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Microsoft Dynamics CRM - Reporting

SquareOne Training
Course summary
1 day
Birkenhead
Next available date: Enquire for more information - Birkenhead
Professional Training

Course description

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.

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:

Introduction

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
  • Solutions

Visualization

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.

  • Resources
  • 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
  • Parameters
  • Pre-Filtering

Fetch-Based Reporting

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

Expenses

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.

About provider

SquareOne Training - In-house IT & Computer Training

SquareOne Training

SquareOne Training is an internationally renowned IT Training company who create inspiring, motivational and cost effective training services which bring about tangible improvements in productivity. They specialise in providing classroom courses, Microsoft upgrade training, IT consultancy and large-scale rollout support...


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SquareOne Training

2 Tower Road
CH41 1FN Birkenhead

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www.squareonetraining.com


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