This two 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