Dynamics 365 reporting training course

Use the Latest native and non-native tool sets to create charts, reports & OData to improve business performance.

Please note: While some of our competitors appear to offer a similarly titled course, in reality they offer much older versions of the course. We update our courses every six months in line with Microsoft's release of Dynamics 365.

Only £880 + VAT


Course Details

Title: T4D119 - Reporting Capabilities for Dynamics 365
Duration: 1 day
Price: £880 + VAT

After completing the course, students will be able to understand reporting functionality available in Microsoft Dynamics 365; understand various methods to create and modify charts in Microsoft Dynamics 365; gain familiarity with common reports available in Microsoft Dynamics 365; developing an understanding of SRS, BIDS and Fetch XML as it Pertains to Microsoft Dynamics 365.

The premier global market intelligence firm IDC in their recent report, highlight the reporting pain points that businesses still struggle with on a massive scale. For example:
1. With documents being the lifeblood of your business it's increasingly important you're able to create, store, access and distribute them to the right people, at the right time and in the right place.
2. Over 46% of business leaders say disconnected document processes impair their ability to plan, forecast, and budget because of lack of visibility.
3. Over 50% believe they will still be reliant on paper in 5 years' time.
4. Some 76% of line-of-business managers say that they are reliant on paper documents at work.

Module 1: Introduction to Reporting in Microsoft Dynamics 365
· Discuss background useful for reporting
· Outline specific tools used to report on data
· Examine how dashboards can incorporate charts and reports

Module 2: Views
· Describe the types of views
· Describe the special system views
· Explain how to create, sort and filter views
· Configuring columns and removing unwanted views

Module 3: Visualizations
· Basic charting concepts and Microsoft Dynamics 365 chart design
· Identify resources available for creating basic and complex charts
· Demonstrate the chart designer window
· Explain the usage of the default chart types
· Demonstrate importing and exporting chart XML
· Explain the chart XML schema
· Demonstrate how to modify the chart XML

Module 4: Office 365
· Explain the different export file types
· Explain the different export types, static and dynamic
· Explain the use of export templates 

Module 5: Introduction to Reporting Basics
· Explain the report development process
· Explain how SQL and FetchXML based reports are used
· Review the default reports in Microsoft Dynamics 365
· Create a report using the report wizard
· Describe the tools used to create a report outside of Microsoft Dynamics 365
· Describe the process of exporting and importing .RDL files

Module 6: Dashboards
· Explain the types of dashboard
· Review the components that can be embedded into dashboards
· Control access to dashboards using security roles or sharing

Module 7: Power BI
· Load a Dynamics 365 content pack to start using the Power BI service to display insights
· Customize a Dynamics 365 content pack
· Use Power BI desktop to modify and customise your reports and visualisations
· Embed a Power BI tile in a Dynamics 365 personal dashboard
· Use Power BI and Microsoft Office Excel together

Module 8: SSRS and SQL Based Reports
· Describe the type of background and experience needed to modify and create SQL based reports via SQL Server Data Tools (SSDT)
· Explain and demonstrate the use of filtered views
· Understand how to create a Microsoft SQL Server Reporting Service (SSRS) project in Visual Studios
· Demonstrate how to create a database connection and a dataset
· Explore how to format a report
· Explain how to add groupings to a report
· Demonstrate the report wizard
· Describe how charts and gauges can be used to visualise data
· Review the use of geospatial visualisations
· Explain the different report parameters available and how they are used
· Explain how pre-filtering is used within Microsoft Dynamics 365 reporting

Module 9: FetchXML Based Reports
· Examine what FetchXML is and how it is used to create FetchXML-based reports
· Understand the options available for authoring reports in Microsoft Dynamics 365
· Examine the FetchXML schema and how to use it
· Implement the use of parameters within FetchXML queries
· Implement Pre-Filtering using FetchXML
· Create queries that emulate UNION statements
· Create reports that implement multiple FetchXML datasets and parameters
· Examine and understand simple expressions and queries used within SSRS reports

Before attending this course, students must have:
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Office.