This course is designed for experienced technical users and developers, providing the skills required to create custom reports, dashboards and visualizations in Microsoft Dynamics 365 V9.
Attendees of this course will gain an in-depth understanding of how to set up a reporting environment to author custom reports in Dynamics 365, install SQL Server Data Tools into Visual Studio, customize the out of the box reports, build custom reports from scratch using SSDT and Visual Studio, connect to SQL and FetchXML datasources, build stunning Dashboards using PowerBI that connect to Dynamics 365 Data, embed PowerBI Dashboards inside Dynamics and reporting considerations for the Unified Client Interface of Dynamics 365 V9.
The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments.
This course has been reviewed and tested by the external body ProCert Quality Courseware Review.
Course Schedule
Please note all Instructor Led Classroom and Virtual courses will be in Australian EST time zone.
Jan 25th | Feb 22nd | March 22nd
Feb 1st | March 1st | March 29th
Jan 25th | Feb 22nd | March 22nd
Feb 1st | March 1st | March 29th
Module 1: Introduction to Reporting in Dynamics 365
This module introduces the concept of creating custom reports in Microsoft Dynamics 365. You will learn about the tools and resources that are available to developers and administrators as well as best practice methodologies and fundamentals.
Lessons
Lab 1: Reporting Orientation
Module 2: Dynamics 365 Reporting Options
This module presents the various options that are available in Dynamics 365 for creating Reports, Dashboards and Visualizations.
Lessons
Lab 1: Exploring the Reporting Options in Dynamics 365
Module 3: Custom Reporting in Dynamics 365
In this module you will learn about the process to create custom reports, how to configure your reporting environment and how to use the different tools available for building custom reports for Dynamics 365.
Lessons
Lab 1: Set up your Custom Reporting Environment
Lab 2: Customize a Report
Module 4: SQL Server Data Tools and SQL Based Reports
In this module you will learn how to develop a custom Report with a SQL based Datasource that makes use of the Filter Views in SQL Server. You will also learn how to implement Report Parameters and Pre-Filtering.
Lessons
Lab 1: Create a custom SQL Report using SSDT
Create a custom SQL Report using SSDT
Module 5: Fetch Based Reporting
This module introduces the concepts of FetchXML and how it can be used to create customReports in Dynamics365.
Lessons
Lab 1: Create a Fetch Based Custom Report
Lab 2: Publishing a Custom Report
Publishing a Custom Report
Module 6: PowerBI and Microsoft Dynamics 365 Reporting
This module looks at how PowerBI and Dynamics 365 can be used together to create powerful Dashboards and Reports.
Lessons
Lab 1: Building a Dynamics 365 connected PowerBI Dashboard
Prerequisites
Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’.
This course is intended for Information Workers, Technical students, Administrators and Developers. Students should have an existing working knowledge of Microsoft .Net and Visual Studio.
