Expanded
Reporting on Dynamics CRM Data
By David Yack
This course looks at the valuable reporting tools available in Dynamics CRM and how to utilize their full capabilities.
Course info
Rating
Level
Intermediate
Updated
Nov 12, 2013
Duration
3h 30m
Table of contents
Introduction
Introduction to Dynamics CRM Business Intelligence - Reporting
16m
Demo: Exporting data
11m
Reporting
6m
Demo: Out of the Box Charts and Dashboards
4m
User Empowerment and Wrapping Up
7m
Basic Chart and Dashboard COnfiguration
Getting Started with Charts and Dashboards
6m
Demo: Build a Chart
6m
Other COnfigurations Within The Chart Designer
3m
Demo: Multi-series Charts
5m
Chart Security
11m
Demo: Building a Custom Dashboard
10m
More with Dashboards and Wrap-Up
6m
Advanced Chart Customization
Advanced Chart Customizations
6m
Demo: Create a 3-D chart
3m
Examples of Modifying Charts with XML. Module Wrap Up.
13m
Intro to Reporting Services
Introduction to Dynamics CRM Reporting Services
10m
Demo: Using The Report Wizard
7m
Creating Custom Reports
5m
Demo: Creating a Custom report
7m
Wrapping Up
1m
Building Report Queries
Building Report Queries
12m
Parameters
7m
Demo: Changing The Report Query
13m
Performance Issues and Wrapping Up
2m
Report Content and Formatting
Report Content and Formatting
7m
Demo: Adding Formatting
4m
Sandboxing
2m
Demo: Set up Link to CRM
3m
Wrapping Up
1m
Managing and Deploying Reports
Description
Course info
Rating
Level
Intermediate
Updated
Nov 12, 2013
Duration
3h 30m
Description
The Reporting on Dynamics CRM Data course examines the basics of business intelligence, the out of the box chart and dashboard options as well as the existing reporting tools available in Dynamics CRM. The course then delves into options for expanding and customizing the charts and reports to better meet the needs of an organization.
About the author
About the author
David Yack is a Business Technologist, Author, Speaker, Trainer, Consultant, Microsoft MVP / Microsoft Regional Director, Photographer based in Colorado Springs Colorado
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