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
(54)
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
Managing and Deploying Reports 15m
Description
Course info
Rating
(54)
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
David Yack
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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