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Reporting on Dynamics CRM Data

Course Summary

The Reporting on Dynamics CRM Data course examines the basics of business intelligence, the out of the box chart and dashboard options as well as the existing reporting tools available in Dynamics CRM. The course then delves into options for expanding and

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    Course Syllabus

    ● Introduction
        ◦ Introduction to Dynamics CRM Business Intelligence - Reporting
        ◦ Demo: Exporting data
        ◦ Reporting
        ◦ Demo: Out of the Box Charts and Dashboards
        ◦ User Empowerment and Wrapping Up
    ● Basic Chart and Dashboard COnfiguration
        ◦ Getting Started with Charts and Dashboards
        ◦ Demo: Build a Chart
        ◦ Other COnfigurations Within The Chart Designer
        ◦ Demo: Multi-series Charts
        ◦ Chart Security
        ◦ Demo: Building a Custom Dashboard
        ◦ More with Dashboards and Wrap-Up
    ● Advanced Chart Customization
        ◦ Advanced Chart Customizations
        ◦ Demo: Create a 3-D chart
        ◦ Examples of Modifying Charts with XML. Module Wrap Up.
    ● Intro to Reporting Services
        ◦ Introduction to Dynamics CRM Reporting Services
        ◦ Demo: Using The Report Wizard
        ◦ Creating Custom Reports
        ◦ Demo: Creating a Custom report
        ◦ Wrapping Up
    ● Building Report Queries
        ◦ Building Report Queries
        ◦ Parameters
        ◦ Demo: Changing The Report Query
        ◦ Performance Issues and Wrapping Up
    ● Report Content and Formatting
        ◦ Report Content and Formatting
        ◦ Demo: Adding Formatting
        ◦ Sandboxing
        ◦ Demo: Set up Link to CRM
        ◦ Wrapping Up
    ● Managing and Deploying Reports
        ◦ Managing and Deploying Reports


Course Fee:
USD 29

Course Type:


Course Status:



1 - 4 hours / week

This course is listed under Development & Implementations and Enterprise Applications Community

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