Microsoft Dynamics CRM 2013 Customer Center
Microsoft Dynamics CRM
Customer Center
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Account Overview report

Get a one-page overview of everything that's happening with an account. The report shows a profile of the account, contact information, and a summary of opportunities and case activities.

  • For opportunities, the report shows charts with active opportunities grouped by the probability of the opportunities turning into a sale and the state the opportunities are currently in.

  • For support cases, the report shows a chart with closed cases grouped by customer satisfaction level and also by the case status.

 
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