Education

Reporting Training

Becoming a Business Intelligence Wizard

Duration: 2 Days
Microsoft Dynamics CRM online offers powerful reporting and analytics. This class will review all the unique CRM 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 will also do a deep dive into the Power BI suite leveraging Power View and Power Map and using Power Query and PowerPivot to query and transform your CRM data. You will leave with all the necessary knowledge and resources to create powerful analytics from your CRM system. Laptops are required. Note: some content in this class applies exclusively to CRM Online and On-premise. The instructor will indicate those differences in class.

Participants:
Intermediate or advanced technical. Knowledge of Microsoft Dynamics CRM basic functionality is recommended. Experience with Microsoft SQL Database is helpful but not required.