Dynamics 365 reporting training course

Use the Latest tools 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 - Advanced Dynamics 365 Reporting
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.

New IDC findings on 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

Objectives
Useful Background Knowledge and Skills
Reporting Development Environments
Reporting Tools and Possibilities
Solutions

Module 2: Visualizations

Objectives
Basic Charting Concepts
Resources
Lab 2.1 - Creating Basic Charts: Multi Series Bar Chart & Pie Chart Exporting Charts
Importing Charts
Modifying the Exported Chart XML
Lab 2.2 - Modifying Chart XML

Chapter 3: Introduction to Reporting Basics

Objectives
Report Development Process
Types of Reporting in Microsoft Dynamics 365
Default Reports
The Reports Wizard
Lab 3.1 - Reports
Reporting Environments
Exporting and Importing RDL Files

Chapter 4: Business Intelligence*

Development Studio and SQL Based Reports
Objectives
Understanding the Business Intelligence Development Studio
Filtered Views
Creating a Basic SSRS Report
Lab 4.1 - Basic BIDS Report Wizard
SSRS Data Regions
Lab 4.2 - BIDS Report Using SSRS Data Regions
Lab 4.3 - BIDS Report Using Parameters and Expressions
(*Only available to on-premise deployment environments)

Chapter 5: Fetch-Based Reporting

Objectives
What is Fetch XML?
Authoring of Fetch-Based Custom Report
Lab 5.1 - Creating a Fetch-Based Report
Introduction to Fetch XML
Introduction to Expressions and Collections
Lab 5.2 - FetchXml-Based Report that Uses Aggregation and Parameters

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