80870 - Introduction to Reporting in Microsoft Dynamics CRM 2016(1 Day)
Description
This learning course describes the reporting options available to Microsoft Dynamics CRM Online users, including charts, dashboards, reports, views, and Power BI tools.
Module 01: Helpful knowledge
- Data Structure
- Advanced Find Design
- .NET Chart Control
Module 02: Reporting Platform
- Fetch XML Reports
- Business Intelligence Development Studio and Fetch Based Reports
Module 02: Test Your Knowledge Questions
Module 03: Reporting Tools and Possibilities
- Views, Charts and Dashboards
- Demo: Views, Charts and Dashboards
- Templates and Static and Dynamic Worksheets
- Demo: Exporting to Excel and Word templates
- Microsoft Word Mail-Merge
- Exporting Reports and Importing Custom Reports
Module 03: Test Your Knowledge Questions
Module 03: Practices
Practice 3.1: Interacting with system views and system charts
Practice 3.2: Working with Immersive Excel
Module 04: Introduction to Power Business Intelligence (BI)
- What's PowerBI
- Power BI Components
- PowerMap, and PowerQuery
- Power Map Layers
- Demo: Showing opportunities on a map by customer location
- PowerPivot
- PowerView
Module 04: Test Your Knowledge Questions
Module 04: Practices
Practice 4.1: Connecting CRM Online to Power Bi as a Data Source. Explore the