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Dynamics CRM 2016
 

Updated: November 1, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM Online

Microsoft Dynamics 365 includes many system reports that you can use to gain insights into how your business is doing. You can use these reports as is or customize them for your needs. For more information about customized reports, see Customize and organize reports.

Category

Description

More information

Account insights

Top revenue-generating accounts

Account Distribution report

Overview of an account

Account Overview report

Chronological account summary

Account Summary report

Accounts that haven’t been contacted

Neglected Accounts report

Marketing insights

Summary of activities in a campaign

Campaign Activity Status report

Compare campaigns

Campaign Comparison report

Progress and status of campaigns

Campaign Performance report

Sales insights

Sales team performance against competitors

Competitor Win Loss report

Activity patterns

Activities report

Sales progress against goals

Progress Against Goals report

Sales performance of reps

Sales History report

Potential sales opportunities

Sales Pipeline report

Compare effectiveness of lead sources for generating opportunities

Lead Source Effectiveness report

Leads that haven’t been contacted

Neglected Leads report

Product insights

Products used by an account

Products by Account report

Products used by a contact

Products by Contact report

Invoices, quotes, and orders details

Line items of an invoice

Invoices report

Accounts receivable

Invoice Status report

Line items of a quote

Quotes report

Line items of an order

Orders report

Service insights

Types of opened and resolved cases

Case Summary Table report

Cases with no recent activity

Neglected Cases report

Amount and length of service activities

Service Activity Volume report

Most searched knowledge base articles

Top knowledge base articles report

Administrator reports

List of users

User Summary report

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