Duration: 2 Days
Overview - This class reviews the unique CRM reporting capabilities of Advanced Find views, customizing charts with XML, the built-in report wizard, & custom SSRS reports using FetchXML and the Report Authoring Add-in. The report author creates stunning visualizations & analysis through interactive reports. Learners leave with all the knowledge and resources to create powerful analytics from Dynamics 365. Note: some content applies exclusively to Online and On-premise. The instructor will indicate those differences in class.
2 Day Reporting for Dynamics 365 Customer Engagement
See detailed agenda for daily course content.
Times noted in local time. Online/Remote trainings are in CST, unless noted.
Day 1: 8:30am - 5pm
Day 2: 8:30am - 5pm
Badge(s) Related to This Course
This training is intended for Dynamics 365 users with intermediate to advanced technical skills who desire to continue their education in business analytics. This course assumes working knowledge of skills outlined in the CRM Boot Camp for Dynamics 365 Customer Engagement course. Experience with relational database concepts and Microsoft SQL is helpful but not required.
Please expect an email from the course instructor the Wednesday - Friday prior with instructions on accessing the online training.
This training requires access to a longterm Internet connection, capable of supporting video streaming for the entire duration of the training. Attendees will need a Windows or Mac to participate in labs (Note: iPad Pro is not compatible with the labs. Computers will not be provided.).
PowerObjects recommends laptops and other required devices be plugged in to a power source at the start of training to prevent disruption. If possible, multiple monitors/screens are recommended. DISCLAIMER: PowerObjects is not responsible for any disruptions, lack of service, or missed training due to inadequate technology or setup on the customer side.
Similiar to in-person training, the days can be long. PowerObjects recommends an ample supply of caffeine and/or trinkets to fidget with to keep yourself active and alert. PowerObjects also recommends a comfortable seating arrangement, as well as a setup in a location with minimal distractions. It is also advised to set Skype, etc. to Do Not Distrub mode.
CANCELLATION & RESCHEDULING POLICY
To view our Cancellation & Rescheduling policy, please visit this page.
Technology Notice: Make sure to bring a Windows or Mac laptop and power cord so you can participate in labs (Note: iPad Pro is not compatible with the labs). Computers will not be provided.
Notice of non-compete policy: Training registrations will not be accepted from people or organizations who currently or have the potential to offer competitive services to PowerObjects, An HCL Technologies Company.