Reporting for Dynamics 365

Duration: 2 Days

Summary

This class reviews the unique CRM reporting capabilities of Advanced Find views, customizing charts with XML, the built-in report wizard, and custom SSRS reports using FetchXML and the Report Authoring Add-in. The report author creates stunning visualizations and analysis through interactive reports. Learners leave with all the knowledge and resources to create powerful analytics from Dynamics 365. Note: some content applies exclusively to Online or On-premises. The instructor will indicate those differences in class.

Participants

This training is intended for Dynamics 365 users with intermediate to advanced technical skills who desire to continue their education in business analytics. The course assumes working knowledge of skills outlined in the CRM Boot Camp for Dynamics 365 course. Experience with relational database concepts and Microsoft SQL is helpful but not required.

Topics Covered
  • Data analysis and visualization tools in Dynamics 365
  • Creating Excel and Word Templates
  • Customizing Dynamics 365 charts using XML
  • SSRS and Power BI as external analysis and design frameworks
  • Basic skills for authoring SSRS reports using Visual Studio SQL Server Data Tools

Recommended Prerequisites

Prerequisites are recommendations, and while not required, they are highly advised to ensure a successful learning experience:

  • Completion of CRM Boot Camp for Dynamics 365 or equivalent application experience
  • Technical Understanding of Dynamics 365
  • Computer with Microsoft Remote Desktop Connection installed and configured to allow connection to a remote computer or Computer with SQL Server Data Tools for Visual Studio 2015

Related Certifications

The value of a Dynamics 365 University training is in the knowledge acquired, but there’s a professional and career value as well. Demonstrate expertise with achievements through PowerObjects. Learn More