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.
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
Useful Background Knowledge and Skills
Reporting Development Environments
Reporting Tools and Possibilities
Module 2: Visualizations
Basic Charting Concepts
Lab 2.1 - Creating Basic Charts: Multi Series Bar Chart & Pie Chart
Modifying the Exported Chart XML
Lab 2.2 - Modifying Chart XML
Chapter 3: Introduction to Reporting Basics
Report Development Process
Types of Reporting in Microsoft Dynamics 365
The Reports Wizard
Lab 3.1 - Reports
Exporting and Importing RDL Files
Chapter 4: Business Intelligence*
Development Studio and SQL Based Reports
Understanding the Business Intelligence Development Studio
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
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.
Why Choose Training 4 Dynamics 365
Your team will learn to take full advantage of the ever increasing feature set of each release of CRM which will enable your team and organisation to become more efficient and effective each and every year. Don't settle for the same old training supplier who are using old and out of date training material, make sure you learn for the present and the future not for the past.
Microsoft themselves choose us! We have trained dozens of Microsoft UK people this year along and, in fact, our lead trainer skilled up the entire Microsoft European CRM sales support team few years ago!
Your team will receive far more personalised learning that any other training company in the UK with our guaranteed Maximum of 6 delegates per class (compared to 24 plus students on some of our competitors courses). Our small classes gives your team the opportunity to ask questions about your own CRM configuration and explore best practice options for improving your CRM system.
We offer far more Dynamics 365 courses than any other training provider in the UK. We have our own dedicated team of technical writers working hard to give you courses to cover every aspect of the Dynamics 365 stack.
Your team can pick the training courses that are tuned for your own organisations requirements.