Dynamics 365 Report

INSTALLATION INSTRUCTIONS

To replace the demo data with your own opportunity data:

  • Log into your Dynamics 365 account

  • Navigate to the desired CRM sales account

  • Copy/paste the root URL from the webpage, and paste into the parameter

    • E.g. https://havensconsulting.crm.dynamics.com/

    • Please make sure to include the “/” at the end of the root URL

If you have a win/loss status code value, you may specify it in the Opportunity Won/Loss Status Code parameters. This will populate the second page of the report with win/loss details.

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