our Socius team, in my eyes, is considered an extension of our own department. Their knowledge and professionalism provide the support we need to succeed and continue to grow.”
-John Keller
LPK in Cincinnati, OH

eBookRead Top eBooks and Whitepapers