CRM Education for Microsoft Dynamics 365

Business Intelligence Wizard Training

CRM Business Intelligence Wizard for Dynamics 365

Duration: 3 Days
This CRM Business Intelligence Wizard for Dynamics 365 training will review all the unique CRM for Microsoft Dynamics 365 reporting capabilities of Advanced Find views and charts, reports using the built-in report wizard, custom CRM reports with FetchXML, and the Report Authoring Add-in. We’ll do a deep dive into Power BI with the Power BI Desktop app. With this tool the report author can create stunning visualizations and analysis through interactive reports. These reports are published directly from the interface to the Power BI site for users to consume, create and share their own dashboards, and schedule refreshes. You will leave with all the necessary knowledge and resources to create powerful analytics from your CRM system. Note: some content in this training applies exclusively to CRM Online and On-premise. The instructor will indicate those differences in class.

This training is intended for Dynamics 365 users with intermediate to advanced technical skills who desire to continue their education in business analytics. This course assumes working knowledge of skills outlined in the CRM Boot Camp for Microsoft Dynamics 365 course. Experience with relational database concepts and Microsoft SQL is helpful but not required.

Topics Covered

Reporting Available in the Dynamics 365 User Interface

Advanced Find, Views, Document Generation, Charts, and Dashboards

Basic Formatting Changes to Dynamics 365 Charts by Editing the XML

Features and Functions of the Reporting Manager

Power BI Suite Including: PowerView, PowerMap, PowerQuery, PowerPivot, Report Authoring with SSRS