Dynamics 365
Help & Training
Search

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.

Applies To

Dynamics 365 (online)

Dynamics 365 (on-premises)

Dynamics CRM Online

Dynamics CRM 2016

Dynamics CRM 2015

Dynamics CRM 2013