Forum Discussion
CRM Service Reporting - Best Practices?
Hi all, I am new to CRM, but less new to report-building and Power BI. Our team uses CRM Online as a Incident Ticketing exclusively (no sales or opportunities). I am tasked with reporting out cer...
CRM reporting is one of the intgeral functions that need to be fulfilled for any platform to operate in an effective and efficient manner. Since you are new to CRM, I will suggest that you try and handle these operations related to CRM by means of mobile app that can very easily sync with the functionality of the e-commerce platform you are using. Here is an app you will definitely find useful: http://dynamics.folio3.com/dynamics-ax-sales-marketing-crm-app/