Periodic sales opportunity reports
Periodic sales opportunity reports
Solution:
Together with the client, data and values to be compared were determined. They include numeric fields, values, options, and relationships to companies, salespersons, and sales support, etc.
A BI report, which uses Dynamics 365 Sales data in real-time, reads data from the file after determining the date range. File names are decoded as hints regarding the date of the data state in the snapshot and the data contained therein.
A FLOW was built, which at specified times - in this case, once a week - retrieves the current state of data, builds a CSV file, and saves it in a selected folder on SharePoint with the appropriate date. This creates an automatic snapshot of the necessary data.
The combined data is displayed as a user-friendly chart of changes in sales opportunities on a week-to-week basis, which does not require knowledge of the source of the data.
