0845 450 6120

Reporting in Microsoft Dynamics CRM & Dynamics 365

Special Notices

Please note: for Attend from Anywhere customers an additional screen is required. The additional screen must have a minimum screen size of 19 inch and minimum resolution of 1280x1024, with the vertical resolution (1024) being the most critical.

This one-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.

Pre-Requisites

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.

Course Content

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

  •   Objectives
  •   Introduction
  •   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

  •   Objectives
  •   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

  •   Objectives
  •   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

  •   Objectives
  •   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

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

Module Seven – Advanced Reporting Features

  •   Objectives
  •   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

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

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Virtual Classroom

Virtual classrooms provide all the benefits of attending a classroom course without the need to arrange travel and accomodation. Please note that virtual courses are attended in real-time, commencing on a specified date.

Virtual Course Dates

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