Reporting in Microsoft Dynamics 365

• Delegates must have a working knowledge of Microsoft Dynamics CRM.
• Some TSQL knowledge is advantageous if writing reports for CRM on-premise
• Some previous knowledge of Visual Studio is advantageous

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

• Objectives
• Introduction
• Useful background knowledge
• The different reporting development environments
• Overview of the different reporting tools

Module Two – Reporting within Dynamics 365

• The report development process
• The differences between SQL based and FetchXML based reports
• What’s included within Dynamics 365 reporting
• Creating reports using the Dynamics 365 Report Wizard
• Using Excel Templates
• Importing & Exporting .RDL Files

Module Three – Generating FetchXML

• Creating Basic FetchXML Queries through the Advanced Find
• Lab A – Generating Simple FetchXMl
• More Advanced queries using FetchXML
• Lab B – Generating more advanced FetchXML

Module Four – Using SQL Server Data Tools Wizard for Reports

• Using the SSDT Report Wizard
• Demonstration: Creating a Custom Report Using the Report Wizard
• Lab A – Creating a Report using the Report Wizard

Module Five – Using SQL Server Data Tools for Reports

• How to create a Microsoft SQL Server Reporting Services (SSRS) Report
• Creating a Report Server Project
• Add a Report to the Project
• Creating Data Sources
• How to Define a Data Set
• The Different Data Regions
• Previewing a Report
• Format a Report
• Adding Subtotals
• Lab A – Creating a Report Project Report

Module Six – Report Visualisations

• The Different types of Visualisations within the Report
• Lab A – Creating an Estimated Value vs Budget Amount Chart

Module Seven – Advanced Reporting Features

• Grouping Data within Reports
• Creating Report Parameters
• Lab A – Adding Parameters and Groupings to the Report
• Automatic Pre-filtering within Dynamics 365 Reporting
• Creating Subreport
• Other Controls
• Lab B – Creating a Subreport

Module Eight – Formatting Reports

• Adding Headers & Footers
• Using Expressions
• Using Collections
• Lab A – Formatting a Report