Length
1 Day
Price
$935 AUD
Audience
Developer \ Technical User
This Revision
A
Technology
Microsoft Dynamics 365 Versions 9 (Latest)
Delivery Method
Instructor Led Classroom and Virtual
On Demand
On Demand Version Available
Language
English

55284 : Microsoft Dynamics 365 Reporting and Analytics

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.

  •  Brisbane

Jan 25th | Feb 22nd | March 22nd

  • Sydney

Feb 1st | March 1st | March 29th

  • Melbourne

Jan 25th | Feb 22nd | March 22nd

  • Perth

Feb 1st | March 1st | March 29th

  • Canberra

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  • Auckland

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  • Virtual Instructor - Attend from the comfort of home or office

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  • Private Group Training 

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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

  • Objectives
  • Useful Background Knowledge and Skills
  • Reporting Development Overview
  • Reporting Tools and Possibilities

Lab 1: Reporting Orientation

  • Review Reporting Resources
  • Review Reporting in Dynamics 365

 

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

  • Objectives
  • The Reporting Wizard
  • Default Reports
  • Export Reports
  • Report Wizard Steps
  • Charts and Dashboards
  • SQL Server Reporting Services
  • PowerBI 

Lab 1: Exploring the Reporting Options in Dynamics 365

  • Out of the box Reports
  • The Reporting Wizard
  • Charts and Dashboards
  • SQL Server Reporting Services
  • PowerBI

 

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

  • Objectives
  • Introduction to Custom Reporting
  • Report Development Process
  • Types of Reports: Benefits & Limitations
  • SQL Based: Benefits & Limitations
  • FetchXML Based: Benefits & Limitations
  • Reporting Environments
  • Exporting and Importing RDL Files

Lab 1: Set up your Custom Reporting Environment

  • Configure SSDT and Visual Studio

Lab 2: Customize a Report

  • Customize an out of the box 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

  • Objectives
  • Introduction to SSDT and SSRS
  • Filtered Views
  • Filtered Views and Data Type Considerations
  • Creating a Basic SSRS Report
  • Parameters
  • Pre-Filtering
  • Automatic Pre-Filtering
  • Explicit Pre-Filtering
  • Demonstration – SSDT Reporting Wizard Walk-thru

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

  • Objectives
  • Understanding FetchXML and Fetch Based Reports
  • Introduction to FetchXML Schema
  • FetchXML Example Explained
  • Fetch Tags
  • Aggregations and Groups
  • Filters and Conditions
  • Query Operators
  • FetchXML Limitations
  • FetchXML and Parameters
  • FetchXML and Pre-Filtering
  • FetchXML and Unions
  • Expressions

Lab 1: Create a Fetch Based Custom Report

  • 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

  • Objectives
  • PowerBI Overview
  • Power BI Dashboards in Dynamics 365
  • PowerBI Content Packs for Microsoft Dynamics 365
  • Using Dynamics 365 Datasets in PowerBI
  • Surfacing PowerBI Dashboards in Dynamics 365

Lab 1: Building a Dynamics 365 connected PowerBI Dashboard

  • Build a PowerBI Dashboard with Dynamics 365 Data

  

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.