Microsoft Dynamics CRM - Reporting
This Microsoft Dynamics CRM Reporting training course is offered as an open/scheduled 1-day workshop by SquareOne Training.This course is suitable for people with a great amount of experience using Microsoft Dynamics CRM.
Our patient and dedicated trainers will help all users gain the skills needed to start working confidently on Windows PCs. This course is taught at an intermediate level.
This course can also be delivered in-house at your location and tailored to your liking.
Upcoming start dates
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Suitability - Who should attend?
This Microsoft Dynamics CRM Reporting course is intended for Microsoft Dynamics CRM System IT Professionals. The course will also introduce topics and functionality important for developers, but will not cover these topics in depth.
Training Course Content
The content for this Microsoft Dynamics CRM Reporting training course is structured as follows:
There are many reasons for reporting in Microsoft Dynamics CRM
- Useful Background Knowledge and Skills
- Reporting Development Studio
- Reporting Tools and Possibilities
- Test Your Knowledge
There are many ways to view, understand and place data into perspective when it is compared with other data. Reports are used to view and record the details, and charts are used by consumers of the data to quickly view a snapshot of the information.
- Creating Basic Charts
- Exporting Charts
- Importing Charts
- Modifying and Exporting Chart XML
Introduction to Reporting Basics
Microsoft Dynamics CRM includes a number of reports that provide useful business information. These reports are based on Microsoft SQL Server Reporting Services, and provide many of the same set of features that are available for the Microsoft SQL Server Reporting Services reports.
- Report Development Process
- Types of Reports in Microsoft Dynamics CRM
- Default Reports The Report Wizard
Business Intelligence Development Studio and SQL Reports
Business Intelligence Development Studio (BIDS) is the primary tool used to create or modify SQL Server Reporting Services (SSRS) reports. The end result of an SSRS report is an .rdl file that contains the report definition imported into Microsoft Dynamics CRM to view reports.
- Background Knowledge Required and Available Resources
- Filtered Views
- Creating a Basic SSRS Report
- SSRS Data Regions
Creating FetchXML-based reports is similar to creating SQL-based reports. Data regions, data visualizations, and report formatting are applicable to FetchXML-based reports regardless of the querying technique
- What is FetchXML?
- Authoring of Fetch-Based Custom Reports
- Introduction of FetchXML
- Introduction of Expressions and Collections
Why choose SquareOne Training
25 years' experience of delivering quality IT Training Services
All trainers Certified Microsoft Office Trainer (MOS) or higher
Public and in-house training throughout the UK
This Microsoft Dynamics CRM Reporting training course is offered both as an open/scheduled course and an in-house training course.
The in-house training will be delivered in the form of a closed course at your company's premises. SquareOne can come to you no matter where you are based throughout the UK. The cost of this training course is available upon request.
With 30 years of experience in IT training, personal skills, and consultancy, SquareOne specialise in crafting and delivering exceptional industry leading training courses. Our extensive range of courses are tailored to cater to a diverse range of learning preferences and...
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