Dynamics 365 Reporting

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After completing the course, students will be able to understand reporting functionality available in Microsoft Dynamics 365; understand various methods to create and modify charts in Microsoft Dynamics 365; gain familiarity with common reports available in Microsoft Dynamics 365; developing an understanding of SRS, BIDS and Fetch XML as it Pertains to Microsoft Dynamics 365. New IDC findings on pain points that businesses still struggle with on a massive scale. For example: 1. With documents being the lifeblood of your business it's increasingly important you're able to create, store, access and distribute them to the right people, at the right time and in the right place. 2. Over 46% of business leaders say disconnected document processes impair their ability to plan, forecast, and budget because of lack of visibility. 3. Over 50% believe they will still be reliant on paper in 5 years' time.4. Some 76% of line-of-business managers say that they are reliant on paper documents at work

Before attending this course, students must have: 

• General knowledge of Microsoft Windows. 

• General knowledge of Microsoft Office.

Module 1: Introduction to Reporting in Microsoft Dynamics 365ObjectivesUseful Background Knowledge and SkillsReporting Development EnvironmentsReporting Tools and PossibilitiesSolutions

Module 2: VisualizationsObjectivesBasic Charting ConceptsResourcesLab 2.1 - Creating Basic Charts: Multi Series Bar Chart & Pie Chart Exporting ChartsImporting ChartsModifying the Exported Chart XMLLab 2.2 - Modifying Chart XML

Module 3: Introduction to Reporting BasicsObjectivesReport Development ProcessTypes of Reporting in Microsoft Dynamics 365Default ReportsThe Reports WizardLab 3.1 - ReportsReporting EnvironmentsExporting and Importing RDL Files

Module 4: Business IntelligenceDevelopment Studio and SQL Based ReportsObjectivesUnderstanding the Business Intelligence Development StudioFiltered ViewsCreating a Basic SSRS ReportLab 4.1 - Basic BIDS Report WizardSSRS Data RegionsLab 4.2 - BIDS Report Using SSRS Data RegionsLab 4.3 - BIDS Report Using Parameters and Expressions

Module 5: Fetch-Based ReportingObjectivesWhat is Fetch XML?Authoring of Fetch-Based Custom ReportLab 5.1 - Creating a Fetch-Based ReportIntroduction to Fetch XMLIntroduction to Expressions and CollectionsLab 5.2 - FetchXml-Based Report that Uses Aggregation and Parameters