Reporting in Microsoft Dynamics 365 Finance and Operations Course Overview

Reporting in Microsoft Dynamics 365 Finance and Operations Course Overview

The "Reporting in Microsoft Dynamics 365 Finance and Operations" course provides a comprehensive look into the reporting capabilities within the D365 platform. Learners will delve into various reporting types, including traditional SSRS reports, financial reports, and modern analytics with Power BI.

Module 1 introduces the concept of reporting, covering its importance, the different types of reporting available, and providing practical examples. Microsoft Dynamics reporting is vital for decision-making and performance tracking within an organization.

In Module 2, attendees will get hands-on with D365 SSRS reports, learning how to design, style, and access data through Report Data Provider classes, while maintaining best practices.

Financial reporting is the focus of Module 3, where learners will explore the creation, modification, and security of financial reports, including scheduled reports and the use of Report Designer.

Module 4 bridges D365 with Power BI, instructing on report creation, configuration, and enhancing workspaces with analytics, ensuring data is secure yet accessible.

Lastly, Module 5 covers Electronic Reporting (ER), teaching configuration and management, rounding out a curriculum designed to empower learners with the skills to harness the full potential of reporting in Dynamics 365.

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1,550

  • Live Online Training (Duration : 24 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
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♱ Excluding VAT/GST

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  • Live Online Training (Duration : 24 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

Certainly! For students considering the Reporting in Microsoft Dynamics 365 Finance and Operations course, the following are the minimum required prerequisites:


  • Basic understanding of Microsoft Dynamics 365 Finance and Operations (D365FO) functionality and navigation.
  • Fundamental knowledge of financial concepts and business processes.
  • Experience with Microsoft Office, particularly Excel, as it is often used in reporting.
  • Basic familiarity with data concepts and relational databases.
  • Some exposure to Microsoft SQL Server Reporting Services (SSRS) would be beneficial but not mandatory.
  • For the Power BI section, an introductory knowledge of data visualization concepts and Power BI basics is recommended.
  • An eagerness to learn about reporting tools and techniques in the context of D365FO.

Please note that this course is designed to accommodate individuals who may not have an extensive background in reporting but have a foundational understanding of the D365FO environment and general business processes. The course will build on these basics to develop your reporting skills.


Target Audience for Reporting in Microsoft Dynamics 365 Finance and Operations

This Microsoft Dynamics 365 Finance and Operations reporting course equips trainees with the skills to create and manage comprehensive financial and analytical reports.


  • Financial Analysts
  • Business Intelligence Professionals
  • IT Professionals specializing in Finance and Operations
  • Dynamics 365 Functional Consultants
  • ERP System Administrators
  • Data Analysts
  • Report Developers
  • Business Process Managers
  • Compliance Officers
  • Finance Department Personnel
  • Power BI Report Designers


Learning Objectives - What you will Learn in this Reporting in Microsoft Dynamics 365 Finance and Operations?

Introduction to Learning Outcomes

Gain expertise in creating, managing, and optimizing reports within Microsoft Dynamics 365 Finance and Operations, using tools like SSRS, Power BI, and Electronic Reporting.

Learning Objectives and Outcomes

  • Understand the fundamentals of reporting and the various types of reports available in Microsoft Dynamics 365 Finance and Operations.
  • Learn to design, customize, and implement SSRS Reports using Auto Design and Precision Design techniques.
  • Acquire skills to define SSRS report layouts and apply predefined or customized styles effectively.
  • Develop an understanding of Report Data Provider classes and adopt best practices for efficient report design.
  • Gain knowledge of Financial Reports, including creation, modification, and management of default and custom reports.
  • Comprehend the security aspects of Financial and Analytical reports, ensuring data protection and compliance.
  • Master the creation and configuration of Financial Reports using Report Designer, including the use of row and column definitions, dimensions, and headers.
  • Learn how to integrate Power BI with Finance and Operations for enhanced data analytics and visualization.
  • Understand the process of adding analytical reports to workspaces and configuring Power BI to meet business needs.
  • Discover the fundamentals of Electronic Reporting (ER), how to configure ER formats, and manage the lifecycle of electronic documents.