This one-day CRM Reporting course informs delegates how to deliver both simple and more complex reports to their the CRM system. Delegates will first learn how to use the basic report wizard to create reports, import and export reports. Delegates will then create reports using the more complex SQL Server Data Tools environment. Reports will be written using both T-SQL and FetchXML. This course is designed for both CRM On-premise users and CRM Online users.
Please note: Before attending this class delegates must have a Microsoft account (signing up one is free). The instructions on how to set up a Microsoft account can be found here.
Module One – Introduction to Reporting
Module Two – Reporting within Dynamics 365
Module Three – Generating FetchXML
Module Four – Using SQL Server Data Tools Wizard for Reports
Module Five – Using SQL Server Data Tools for Reports
Module Six – Report Visualisations
Module Seven – Advanced Reporting Features
Module Eight – Formatting Reports
If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. It's a cost effective option.
Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.
ITILv3, RESILIA, PRINCE2, PRINCE2 Agile, AgileSHIFT, MSP, M_o_R, P3M3, P3O, MoP, MoV courses on this page are offered by QA Affiliate of AXELOS Limited. ITIL, RESILIA, PRINCE2, PRINCE2 Agile, AgileSHIFT, MSP, M_o_R, P3M3, P3O,MoP, MoV are registered trademarks of AXELOS Limited. All rights reserved.