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Account Summary report

Use this report to see what has happened with an account. This report also shows what is scheduled to happen in the future. The report displays a chronological summary for an account, including sales and service activities, notes, and records.


To view the Account Summary report for an account, open the account record. On the Account tab, in the Data group, click or tap Run Report, and then click or tap Account Summary.

Applies To

Dynamics 365 (online)

Dynamics 365 (on-premises)

Dynamics CRM Online

Dynamics CRM 2016

Dynamics CRM 2015

Dynamics CRM 2013