Dynamics 365 Sales Reporting

Self-Service Reporting

Getting to the details shouldn’t require being a data scientist, BI specialist, or developer.​

eOne’s Popdock empowers users to easily search, create advanced queries, and create the Dynamics 365 reports that help them be more efficient at their job. ​

• Connect to all of your Dynamics 365 Sales data to create standard and custom lists.​
• Bring your Dynamics 365 Sales and data from other apps together into your reports.​
• Add calculations and restrictions to your lists.​
• Search and use advanced filtering. ​
• Group and subgroup to see totals and subtotals by category. ​
• Use multi-company reporting across your lists.​
• Save Favorites and share them with other users.​
• Use actions to do things like open records, see related details, or run processes.​
• Export reports to Microsoft Excel or PDF ad-hoc or on a schedule (available with Popdock Premium)

Embedding Reporting

Embed reports in Dynamics 365 Sales and reports that contain Dynamics 365 Sales data in your other tech apps, so users can get to their data and insights faster. ​

• Create and access reports with Dynamics 365 Sales data, historical data and data from other apps without leaving Dynamics 365. ​
• Utilize all the self-service reporting options.​
• Enjoy a no-code set up experience to create your report and click a button to publish an iFrame for your Popdock widget.  This is the component to embed in your app.​
• Embed reports and views in Dynamics 365 Sales dashboards or on specific records with parameters to filter the data automatically.

Cross-App Reporting

Combine Dynamics 365 Sales data and data from other applications with Custom Lists.​

If you’re familiar with creating SQL queries of on-premise data, you’ll be relieved to learn that it’s now possible across all your cloud and on-premise apps. ​

Without writing a single line of code, Popdock makes it possible to:​

• Combine data from multiple tables from Dynamics 365 Sales into custom lists.​
• Combine Dynamics 365 Sales data with data from other apps into custom lists.​
• Join data from multiple sources into one list based on field. ​
• Compare similarities and differences between lists. ​
• Merge data into a single list. ​- Summarize data from multiple sources into a single list.

Analytics

Build really cool management reports using Popdock’s matrix reports, which allows you to create analysis reports on Dynamics 365 Sales data.​

​Often seeing the details prompts more questions on performance over time. What did the results look like at this time last month vs. this month or year-over-year?  Matrix reports let you create an aggregate, variance, and color-coding to see an at-a-glance analysis of your Dynamics 365 Sales data.