Analyze your Microsoft Dynamics CRM data in-depth.

Visually analyze your Microsoft Dynamics CRM data. Create insightful reports and dashboards to track your key sales performance indicators (KPIs). Share reports and collaborate with your colleagues, during report creation and analysis.

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Analyze and track key sales metrics. Be empowered.

Zoho Analytics enables you to easily analyze the data hidden in Microsoft Dynamics CRM. It lets you slice and dice your CRM data the way you like. You can create sales funnels, know your win/loss rates, do sales predictions, gauge your sales team performance, track your KPIs (Key Performance Indicators), and do much more.

  • Win - loss analysis

    Identify win-loss opportunities in your sales pipeline. Track the win-loss rate, and let your sales team win more by analyzing past deals.

  • Boost your sales

    Consolidate and analyze key metrics such as sales and outstanding receivables under one roof, and let your executives stay on top of changes without taking a lot of time out of their busy routines. Effectively close more deals and chase late payments and stay on top of your game.

  • Ask questions, get insights!

    Type out your questions, and see Zia, our AI-powered assistant, come up with suitable answers in the form of reports and KPI widgets.

Boost your sales with in-depth analytics

2 Million Users. 50 Million Visualizations. 1 Analytics Platform.

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    Seamless Integration

    Connect your Microsoft Dynamics CRM data to Zoho Analytics in just a few steps.Leverage automatic data synchronization, preparation, and transformation within our BI platform to ensure data consistency, reliability, and usability.

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    Visual Analysis

    Get started instantly with pre-built visualizations that deliver actionable insights. Create meaningful reports and dashboards using 50+ visualization options and an intuitive drag-and-drop interface. Explore data interactively with tooltips, drill-downs, and contextual filters for ad-hoc analysis.

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    Agentic AI

    Leverage Ask Zia, our intelligent AI agent, to assist every type of user, from data engineers and analysts to business users, helping them move faster from data to insights, and from insights to action.

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    Collaborative Analytics

    Share reports and dashboards with your peers. Start contextual discussions through comment threads or instant messaging for real-time collaboration. Publish and share visualizations across multiple platforms for wider accessibility.

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    Embedded BI

    Embed a full-featured analytics platform within your application using single sign-on (SSO) or SAML authentication. Set up a rebranded analytics portal or microsite in your own brand identity, with customizable design elements.

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    MCP Server

    Enable AI agents, models, or MCP (Model Context Protocol) clients to leverage Zoho Analytics for data analysis, insight generation, and action orchestration.

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"Zoho Analytics is one of the most robust reporting platforms out there. Through the Zoho Analytics platform, we are able to stratify and cut multiple data points. Zoho Analytics allows us to create insightful reports and dashboards that provides us with invaluable tools to analyze our business."

Ryan Fox

Regional Director, Health Outcomes Sciences

Solutions / How-Tos

IconSetting up the Microsoft Dynamics CRM analytics
IconCreating reports with Microsoft Dynamics CRM analytics
IconCreating your Sales Funnel Report
IconCreating your Win/Loss % Report
IconTop 5 / Bottom 5 Sales Persons Report
IconSales Trend Analysis
IconSales Cycle Report
IconLead to Opportunity Conversion Rate Report
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Start analyzing your CRM data today

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