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We're here to help you find itThe "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.
Successfully delivered 1 sessions for over 12 professionals
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Classroom Training price is on request
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♱ Excluding VAT/GST
Classroom Training price is on request
You can request classroom training in any city on any date by Requesting More Information
Certainly! For students considering the Reporting in Microsoft Dynamics 365 Finance and Operations course, the following are the minimum required prerequisites:
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.
This Microsoft Dynamics 365 Finance and Operations reporting course equips trainees with the skills to create and manage comprehensive financial and analytical reports.
Gain expertise in creating, managing, and optimizing reports within Microsoft Dynamics 365 Finance and Operations, using tools like SSRS, Power BI, and Electronic Reporting.
Microsoft Dynamics reporting, including tools like SSRS reports in D365FO, empowers businesses to generate detailed analyses and customized reports directly from their Dynamics 365 Finance and Operations data. Dynamics 365 SSRS (SQL Server Reporting Services) reports are integral to understanding financial and operational activities by allowing users to fetch, analyze, and present data effectively. Additionally, Dynamics 365 reporting services enhance decision-making by providing interactive and process-driven analytics specifically tailored to the needs of the user, all within the familiar Microsoft environment. This holistic reporting framework is essential for organizations looking to maintain competitive advantage through informed strategic planning and operational adjustments.
D365 SSRS reports, part of Dynamics 365 Finance and Operations reporting, utilize Microsoft Dynamics Reporting Services to generate detailed business insights. These reports pull data from Dynamics 365 FO, allowing businesses to create customized financial and operational reports. Dynamics 365 SSRS Reports harness the power of Microsoft Dynamics Reporting to provide complex data analyses, crucial for strategic decision-making in a visually accessible format. Dynamics 365 reporting services ensure that users can effortlessly manage, execute, and distribute these reports, facilitating better data-driven decisions across the organization.
Report Data Provider (RDP) classes in Dynamics 365 Finance and Operations are used for designing Dynamics 365 SSRS reports. They fetch business data using complex queries and business logic before generating reports. This process ensures efficient data retrieval tailored for SSRS reporting in Dynamics 365 FO, enhancing the Microsoft Dynamics reporting capability. RDP classes help in creating robust, customizable reports for financial and operational insights, vital for Dynamics 365 reporting services, aiding businesses in strategic decision-making.
Financial reports in Dynamics 365 Finance and Operations (D365FO) involve using SSRS (SQL Server Reporting Services) for creating, managing, and deploying financial statements and documents. Dynamics 365 SSRS reports integrate seamlessly with Microsoft Dynamics reporting tools, enhancing data visualization and decision-making processes. Dynamics 365 reporting services offer customized reporting solutions to assess financial performance comprehensively, enabling businesses to analyze operations efficiently and effectively.
Scheduled reports in Dynamics 365 Finance and Operations (D365FO) allow for automated, timely generation and distribution of business reports. By using features such as Microsoft Dynamics reporting and Dynamics 365 reporting services, users can schedule SSRS (SQL Server Reporting Services) reports to be run at specific times or events, ensuring critical information, like financials or operations data, is regularly updated and available. This functionality supports efficient decision-making and keeps stakeholders informed without manual intervention, optimizing workflow and data management within the organization.
Report Designer in the context of Dynamics 365 Finance and Operations (D365FO) is a tool used to create, customize, and manage SSRS reports specifically tailored for this platform. These reports are essential for analyzing data across various business processes within D365FO. Dynamics 365 SSRS reports leverage Microsoft Dynamics Reporting Services, enhancing business intelligence by providing detailed insights and real-time data visibility, crucial for decision-making in finance and operations environments. This integration ensures that reports are seamlessly incorporated into the existing Microsoft Dynamics environment, optimizing operational efficiency and reporting accuracy.
Power BI is a business analytics tool developed by Microsoft. It allows users to visualize data, share insights across an organization, or embed them in an app or website. Users can connect to a variety of data sources, simplify data prep, and drive ad hoc analysis. Power BI provides reports and dashboards that can help track metrics and deliver powerful insights using compelling visuals. This tool integrates seamlessly with other Microsoft products, including Dynamics 365, enhancing reporting capabilities for Dynamics 365 Finance and Operations by leveraging both the built-in and customizable SSRS reports.
Electronic Reporting (ER) in Dynamics 365 Finance and Operations simplifies the creation and management of financial documents and reports. It enables businesses to design, configure, and generate reports that meet various legal and regulatory requirements. Dynamics 365 ER integrates seamlessly with other Dynamics 365 features, supporting efficient data management and analytics. This system utilizes SSRS (SQL Server Reporting Services) for advanced reporting capabilities, enhancing the customization and distribution of reports across your organization. These functionalities ensure that companies using Microsoft Dynamics can maintain up-to-date, accurate reporting for better decision-making.
This Microsoft Dynamics 365 Finance and Operations reporting course equips trainees with the skills to create and manage comprehensive financial and analytical reports.
Gain expertise in creating, managing, and optimizing reports within Microsoft Dynamics 365 Finance and Operations, using tools like SSRS, Power BI, and Electronic Reporting.
