Microsoft/Reporting In Dynamics 365 CRM

Reporting In Dynamics 365 CRM Certification Training Course Overview

Reporting In Dynamics 365 CRM course will include reporting and analytics of Microsoft Dynamics CRM. It will review all the unique CRM reporting capabilities like Advanced Find views and charts, reports using the built-in report wizard, custom CRM report with SQL, custom CRM reports with FetchXML and the Report Authoring Add-in.

Audience:
 
  • Organisation CRM End Users
  • Customizers
  • Developers
  • People Responsible for Data Analysis
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Reporting In Dynamics 365 CRM (16 Hours) Download Course Contents

Live Virtual Classroom 1150
Group Training
01 - 02 Nov GTR 09:00 AM - 05:00 PM CST
(8 Hours/Day)
1-on-1 Training (GTR)
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8 Hours
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12 PM

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Course Modules

Module 01: Visualizations and Dashboards in Microsoft Dynamics CRM
  • Module Overview
  • Background Knowledge
  • Chart Making Procedure
  • Define the Message
  • Comparing Data
  • Showing Distribution
  • Parts of a Whole
  • Trend Over Time
  • Deviation
  • Preparing the Data
  • Import / Export Charts
  • Demonstration: Creating a basic Chart
  • Module Review
Module 02: XML Customizations in Charts
  • Module Overview
  • Exporting Charts
  • Understanding chart XML schema
  • Element Definition and Properties
  • Creating Charts
  • Module Review
Module 03: Introduction to Reporting in Microsoft Dynamics CRM
  • Module Overview
  • Using Microsoft Dynamics CRM Report Wizard
  • Types of Reports
  • Creating a Tabular Report
  • Demonstration: Reports and Charts
  • Demonstration: Wizard Report
  • Power BI Component - PowerQuery
  • Demonstration: Demo: OData Connection, PowerQuery, and Microsoft Dynamics CRM
  • PowerQuery and Microsoft Dynamics CRM Scenarios
  • Microsoft Dynamics CRM Online, PowerView, and PowerQuery
  • Power BI Component – PowerMap
  • Power Map Layer
  • Data Mashup with non-CRM Data
  • Demonstration: Power Pivot and Microsoft Dynamics CRM Online
  • Demonstration: Using PowerView and Microsoft Dynamics CRM
  • Demonstration: Using PowerMap, Layers, and Microsoft Dynamics CRM
  • Module Review
Module 04: Business Intelligence Development Studio and Fetch Based Reports
  • Module Overview
  • BIDS and Fetch based reports
  • Aggregate
  • Count Column
  • Pre-filtering with FetchXML
  • Designing Reports using FetchXML
  • Demonstration: Designing a Basic FetchXML Report in BIDS
  • Parameter Types
  • Demonstration: Using Parameters in a FetchXML Report
  • Expressions and Collections
  • Demonstration: Using Expressions in FetchXML Based Report Design
  • FetchXML Reports and Sub-Reports
  • Demonstration: Using Sub-Reports in FetchXML Based Report Design
  • Other Reporting Scenarios
  • Module Review
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Course Prerequisites
  • Intermediate Knowledge of Microsoft Dynamics CRM with Basic Functionality.
  • Experience with Microsoft SQL Database.
  • Efficient knowledge of Using CRM Advanced Find.

Upon Completion of this Course, you will accomplish following:-

  • Visualizations and Dashboards in Microsoft Dynamics CRM.
  • XML Customizations in Charts.
  • Introduction to Reporting in Microsoft Dynamics CRM.
  • Business Intelligence Development Studio and Fetch Based Reports.

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