Realdolmen Education

Details

Reporting in Microsoft D365

This course is currently not scheduled on the open calendar, but can be organized on request.

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Duration

2 day(s)

Audience

Key users, system customizers, system administrators, techincal consultants, application consultatnts, solution architects, developers of Microsoft Dynamics CRM

Prerequisites

A strong knowledge of the Microsoft Dynamics CRM environment. Attended the following courses: "The sales module to its full potential in Microsoft Dynamics CRM online and On Premise", "The service module to its full potential in Microsoft Dynamics CRM online and On Premise". Have some very basic knowledge of XML

Objectives

Use of some basic and more advanced reporting tools of Microsoft Dynamics CRM.

Methods

Class training with individual guidance and the possibility to ask questions. The student can immediately put the possibilities of the program into practice by means of exercises. Each student disposes of a workstation.

Description

The topics of this course are to discuss the background knowledge that is helpful and necessary to create reports within Microsoft Dynamics CRM; to explain the purpose of the primary report development environments used to create and deploy reports within the application; to examine how dashboards can incorporate charts and reports; to understand and utilize the Microsoft Dynamics CRM Reporting Wizard; to explain and implement proper chart design standards. Also, we're going to create and modify charts within the application. We're going to export and import charts; understand and modify Chart XML; leverage the Business Intelligence Video Studio, or BIDS, to create SQL and FetchXML-based reports. We're going to develop Transact-SQL scripts to query on-premise data and develop and understand FetchXML to query online and on-premise data. Finally, we're going to use the key components of Power BI to access Microsoft Dynamics CRM data.

Contents

  • Visualization with charts
    • Basic Charting Concepts
    • The chart making process
    • Chart types
    • Exporting and Importing Charts
    • Chart XML
  • Introduction to reporting basics
    • Report Development Process
    • Report Types
    • Default Reports
    • Report wizard
    • Report Environments
  • BIDS and SQL Based Reports
    • Knowledge and Resources
    • Filtered Views
    • Data types and naming conventions
    • Business Intelligence Development Studio Options
    • Sub-Reports
    • Parameters
    • Pre-filtering
    • Advanced Reporting Example
  • FetchXML Reports
    • What is FetchXML
    • Authoring FetchXML Based Reports
    • Introduction to FetchXML
    • Expressions and collections
  • PowerBI and Microsoft Dynamics CRM
    • What is PowerBI
    • Power Query
    • Power Query and Microsoft Dynamics CRM
    • PowerPivot
    • PowerView
    • PowerMap