This session demonstrates Microsoft’s prebuilt Dynamics 365 Sales dashboards delivered through Power BI apps, how those dashboards can be accessed and consumed inside Dynamics 365, and how the Data Exploration Agent enables users to ask questions, explore trends, and understand drivers behind sales performance without building reports from scratch.

Agenda:

· Overview of D365 Sales dashboards and Power BI apps

· Where the Microsoft dashboards come from and how they are installed

· Key sales KPIs included out of the box

· Exploring pipeline, forecast, and activity data

· Using filters, slicers, and drill-downs

· Visualizing Power BI dashboards inside Dynamics 365

· Asking questions with the Data Exploration Agent

· Identifying trends, outliers, and performance drivers

· Custom creation of Power BI dashboards

· Sharing insights with sales managers and reps

· Next steps and adoption considerations