Relationship management analytics

Path: Business functionality > Relationship management > Relationship management analytics · tier official · system crm · narrative reviewed (checked by Opus)

Overview

This section lists the built-in relationship management reports, which you can reach through Report Explorer. The overview page “Relationship management reports” is the entry point. Each other page describes one report.

The reports fall into groups. Contact reports include List, Company Summary, Person Summary, Labels and two cover sheet reports. Opportunity and sales reports include Opportunity - Details, Opportunity - List, Sales Cycle - Analysis and Salesperson - Opportunities. Campaign - Details covers campaigns. Segment reports cover contact lists, cover sheets and labels. Questionnaire reports print handouts and test profile questionnaires. Email Merge produces personalized letters for a marketing segment.

Start with the overview page to find the report you need. Then open its page to see what it shows and where to run it, for example from the Contact Card, the Segment page or the Profile Questionnaire Setup page.

Key points

• Reports are available through Report Explorer, listed on the Relationship management reports page.
• Contact - List shows all contacts with contact type, related opportunities and to-dos; Company Summary and Person Summary show address or name, contact number, interactions and to-dos.
• Contact - Cover Sheet is run from the Contact Card page and can log interactions; the separate Contact Cover Sheet report prints contact and company addresses, VAT registration and bank details.
• Segment - Cover Sheet is run through Print Cover Sheets on the Segment page; Segment - Contacts lists the contacts selected in one or more segments.
• Contact - Labels and Segment - Labels print names and addresses with configurable label size and column layout, useful for campaign letters.
• Opportunity - Details, Opportunity - List, Sales Cycle - Analysis and Salesperson - Opportunities support sales pipeline review, with estimated and calculated values and salesperson filtering.
• Email Merge creates personalized letters for a segment, with formal or informal salutation, segment content, salesperson signature and multilingual support.
• Questionnaire - Handouts prints profile questionnaires; Questionnaire - Test shows test reports from the Profile Questionnaire Setup page.

Learn pages

• Campaign - Details (report): Get an overview about the information related to a campaign.
• Contact - Company Summary (report): Get an overview about your contact companies, including related interactions and to-dos.
• Contact - Cover Sheet (report): Get cover sheets to send to one or more of your contacts.
• Contact - Labels (report): Print mailing labels with the names and addresses of your contacts.
• Contact - List (report): Get list of all your contacts, including related opportunities and to-dos.
• Contact - Person Summary (report): Get information about a contact person, including related interactions and to-dos.
• Contact Cover Sheet report: Print a contact cover sheet that combines contact and company addresses with company banking details for correspondence and segment mailings.
• Email Merge report: Generate personalized mail merge letters for contacts by using segment content, salutations, company details, and salesperson signatures.
• Opportunity - Details (report): Get an overview of sales stages, to-dos, and planned to-dos for an opportunity.
• Opportunity - List (report): Get a list of all your opportunities, including information about the sales cycle of the opportunity and related contacts and campaigns.
• Questionnaire - Handouts (report): Print handouts for a profile questionnaire.
• Questionnaire - Test (report): Show test reports of your profile questionnaires.
• Relationship management reports: Discover built-in reports that can help you monitor and manage your relationship management activities.
• Sales Cycle - Analysis (report): Get an overview about your sales cycles.
• Salesperson - Opportunities (report): Review which salespeople handle which opportunities.
• Segment - Contacts (report): Review the distribution of contacts across segments.
• Segment - Cover Sheet (report): Get or print cover sheets for your segments.
• Segment - Labels (report): Print labels with the names and addresses of contacts for your segments.

Videos, posts and code changes

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• #9024 [Master] - Chance of success % does not validate correctly when using the action type “Update” in Opportunity (code change): “Chance of Success % on an opportunity entry now validates correctly when the Update action type is used”
• #9544 636017 Move CRM report action tooltips to report objects (code change): “CRM report action tooltips are moved from page actions to report objects”

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Report 5050 “Contact - List” · captioned “Contact List”
• Report 5051 “Contact - Company Summary”
• Report 5053 “Contact - Person Summary”
• Report 5055 “Contact - Cover Sheet”
• Report 5056 “Contact - Labels” · captioned “Contact Labels”
• Report 5058 “Salesperson - Opportunities” · captioned “Salesperson Opportunities”
• Report 5060 “Campaign - Details”
• Report 5061 “Opportunity - List”
• Report 5062 “Sales Cycle - Analysis”
• Report 5063 “Segment - Contacts”
• Report 5064 “Segment - Cover Sheet”
• Report 5065 “Segment - Labels”
• Report 5066 “Questionnaire - Handouts”
• Report 5067 “Questionnaire - Test”
• Report 5068 “Opportunity - Details”
• Report 5084 “Email Merge”
• Report 5085 “Contact Cover Sheet”

Learn also names 1 object with no object page: report/50585058.

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.