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EncartaLabs

Microsoft Dynamics 365 - Reporting

( Duration: 2 Days )

In Microsoft Dynamics 365 - Reporting workshop, you will learn to generate both simple and complex reports from the CRM system. You will first learn how to use the basic report wizard to create reports, import and export reports and 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.

  • Knowledge of Microsoft Dynamics CRM
  • Some TSQL knowledge is advantageous if writing reports for CRM on-premise
  • Some previous knowledge of Visual Studio is advantageous

COURSE AGENDA

1

Introduction to Reporting

  • Introduction
  • Useful background knowledge
  • The different reporting development environments
  • Overview of the different reporting tools
2

Reporting within Dynamics 365

  • Introduction
  • The report development process
  • The differences between SQL based and FetchXML based reports
  • What’s included within Dynamics 365 reporting
  • Creating reports using the Dynamics 365 Report Wizard
  • Using Excel Templates
  • Importing & Exporting .RDL Files
3

Generating FetchXML

  • Creating Basic FetchXML Queries through the Advanced Find
  • More Advanced queries using FetchXML
4

Using SQL Server Data Tools Wizard for Reports

  • Using the SSDT Report Wizard
  • Demonstration: Creating a Custom Report Using the Report Wizard
5

Using SQL Server Data Tools for Reports

  • How to create a Microsoft SQL Server Reporting Services (SSRS) Report
  • Creating a Report Server Project
  • Add a Report to the Project
  • Creating Data Sources
  • How to Define a Data Set
  • The Different Data Regions
  • Previewing a Report
  • Format a Report
  • Adding Subtotals
6

Report Visualisations

  • The Different types of Visualisations within the Report
7

Advanced Reporting Features

  • Grouping Data within Reports
  • Creating Report Parameters
  • Automatic Pre-filtering within Dynamics 365 Reporting
  • Creating Subreport
  • Other Controls
8

Formatting Reports

  • Adding Headers & Footers
  • Using Expressions
  • Using Collections

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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