80867 - Reporting for End Users and Functional Consultants in Microsoft Dynamics CRM (1 Day)
Description
This Instructor-led course teaches end-users and functional consultants how to create charts, reports, views, and dashboards, and how to get the most of the Power BI suite of business intelligence tools.
Module 01: Visualizations and Dashboards in Microsoft Dynamics CRM
- Chart Making Procedure
- Define the Message
- Comparing Data
- Showing Distribution
- Parts of a Whole
- Trend Over Time
- Deviation
- Preparing the Data
- Import / Export Charts
- Demonstration: Creating a basic Chart
Test Your Knowledge Questions:
Practice:
Practice 1.1 - Creating Basic Charts: Multi Series Bar Chart & Pie Chart
Module 02: Introduction to Reporting in Microsoft Dynamics CRM
- Using Microsoft Dynamics CRM Report Wizard
- Types of Reports
- Creating a Tabular Report
- Demonstration: Reports and Charts
- Demonstration: Wizard Report
- Using Microsoft Dynamics CRM Report Wizard
- Power BI Component - PowerQuery
- Demonstration: Demo: OData Connection, PowerQuery, and Microsoft Dynamics CRM
- PowerQuery and Microsoft Dynamics CRM Scenarios
- Microsoft Dynamics CRM Online, PowerView, and PowerQuery
- Power BI Component – PowerMap
- Power Map Layer
- Data Mashup with non-CRM Data
- Demonstration: Power Pivot and Microsoft Dynamics CRM Online
- Demonstration: Using PowerView and Microsoft Dynamics CRM
- Demonstration: Using PowerMap, Layers, and Microsoft Dynamics CRM
Test Your Knowledge Questions:
Practice:
Lab 2.1 Creating Report Wizard Report
Module 3: Introduction to Power Business Intelligence (BI) in Microsoft Dynamics CRM
Practice 3.1: Using Power Query and Microsoft Dynamics CRM
Practice 3.2 Using Power Pivot and Microsoft Dynamics CRM
Practice 3.3 Using Power View and Microsoft Dynamics CRM
Practice 3.4 Using Power Map, Layers, and Microsoft Dynamics CRM